CData Python Connector for SugarCRM

Build 25.0.9454

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.

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Build 25.0.9454