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. |