OBJECT
ProcessEntityTemplate
Values that a process, email sequence or online form sets on a record it creates or updates.
link GraphQL Schema definition
- type ProcessEntityTemplate {
- # Per-field operations describing how each field value of the created or updated
- # record is determined.
- : [ProcessEntityOperation!]!
- # Field values to apply to the record, as a JSON object keyed by field API name.
- # The accompanying operations describe how each value is interpreted.
- : JSONString!
- }
link Require by
- EmailSequenceCreateRecordNodeEmail sequence step that creates a record, such as a task, for the enrolled record.
- EmailSequenceGlobalActionsSettingsSequence-wide reactions of an email sequence to replies, unsubscribes and custom conditions, such as ending the enrollment or sending an email.
- OnlineFormRelatedRecordSettingsRule for a related record that is linked, created or updated when an online form response is submitted.
- OnlineFormSettingsWhat happens when an online form is submitted: records created, updated and linked, notifications, the confirmation page and response limits.
- ProcessArchiveRecordNodeA node which archives the record: a lead, opportunity, quote, account or contact.
- ProcessCopyRecordNodeProcess action that creates a copy of the triggered record.
- ProcessCreateRecordNodeA node which creates a new record that is not linked to the triggering record.
- ProcessCreateRelatedRecordNodeA node which creates entity with relation to the triggered entity
- ProcessQualifyRecordNodeAutomation step that qualifies the lead that triggered the automation into an opportunity.
- ProcessUpdateRecordNodeAutomation step that updates the record that triggered the automation.
- ProcessUpdateRelatedRecordNodeA node which updates related entities of triggered entity