CData Python Connector for SugarCRM

Build 25.0.9454

DRI_Workflow_Templates

Stores master Customer Journey workflow templates. This table supports guided selling and structured engagement program design.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (Id) that distinguishes this workflow template record from others in the Customer Journey framework.

Name String False

The name of the workflow template. This value is used to reference and select this workflow when designing Customer Journey processes.

Date_Entered Datetime True

The date and time when this workflow template record was created.

Date_Modified Datetime True

The date and time when this workflow template record was last updated.

Modified_User_Id String True

The Id of the user who last modified this workflow template record.

Modified_By_Name String True

The name of the user associated with the Modified_User_Id field.

Created_By String True

The Id of the user who originally created this workflow template record.

Created_By_Name String True

The name of the user that is associated with the Created_By field.

Description String False

A detailed description of the workflow template. This text is often used to document the purpose, sequencing logic, or guidance for process designers.

Deleted Bool False

A Boolean field that returns a value of 'true' when the workflow template record is marked for deletion. This Boolean field returns a value of 'false' when the record remains active.

Available_Modules String False

The list of SugarCRM modules that this workflow template can be used with. This value determines where the workflow can be initiated and applied.

Disabled_Stage_Actions String True

The stage-level actions that are disabled for workflows that are generated from this template. This value controls which actions are hidden or restricted in the user interface.

Disabled_Activity_Actions String True

The activity-level actions that are disabled for workflows that are generated from this template. This value determines which task operations users are permitted to perform.

Active_Limit Int True

The maximum number of workflows that can be active at the same time for a given record or module. This value prevents overlapping or conflicting journeys.

Points Int True

The total number of performance or progress points that are associated with this workflow template. This value is used to evaluate journey advancement and success scoring.

Related_Activities Int True

The number of activities that are linked to the workflow template. This field can assist with template auditing and performance planning.

Active Bool False

A Boolean field that returns a value of 'true' when this workflow template is currently active and available for use. This Boolean field returns a value of 'false' when the template is disabled.

Update_Assignees Bool False

A Boolean field that returns a value of 'true' when the system should automatically update the assigned user on workflow activities based on template rules. This Boolean field returns a value of 'false' when assignment updates must be performed manually.

Assignee_Rule String False

The rule that determines how task ownership is assigned when workflows are created from this template. This value supports automation of staffing, responsibility assignment, and workload balancing.

Target_Assignee String False

The default user, team, or role to whom new workflow activities are assigned. This value initializes the assignee when no dynamic assignment rule applies.

Stage_Numbering String True

The numbering format that is applied to stages when workflows based on this template are displayed. This value affects how progress is visually communicated in the user interface.

Cancel_Action String False

The action that is executed when the workflow is cancelled. This value typically affects record status, notifications, or system cleanup behavior.

Not_Applicable_Action String False

The action that is executed when a workflow stage or activity is marked as not applicable. This value ensures accurate progress tracking and scoring.

Copied_Template_Id String False

The Id of the workflow template from which this template was copied. This value assists with version control, audit tracking, and process standardization.

Copied_Template_Name String True

The name of the workflow template that served as the source for this copied template.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this workflow template record. This Boolean field 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 the workflow template is marked as a personal favorite. This Boolean field returns a value of 'false' when the template is not marked as a favorite.

Tag String False

A set of user-defined labels that are assigned to this workflow template record for classification and quick retrieval.

Commentlog String True

A log of comments and collaborative notes that are associated with this workflow template record.

Locked_Fields String True

A list of fields in this workflow template record that are locked from modification. This value helps protect workflow logic from unintended changes.

Sync_Key String True

A synchronization key that is used for external integrations or duplicate record identification.

Team_Id String False

The Id of the team responsible for controlling access to this workflow template record.

Team_Set_Id String False

The Id of the team set that defines the collective access permissions that apply to this workflow template record.

Acl_Team_Set_Id String False

The Id of the Access Control List (ACL) team set that governs security and visibility rules for this workflow template record.

Team_Count String False

The number of teams that are associated with this workflow template record for access and visibility management.

Team_Name String False

The name of the primary team that is associated with this workflow template record.

Acl_Team_Names String True

The list of team names that are associated with this workflow template record for access control and visibility purposes.

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Build 25.0.9454