DRI_Workflows
Stores execution instances of Customer Journey workflows. This table supports journey progress tracking and customer engagement orchestration.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | False |
The unique identifier (Id) that distinguishes this workflow record from other workflows in the Customer Journey process. |
| Name | String | False |
The name of the workflow instance. This value typically corresponds to the Customer Journey being executed for the record. |
| Date_Entered | Datetime | True |
The date and time when this workflow record was created. |
| Date_Modified | Datetime | True |
The date and time when this workflow record was last modified. |
| Modified_User_Id | String | True |
The Id of the user who last modified this workflow record. |
| Modified_By_Name | String | True |
The name of the user that is associated with the Modified_User_Id field. |
| Created_By | String | True |
The Id of the user who originally created this workflow record. |
| Created_By_Name | String | True |
The name of the user that is associated with the Created_By field. |
| Description | String | True |
A detailed description or notes related to the workflow. This text is often used to provide operational or business context. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the workflow record is marked for deletion. It returns a value of 'false' when the record remains active. |
| Available_Modules | String | True |
The SugarCRM modules in which this workflow can be initiated. This value determines where the Customer Journey applies. |
| Enabled_Modules | String | True |
The modules that are actively enabled for workflow execution. This value controls where the workflow can proceed. |
| State | String | False |
The current state of the workflow, which can indicate whether it is in progress, paused, completed, or cancelled. |
| Assignee_Rule | String | False |
The rule that determines how task or stage ownership is assigned throughout the workflow lifecycle. |
| Target_Assignee | String | False |
The default user, team, or role that receives responsibility for workflow tasks when no dynamic assignment rules override this value. |
| Stage_Numbering | String | True |
The numbering scheme that is applied to workflow stages. This value affects how progress is visually communicated in the user interface. |
| Progress | Double | True |
The percentage of workflow completion, calculated from completed stages and activities. |
| Momentum_Ratio | Double | True |
A calculated value that indicates the pace of workflow progression relative to expected timing. |
| Score | Int | True |
A performance score that reflects the overall outcome or success metrics associated with the workflow. |
| Points | Int | True |
The total number of performance or milestone points available for this workflow. |
| Momentum_Points | Int | True |
The number of momentum-based points awarded based on timely task or stage completion. |
| Momentum_Score | Int | True |
A score derived from momentum-based point accumulation, indicating workflow execution efficiency. |
| Date_Started | Datetime | True |
The date and time when the workflow officially began. |
| Date_Completed | Datetime | True |
The date and time when the workflow was fully completed. |
| Archived | Bool | False |
A Boolean field that returns a value of 'true' when the workflow has been archived for historical reference. It returns a value of 'false' when the workflow remains active or accessible. |
| Is_Cancelled | Bool | False |
A Boolean field that returns a value of 'true' when the workflow has been explicitly cancelled. It returns a value of 'false' when the workflow remains active. |
| Is_Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the workflow is logically deleted but still stored. It returns a value of 'false' when the workflow remains available. |
| Current_Stage_Id | String | False |
The Id of the current active stage within this workflow. |
| Current_Stage_Name | String | True |
The name of the current active stage within this workflow. |
| Dri_Workflow_Template_Id | String | False |
The Id of the workflow template from which this workflow was created. |
| Dri_Workflow_Template_Name | String | False |
The name of the workflow template from which this workflow was created. |
| Parent_Id | String | True |
The Id of the record to which this workflow is attached. This record is typically the primary business entity driving the Customer Journey. |
| Parent_Name | String | True |
The display name of the record that is associated with the Parent_Id field. |
| Parent_Type | String | True |
The module or entity type of the parent record associated with this workflow. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this workflow record. It returns a value of 'false' when the record is not being followed. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when this workflow record is marked as a personal favorite. It returns a value of 'false' when it is not marked as a favorite. |
| Tag | String | False |
A set of user-defined classification labels that are applied to this workflow record for filtering and organization. |
| Commentlog | String | True |
A log of comments and collaborative communication that are associated with this workflow record. |
| Locked_Fields | String | True |
A list of fields in this workflow record that are restricted from modification to preserve data integrity. |
| Sync_Key | String | True |
A synchronization key that is used to match this workflow record with external systems or integration sources. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to oversee the workflow. |
| Assigned_User_Name | String | True |
The display name of the user who is associated with the Assigned_User_Id field. |
| Team_Id | String | False |
The Id of the primary team responsible for visibility and access control for this workflow record. |
| Team_Set_Id | String | False |
The Id of the team set that defines aggregate access permissions for this workflow record. |
| Acl_Team_Set_Id | String | False |
The Id of the access control team set that governs security rules for this workflow record. |
| Team_Count | String | False |
The number of teams that are associated with this workflow record for visibility and access management control. |
| Team_Name | String | False |
The name of the primary team that is associated with this workflow record. |
| Acl_Team_Names | String | True |
The list of team names that are associated with this workflow record for access and visibility management. |
| Contact_Id | String | False |
The Id of the contact that is associated with this workflow, if it is applicable. |
| Contact_Name | String | True |
The name of the contact that is associated with the Contact_Id field. |
| Account_Id | String | False |
The Id of the account that is associated with this workflow, if it is applicable. |
| Account_Name | String | True |
The name of the account that is associated with the Account_Id field. |
| Opportunity_Id | String | False |
The Id of the opportunity that is associated with this workflow, if it is applicable. |
| Opportunity_Name | String | True |
The name of the opportunity that is associated with the Opportunity_Id field. |
| Case_Id | String | False |
The Id of the case that is associated with this workflow, if it is applicable. |
| Case_Name | String | True |
The name of the case that is associated with the Case_Id field. |
| Lead_Id | String | False |
The Id of the lead that is associated with this workflow, if it is applicable. |
| Lead_Name | String | True |
The name of the lead that is associated with the Lead_Id field. |