Activities
Table to capture task and appointment information.
Columns
| Name | Type | ReadOnly | References | Description |
| ActivityNumber [KEY] | String | False |
System generated or can come from external system (user key). | |
| ActivityId | Long | False |
System generated non-nullable primary key of the table. | |
| StartDtRFAttr | Datetime | False |
null | |
| AccountAddress | String | False |
null | |
| AccountId | Long | False |
Party Id of the activity account (Customer - org/person, or Partner etc.). | |
| AccountIdAttr | Long | False |
null | |
| AccountName | String | False |
Name of account associated to activity. | |
| AccountNameOsn | String | False |
null | |
| AccountPhoneNumber | String | False |
null | |
| AccountStatus | String | False |
null | |
| AccountType | String | False |
null | |
| ActivityCreatedBy | String | False |
Original Activity Created By | |
| ActivityCreationDate | Datetime | False |
Original Activity Creation Date | |
| ActivityDescription | String | False |
A text field for capturing some descriptive information about the activity. | |
| ActivityDirection | String | False |
null | |
| ActivityEndDate | Datetime | False |
The end date and time of an appointment, or the completion time of a task. | |
| ActivityFilter | String | False |
null | |
| ActivityFunctionCode | String | False |
Task vs Appointment. System use only. | |
| ActivityFunctionCodeTrans | String | False |
null | |
| ActivityLastUpdateLogin | String | False |
Original Activity Last Update Login | |
| ActivityMtgMinutes | String | False |
Activity meeting minutes | |
| ActivityOutcome | String | False |
null | |
| ActivityPartialDescription | String | False |
null | |
| ActivityPriority | String | False |
null | |
| ActivityStartDate | Datetime | False |
The start date and time of an appointment or a task. Defaulted to null for an appointment and defaulted to creation datetime for a task. | |
| ActivityStatus | String | False |
null | |
| ActivityTimezone | String | False |
Represents the time zone that the activity needs to be created in, other than the default logged in user's timezone preference. | |
| ActivityType | String | False |
null | |
| ActivityTypeCode | String | False |
The type or category of the activity. | |
| ActivityUpdateDate | Datetime | False |
Original Activity Update Date | |
| ActivityUpdatedBy | String | False |
Original Activity Updated By | |
| ActivityUserLastUpdateDate | Datetime | False |
Original Activity User Last Update Date | |
| AllDayFlag | Bool | False |
Designates that an appointment is the entire day. | |
| ApptEndTime | Datetime | False |
null | |
| ApptStartTime | Datetime | False |
null | |
| AssessmentId | Long | False |
Identifier of the Assessment to which the activity or the activity template is associated to. | |
| AssetId | Long | False |
Id of the Asset associated with the activity. | |
| AssetName | String | False |
Name of the Asset associated with the activity | |
| AssetNumber | String | False |
Asset Number. | |
| AssetSerialNumber | String | False |
Asset Serial Number. | |
| AttachmentEntityName | String | False |
null | |
| AutoLogSource | String | False |
For activities auto-generated through other systems, store the source system where it came from. We will use this information later in sync back logic to avoid double appearances of the same activity. | |
| BpId | Long | False |
Related Business plan. | |
| BuOrgId | Long | False |
null | |
| CalendarAccess | Bool | False |
null | |
| CalendarRecurType | String | False |
null | |
| CalendarSubject | String | False |
null | |
| CalendarSubjectDay | String | False |
null | |
| CalendarTimeType | String | False |
null | |
| CallReportCount | Long | False |
null | |
| CallReportUpcomingYN | String | False |
Flag to indicate Y,N,M for upcoming appointments | |
| CallReportYN | String | False |
Flag to Check if this activity has a Call Report | |
| CampaignId | Long | False |
Related Campaign. | |
| CampaignName | String | False |
Name of campaign associated to the activity. | |
| CheckedInBy | String | False |
Specifies the name of the person who checks-in to a location. | |
| CheckedOutBy | String | False |
Specifies the name of the person who checks-out to a location. | |
| CheckinDate | Datetime | False |
Stores the date and time when a user checks in to an Appointment. | |
| CheckinLatitude | Double | False |
Stores the latitude of a location where a user checks in to an Appointment. | |
| CheckinLongitude | Double | False |
Stores the longitude of a location where a user checks in to an Appointment. | |
| CheckoutDate | Datetime | False |
Stores the date and time when a user checks out of an Appointment. | |
| CheckoutLatitude | Double | False |
Stores the latitude of a location where a user checks out of an Appointment. | |
| CheckoutLongitude | Double | False |
Stores the longitude of a location where a user checks out of an Appointment. | |
| ClaimId | Long | False |
Related Claim. | |
| ClaimName | String | False |
Claim Name associated to the activity. | |
| ConflictId | Long | False |
null | |
| ContactIDAttr | Long | False |
null | |
| CorpCurrencyCode | String | False |
Holds Corporate Currency Code from profile | |
| CreatedBy | String | False |
System attribute to capture the user Id of the activity creator. This is defaulted by the system. | |
| CreationDate | Datetime | False |
System attribute to capture the Date and time the activity was created. This is defaulted by the system. | |
| CurcyConvRateType | String | False |
Holds currency code of a record | |
| CurrencyCode | String | False |
Holds Currency Conversion Rate Type from profile | |
| CurrentDateForCallReport | Datetime | False |
null | |
| CurrentDateForCallReportAttr | Datetime | False |
null | |
| CurrentSystemDtTransient | Date | False |
null | |
| CustomerAccountId | Long | False |
Id of Customer Account that the activity relates to. | |
| DealId | Long | False |
Related Deal. | |
| DealNumber | String | False |
Deal Number associated to the activity. | |
| DelegatorId | Long | False |
Activity resource that delegated activity ownership to another resource. | |
| DelegatorName | String | False |
Name of activity resource that delegated activity ownership to another resource. | |
| DeleteFlag | Bool | False |
This flag controls if the user has access to delete the record | |
| DerivedAccountId | Long | False |
null | |
| DirectionCode | String | False |
Inbound/Outbound. Optional. Default null. | |
| DismissFlag | Bool | False |
This Flag indicates if this activity is Dismissed | |
| DoNotCallFlag | Bool | False |
Flag to indicate if primary Contact can be called. | |
| DueDate | Date | False |
The date the task activity is due to be completed. | |
| Duration | Double | False |
Duration of an appt or task. | |
| DynamicClaimLOVSwitcher | String | False |
null | |
| EmailSentDate | Datetime | False |
This field is used to capture the Activity Email Notification shared date for Outlook integration | |
| EndDateForCallReport | Datetime | False |
null | |
| EndDateForCallReportAttr | Datetime | False |
null | |
| EndDtRFAttr | Datetime | False |
null | |
| ExternalContactEmail | String | False |
Indicates the Email address of an external contact. | |
| ExternalContactName | String | False |
Indicates the name of an external contact. | |
| ExternallyOwnedFlag | Bool | False |
Indicates that the activity is not created by an internal resource. | |
| FundRequestId | Long | False |
Related Fund request. | |
| FundRequestName | String | False |
Fund Request Name associated to the activity. | |
| InstNumDerivedFrom | String | False |
null | |
| IsClientService | String | False |
null | |
| LastUpdateDate | Datetime | False |
System attribute to capture the Date and Time the activity was last updated. This is defaulted by the system. | |
| LastUpdateLogin | String | False |
System attribute to capture the Id of the user who last updated the activity. This is defaulted by the system. | |
| LastUpdatedBy | String | False |
System attribute to capture the Id of the user who last updated the activity. This is defaulted by the system. | |
| LeadId | Long | False |
Related Lead. | |
| LeadIdAttr | Long | False |
null | |
| LeadName | String | False |
Lead Name | |
| LeadNameOsn | String | False |
null | |
| Location | String | False |
Appointment location. | |
| LocationId | Long | False |
Location or Address ID of the activity account or primary contact. | |
| LoginUserRFAttr | Long | False |
null | |
| MdfRequestId | Long | False |
null | |
| MobileActivityCode | String | False |
Unique identifier of external mobile device. | |
| NotesLinkSourceCodeTransient | String | False |
null | |
| ObjectiveId | Long | False |
Related Objective. | |
| OpportunityId | Long | False |
Related Opportunity. | |
| OpportunityIdAttr | Long | False |
null | |
| OpportunityName | String | False |
Name of opportunity associated to the activity. | |
| OpportunityNameOsn | String | False |
null | |
| OrigEntityCode | String | False |
null | |
| OrigEntityNumber | String | False |
null | |
| OsnActivityId | Long | False |
null | |
| OtherPartyPhoneNumber | String | False |
For inbound phone calls, the ANI or number being called from. For outbound calls, the phone number being called. | |
| OutcomeCode | String | False |
The outcome of the activity. | |
| OutlookFlag | Bool | False |
If created from Outlook and synced, | |
| OutlookIdentifier | String | False |
Unique identifier from Outlook Activity. | |
| OwnerAddress | String | False |
Activity Owner's Address. | |
| OwnerEmailAddress | String | False |
Activity Owner's Email Address. | |
| OwnerId | Long | False |
Primary resource on the activity. Supports resources only. | |
| OwnerName | String | False |
Name of primary resource of activity. | |
| OwnerNameOsn | String | False |
null | |
| OwnerPhoneNumber | String | False |
Activity Owner's Phone Number. | |
| ParentActivityId | Long | False |
Related activity Id, only applicable if the record is a follow up activity. | |
| ParentActivityIdAttr | String | False |
null | |
| PartialMtgMinutes | String | False |
null | |
| PartnerEnrollmentId | Long | False |
Related Partner Enrollment | |
| PartnerEnrollmentNumber | String | False |
null | |
| PartnerPartyId | Long | False |
Party identifier of the partner organization. | |
| PartnerPartyName | String | False |
Party name of the partner organization. | |
| PartnerProgramId | Long | False |
Related Partner Program. | |
| PartnerProgramName | String | False |
Name of partner program associated to the activity. | |
| PartnerUsageFlag | Bool | False |
Flag to indicate that the Activity has been created for an Organization Account with usage as Partner. | |
| PercentageComplete | Double | False |
Numeric Value 0-100 to reflect the percent complete status of the activity. Free form numeric. % value at end. | |
| PrimaryContactEmailAddress | String | False |
Holds Email Id of the primary contact | |
| PrimaryContactId | Long | False |
Primary contact of the activity. | |
| PrimaryContactName | String | False |
Name of primary contact. | |
| PrimaryContactNameOsn | String | False |
null | |
| PrimaryFormattedAddress | String | False |
Holds Address of the primary contact | |
| PrimaryFormattedPhoneNumber | String | False |
Holds Phone Number of the primary contact | |
| PriorityCode | String | False |
The priority of the activity. Default to 2. Possible values: 1, 2, 3. | |
| PrivateFlag | Bool | False |
This Flag indicates if this activity is private | |
| RecordSet | String | False |
null | |
| RecurDay | Long | False |
Repeat on specified day of month (for monthly appointments). | |
| RecurEndDate | Datetime | False |
Ends on a specified date. | |
| RecurEveryOptionFlag | Bool | False |
It is set to indicate if the recurrence occurs for every day, month, year, etc. For example, a daily recurring appointment can occur every day of the week or weekdays only. If it is everyday of the week, it is set to Y if it is weekdays only, it is set to N. | |
| RecurExceptionFlag | Bool | False |
Indicates if Appointment instance has been updated outside of recurring appointment series. | |
| RecurFrequency | Double | False |
Frequency that the recurring appointment series repeats. | |
| RecurFriFlag | Bool | False |
Repeat on Friday. | |
| RecurMonFlag | Bool | False |
Repeat on Monday. | |
| RecurMonth | String | False |
Repeat on specified month (for yearly appointments). | |
| RecurNumberOfInstances | Long | False |
Designates specific number of occurrences for the series to end after. | |
| RecurOrigInstDate | Datetime | False |
Original date of a recurring appointment instance. | |
| RecurPattern | String | False |
Designates which week for appointment to recur (for monthly and yearly appointments). Possible values: First, Second, Third, Fourth, Last. | |
| RecurRecType | String | False |
For Internal Use Only. Either | |
| RecurSatFlag | Bool | False |
Repeat on Saturday. | |
| RecurSeriesId | Long | False |
Series Id that links instances of a series together. | |
| RecurSunFlag | Bool | False |
Repeat on Sunday. | |
| RecurThuFlag | Bool | False |
Repeat on Thursday. | |
| RecurTueFlag | Bool | False |
Repeat on Tuesday. | |
| RecurTypeCode | String | False |
Designates how often an appointment is repeated. Possible values: Daily, Weekly, Monthly, Yearly. | |
| RecurUpdatedAttributes | String | False |
null | |
| RecurWedFlag | Bool | False |
Repeat on Wednesday. | |
| RecurWeekday | String | False |
It works in conjunction with RecurPattern attribute. Possbile values: Monday to Sunday, Weekday, Weekend, Day | |
| ReferenceCustomerActTypeCode | String | False |
Activity Type for a reference customer activity. To be used as an extension only | |
| ReferenceCustomerId | Long | False |
Id of the reference customer (party) associated with the activity. | |
| ReminderPeriod | String | False |
Reminder Period | |
| ResponseCode | String | False |
Response Code | |
| SalesObjectiveName | String | False |
Sales Objective Name associated to the activity. | |
| SearchDate | Datetime | False |
null | |
| SelectedFlag | Bool | False |
null | |
| ShowStatus | String | False |
null | |
| ShowTimeAs | String | False |
Show Time | |
| SortDate | Datetime | False |
This is an internal column which is used to sort the activity based on the due date for task and start date for activity. | |
| SourceObjectCode | String | False |
Code of the Object to which Activity will get related to | |
| SourceObjectId | Long | False |
Identifier of the Object to which Activity will get related to | |
| SrId | Long | False |
Service Request Id | |
| SrNumber | String | False |
Service Request Number | |
| StartDateForCallReport | Datetime | False |
null | |
| StartDateForCallReportAttr | Datetime | False |
null | |
| StatusCode | String | False |
Status of the activity. Defaulted to NOT_STARTED. | |
| Subject | String | False |
Subject/Name/Title of the activity. | |
| SubmittedBy | Long | False |
Call Report submitter. | |
| SubmittedByName | String | False |
Call Report submitter | |
| SubmittedDate | Datetime | False |
Call Report submission date | |
| SwitchCallId | String | False |
Unique Ientifier of the call on the external phone system. | |
| TemplateDuration | Double | False |
The duration (in days) of the template activity. This attribute is used with the start date when generating an activity from a template in order to calculate the due date. | |
| TemplateFlag | String | False |
null | |
| TemplateId | Long | False |
null | |
| TemplateLeadTime | String | False |
The lead time (in days) of the template activity. This attribute is used with the date input parameter when generating an activity from a template in order to calculate the activity start date. Activity start date = date provided as input parameter + lead time. | |
| UpdateFlag | Bool | False |
This flag controls if the user has access to update the record | |
| UpgSourceObjectId | String | False |
null | |
| UpgSourceObjectType | String | False |
null |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Finder | String |
Input specifying the Finder type. |
| DateRange | String |
The date range within which you want search for appointments. |
| Bind_CurrentDate | String |
Finds the date used to locate completed activities. |
| Bind_RecurSeriesType_BV | String |
The recurring type code of an appointment. |
| Bind_TaskActFuncCd_BV | String |
The activities with a function code of task. |
| Bind_TaskStatus_BV | String |
The status of the tasks. |
| Bind_UserResourceId | String |
Finds the resource ID of the user. |
| Bind_Subject | String |
Open activities owned by a specified user. |
| Bind_LoggedInUserId_BV | String |
The ID of the user who is logged into the application. |
| Bind_TaskStatus_Cancel_BV | String |
The tasks with a cancelled status. |
| Bind_TaskPriority_BV | String |
The priority of the task. |
| Bind_CurrentUPTZDate | String |
The date used to locate the Tasks whose due date is before the current date. |