CallFollowupTasks
Contains records of follow-up tasks created as a result of call activities, including task owner, due date, and status. This helps ensure post-call actions are tracked and executed properly.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
System-generated unique identifier for the follow-up task record within the Vault environment. |
| Global ID | String | True |
Globally unique system identifier assigned to the follow-up task for cross-environment data consistency. |
| Link | String | False |
URL or reference link that provides direct access to the follow-up task record in the Vault UI. |
| Name | String | False |
User-defined name or title that identifies the follow-up task in the Vault interface. |
| Status | String | True |
Current task status indicating its progress, such as Not Started, In Progress, or Completed. |
| Created By | String | True |
Username of the user who initially created the follow-up task record in Vault. |
| Created Date | Datetime | True |
Timestamp indicating when the follow-up task was originally created in the system. |
| Last Modified By | String | True |
Username of the user who last modified the follow-up task record. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent update made to the follow-up task. |
| Assigned To | String | False |
User or team currently responsible for completing the follow-up task. |
| Due Date | Date | False |
Deadline date by which the follow-up task is expected to be completed. |
| First Assigned Date | Datetime | True |
Timestamp of the first time the task was assigned to a user or group. |
| Last Assigned Date | Datetime | True |
Most recent timestamp when the task was reassigned or updated in terms of ownership. |
| Completion Date | Datetime | False |
Timestamp marking when the task was marked as completed within the system. |
| Complete | Bool | False |
Boolean flag indicating whether the follow-up task has been completed (true) or not (false). |
| Priority | Decimal | False |
A numeric value representing the priority level of the task. Higher values indicate greater urgency. |
| Assigned | Bool | True |
Boolean value indicating if the task is currently assigned to any user or group (true) or not (false). |
| Description | String | False |
Detailed narrative or context provided by the user describing the purpose or content of the follow-up task. |
| Lifecycle | String | True |
Name of the lifecycle associated with the task, defining its state transitions and governance rules. |
| Lifecycle State | String | True |
Current state of the task within its assigned lifecycle, such as Draft, Approved, or Completed. |
| Lifecycle State Stage ID | String | True |
System-generated identifier for the current stage within the lifecycle state hierarchy. |
| Lifecycle Stage | String | True |
Label or name representing the current stage in the lifecycle of the task. |
| Account | String | False |
Reference to the customer account associated with the follow-up task. |
| Call | String | False |
Identifier of the call record to which the follow-up task is related. |
| Product | String | False |
Product reference associated with the task, indicating the focus or subject of the follow-up. |
| Mobile ID | String | False |
Unique identifier used by the mobile application to track and synchronize the follow-up task record. |