Tasks

Manages to-do items linked to CRM records, with due dates, priorities, reminders, and completion status.

Table-Specific Information

Select

This table supports the COQL and BULK APIs for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Tasks(Subject, Status) VALUES ('Finish sending emails to potential leads.', 'Created')

INSERT INTO Tasks(Subject, Status, ModuleName) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts')

INSERT INTO Tasks(Subject, Status, ModuleName, RelatedTo_Id) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts', '2788704000120533263')

Required fields: Subject, ModuleName if RelatedTo_Id is specified.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Tasks WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Tasks SET Status = 'In progress' WHERE Id = '3152079000000492026'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	Unique identifier for the task record.
Owner_Id	String	False	Identifier of the user assigned as the task owner.
Owner_FirstName	String	True	First name of the task owner.
Owner_LastName	String	True	Last name of the task owner.
Owner_Email	String	True	Email address of the task owner.
Subject	String	False	Title or summary of the task.
Due_Date	Date	False	The date by which the task should be completed.
Who_Id_Id	String	False	Identifier of the contact associated with the task.
What_Id_Id	String	False	Identifier of the related entity or record.
Status	String	False	Current status of the task, such as Open or Completed.
Priority	String	False	Priority level of the task, such as High, Medium, or Low.
Closed_Time	Datetime	True	Timestamp indicating when the task was marked as completed.
Send_Notification_Email	Bool	False	Indicates whether a notification email is sent.
Recurring_Activity_Id	String	False	Identifier of the recurring schedule, if the task is recurring.
Remind_At_Id	String	False	Identifier of the reminder associated with the task.
Created_By_Id	String	False	Identifier of the user who created the task.
Modified_By_Id	String	False	Identifier of the user who last modified the task.
Modified_By_FirstName	String	True	First name of the user who last modified the task.
Modified_By_LastName	String	True	Last name of the user who last modified the task.
Modified_By_Email	String	True	Email address of the user who last modified the task.
Created_Time	Datetime	False	Timestamp indicating when the task was created.
Modified_Time	Datetime	False	Timestamp indicating when the task was last modified.
Tag	String	False	Tags or labels associated with the task.
Description	String	False	Detailed information or notes about the task.
Id_CustomModule	Long	True	Internal record identifier.
Locked__s	Bool	True	Indicates whether the task is locked from editing.
Last_Activity_Time	Datetime	False	Timestamp of the most recent activity on the task.
ModuleName	String	False	Name of the module to which the task belongs.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.


Name	Type	Description
DuplicateCheckFields	String	The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field.
Trigger	String	To trigger the rule while inserting record into CRM account.

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