DRI_Workflow_Task_Templates
Stores reusable task templates for Customer Journey workflows. This table supports consistent task sequencing and repeatable engagement actions.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | False |
The unique identifier (Id) for the workflow task template record. |
| Name | String | False |
The display name of the workflow task template, used when presenting task stages in Customer Journey workflows. |
| Date_Entered | Datetime | True |
The date and time at which the workflow task template record was originally created. |
| Date_Modified | Datetime | True |
The date and time at which the workflow task template record was most recently modified. |
| Modified_User_Id | String | True |
The Id of the user who last modified the workflow task template record. |
| Modified_By_Name | String | True |
The name of the user who last modified the workflow task template record. |
| Created_By | String | True |
The Id of the user who initially created the workflow task template record. |
| Created_By_Name | String | True |
The name of the user who initially created the workflow task template record. |
| Description | String | False |
A free-form description that provides business context or intended usage notes for the workflow task template. |
| Deleted | Bool | False |
A Boolean field that returns a value of |
| Task_Start_Date_Type | String | False |
The configuration setting that determines how the task start date is calculated (for example, relative to the workflow start or another task). |
| Task_Due_Date_Type | String | False |
The configuration setting that determines how the task due date is calculated. |
| Momentum_Start_Type | String | False |
The configuration value that determines when momentum scoring should begin for this workflow task. |
| Start_Date_Module | String | False |
The module that provides the source field for calculating the task start date. |
| Due_Date_Module | String | False |
The module that provides the source field for calculating the task due date. |
| Start_Date_Field | String | False |
The field that provides the data used to calculate the task start date. |
| Due_Date_Field | String | False |
The field that provides the data used to calculate the task due date. |
| Due_Date_Criteria | String | False |
The rule or condition that is used to determine the due date. This field supports conditional workflow timing. |
| Momentum_Start_Module | String | False |
The module that provides the source field for determining when momentum scoring begins. |
| Momentum_Start_Field | String | False |
The field that is used to trigger the start of momentum scoring. |
| Priority | String | False |
The priority level that indicates the importance or urgency of the workflow task. |
| Type | String | False |
The type of task that is executed in the Customer Journey workflow (for example, 'call', 'meeting', or 'follow-up'). |
| Activity_Type | String | False |
The category of activity that is represented by the task (for example, 'administrative step' or 'customer communication step'). |
| Duration_Minutes | String | False |
The minutes portion of the total expected task duration. This value is used when calculating scheduling and workload timelines. |
| Direction | String | False |
Specifies a directional designation that is applied to this workflow task. The meaning of this value is determined by the Customer Journey configuration and can be used to categorize tasks by role, interaction type, or functional process stage. |
| Points | String | False |
The number of progress points that are awarded when this task is completed. These points contribute to the overall Customer Journey score and progress indicators. |
| Momentum_Points | String | False |
The number of momentum points that are awarded when this task is completed. Momentum points influence pacing calculations and can accelerate or delay stage advancement. |
| Send_Invite_Type | String | False |
Specifies how invitations are issued for this task. This value determines whether invitations are sent automatically, manually, or according to workflow rules. |
| Target_Assignee | String | False |
Specifies the intended recipient of the task assignment. This value determines who is responsible for performing the activity within the Customer Journey. |
| Assignee_Rule | String | False |
Defines the logic that determines how the assignee for this task is selected. This field enables dynamic responsibility assignment based on system context or role-based rules. |
| Populate_Fields | String | False |
A list of fields that are automatically populated when the task is created. This feature reduces data entry requirements and helps enforce data consistency. |
| Select_To_Guests | String | False |
A list of additional invitees or participants that are associated with the task. This enables collaborative completion or visibility where required. |
| Allow_Activity_By | String | False |
Specifies which users are permitted to perform this task. This field is used to control responsibility and action permissions within the workflow. |
| Time_Of_Day | String | False |
Specifies the preferred time of day for this task to occur. This value can affect scheduling, reminders, and calendar placement. |
| Sort_Order | String | False |
The position of this task relative to other tasks in the workflow. Lower values appear earlier in the sequence and affect workflow display and execution order. |
| Task_Start_Days | Int | False |
The number of days after a workflow stage begins before this task should start. This value is used for automated scheduling and pacing. |
| Task_Due_Days | Int | False |
The number of days after a task starts before it is expected to be completed. This value supports timeline tracking and SLA alignment. |
| Momentum_Due_Days | Int | False |
The number of days that are allowed for momentum scoring to reach threshold before risk or exception handling begins. |
| Momentum_Due_Hours | Int | False |
The number of hours that are allowed for momentum scoring to reach threshold before risk or exception handling begins. |
| Duration_Hours | Int | True |
The expected duration of the task expressed in hours. This value can inform scheduling or capacity planning. |
| Duration | Int | True |
The combined duration of the task expressed in minutes. Systems can reference this value when placing the task onto a calendar or timeline. |
| Is_Parent | Bool | True |
A Boolean field that returns a value of 'true' when this task acts as a parent task that groups or governs subordinate tasks. It returns a value of 'false' when the task is not a parent. |
| Blocked_By | String | False |
A list of task identifiers that must be completed before this task can begin. This field enforces dependency requirements. |
| Blocked_By_Stages | String | False |
A list of workflow stages that must be completed before this task can proceed. This field ensures that task execution follows the defined stage flow. |
| Url | String | False |
A reference URL that is associated with this task. This URL can link to external resources, documentation, or integrated systems. |
| Stage_Template_Label | String | True |
The descriptive label of the stage template to which this task belongs. This field provides context when viewing or reporting on workflow structure. |
| Stage_Template_Sort_Order | String | True |
The position of the associated stage template within the overall workflow. This value influences stage sequencing and display order. |
| Assignee_Rule_Activity_Id | String | False |
The Id of the activity that determines dynamic task assignment. This field links the task assignment logic to a specific workflow event. |
| Assignee_Rule_Activity_Name | String | False |
The name of the activity that determines dynamic task assignment. This field supports clearer reporting and workflow visualization. |
| Start_Date_Activity_Id | String | False |
The Id of the activity that determines the start date of the task. This field enables data-driven scheduling based on workflow behavior. |
| Start_Date_Activity_Name | String | False |
The name of the activity that determines the task start date. This name assists with timeline interpretation and reporting. |
| Due_Date_Activity_Id | String | False |
The Id of the activity that determines the due date of the task. This field supports dependency-driven deadline calculation. |
| Due_Date_Activity_Name | String | False |
The name of the activity that determines the task due date. This name provides contextual clarity when reviewing activity timelines. |
| Momentum_Start_Activity_Id | String | False |
The Id of the activity that triggers the start of momentum scoring. This Id determines when acceleration or pacing calculations begin. |
| Momentum_Start_Activity_Name | String | False |
The name of the activity that triggers the start of momentum scoring. This field supports interpretation in workflow analytics and reporting. |
| Parent_Id | String | False |
The Id of the parent task or workflow element to which this task is linked. This Id establishes task hierarchy. |
| Parent_Name | String | True |
The name of the parent task or workflow element. This name supports clearer display and context when reviewing workflow structure. |
| Dri_Subworkflow_Template_Id | String | False |
The Id of the Customer Journey subworkflow template to which this task belongs. This Id links the task to a template definition. |
| Dri_Subworkflow_Template_Name | String | False |
The name of the Customer Journey subworkflow template to which this task belongs. This name supports interpretability in workflow configuration and reporting. |
| Dri_Workflow_Template_Id | String | False |
The Id of the Customer Journey workflow template that includes this task. This Id anchors the task to the broader journey model. |
| Dri_Workflow_Template_Name | String | False |
The name of the Customer Journey workflow template that includes this task. This name helps clarify where the task fits in the overall journey. |
| Start_Next_Journey_Id | String | False |
The Id of the next Customer Journey that begins automatically when this task is completed, if it is configured. |
| Start_Next_Journey_Name | String | True |
The name of the next Customer Journey that begins automatically when this task is completed. This name supports forward-progress visualization in journey mapping. |
| Target_Assignee_User_Id | String | False |
The Id of the user who is designated as the intended assignee of the task. This Id identifies the responsible user. |
| Target_Assignee_User_Name | String | False |
The name of the user who is designated as the intended assignee of the task. This field provides readability in user-facing displays. |
| Target_Assignee_Team_Id | String | False |
The Id of the team that is designated to receive responsibility for the task. This Id supports team-based work assignment. |
| Target_Assignee_Team_Name | String | False |
The name of the team that is designated to receive responsibility for the task. This name provides clarity for display and reporting. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this task record. It returns a value of 'false' when the user is not following the record. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the task is marked as a favorite by the current user. It returns a value of 'false' when the task is not marked as a favorite. |
| Tag | String | False |
A list of tags that are applied to this task. Tags assist with categorization, search, and organization. |
| Commentlog | String | True |
A running log of user comments that are associated with the task. This log provides historical communication context. |
| Locked_Fields | String | True |
A list of fields that are locked and cannot be edited. This list enforces configuration or workflow integrity. |
| Sync_Key | String | True |
A system-generated key that is used to synchronize this task record with external systems or integrations. |
| Team_Id | String | False |
The Id of the primary team that is associated with this task. Teams control visibility and collaboration access. |
| Team_Set_Id | String | False |
The Id of the team set that is assigned to the task. Team sets support multi-team access control. |
| Acl_Team_Set_Id | String | False |
The Id of the access control team set that governs record-level permissions. |
| Team_Count | String | False |
The number of teams that are associated with this task record to control access and visibility. |
| Team_Name | String | False |
The name of the primary team that is associated with the task. |
| Acl_Team_Names | String | True |
A comma-separated list of team names that are associated with the task for access control. |