CT Mobile Workflow Step Field Reference

CT Mobile Workflow Step is a custom metadata type that is intended to store actions after triggering CT Mobile Workflows (refer to CT Mobile Control Panel: Workflows / CT Mobile Control Panel 2.0: Workflows). Conditions for triggering CT Mobile Workflow are stored in the CT Mobile Workflow object.

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API-name in Salesforce: clm__WorkflowStep__mdt

Field API Name Type Description

Action

clm__Action__c

Picklist

Action to be taken on the CT Mobile Workflow Step. Available actions:

  • Create record

  • Update record

  • Delete record

  • Sync record

  • Capture geoposition

Proposed values:

  • Lock record

  • Unlock record

If you use two steps with updating geoposition in a raw (1. Action = Capture geoposition and 2. Action = Update record, Field Values = Geoposition), then only the last step will work, and geoposition may not be updated.

API names (deprecated)

clm__FieldAPINames__c

Text(255)

Not in use.

Calculate formulas

clm__IsCalculateEnabled__c

Checkbox

If selected, formulas will be recalculated on the record of the CT Mobile Workflow Step.

CT Mobile Workflow

clm__WorkflowId__c

Lookup(CT Mobile Workflow)

The related CT Mobile Workflow.

Fields API names

clm__FieldAPIName__c

Text Area(131072)

API names of fields that are to be changed on the CT Mobile Workflow Step (separated by a comma, without a blank space).

Field Values

clm__FieldValue__c

Text Area(131072)

Values that populate fields in the clm__FieldAPINames__c field on the CT Mobile Workflow Step (separated by a comma, without a blank space).

Available values:

  • a specific value, e.g., "New Value"

  • $Label

  • $query

    The supported format: $query.a_field_API_Name.

    The value is the specific value in the field of the record found according to clm__SOQLQuery__c.

The Salesforce operators, for example, PRIORVALUE, are not supported.

Order

clm__Order__c

Number(18, 0)

A number of the CT Mobile Workflow Step in case of several steps in the CT Mobile Workflow.

Parent Object (deprecated)

clm__ParentObject__c

Text(255)

Not in use.

Parent Object API Name

clm__ParentObjectAPIName__c

Text(255)

If the Parent Record value in the clm__Scope__c field:

  • the API name of the parent object for the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record.

If the Related Records value in the clm__Scope__c field:

  • the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record.

Record Criteria (deprecated)

clm__RecordCriteria__c

Text(255)

Not in use.

Related Object

clm__sObjectRelated__c

Text(255)

If the This Record value in the clm__Scope__c field:

  • the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record.

If the Parent Record value in the clm__Scope__c field:

  • the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record.

If the Related Records value in the clm__Scope__c field:

  • the API name of the object that is a child for the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record.

Relationship Name

clm__RelationshipName__c

Text(255)

The API name of the field with the Lookup type that connects the objects of the clm__ParentObjectAPIName__c and clm__sObjectRelated__c fields.

  • It is used with the Related Records or Parent Record value in the clm__Scope__c field.

  • The __r postfix is used, e.g., CTPHARMA__AccountId__r.

Scope

clm__Scope__c

Picklist

Records to be changed on the CT Mobile Workflow Step. Available values:

  • This Record

    For records of the object in the clm__sObjectRelated__c field (the clm__ParentObjectAPIName__c and clm__RelationshipName__c fields are empty);

  • Parent Record

    For records of the object in the clm__ParentObjectAPIName__c field (the clm__sObjectRelated__c and clm__RelationshipName__c fields are populated);

  • Related Records

    For records of the object in the clm__sObjectRelated__c field (the clm__ParentObjectAPIName__c and clm__RelationshipName__c fields are populated).

SOQL Object (deprecated)

clm__SQOLObjectAPIName__c

Text(255)

Not in use.

SOQL Object API Name

clm__SOQLObjectAPIname__c

Text(255)

The API name of an object that is used as filter for generating new records of an object in the clm__sObjectRelated__c or clm__ParentObjectAPIName__c field.

SOQL Query

clm__SOQLQuery__c

Text(255)

SOQL criteria is used to define records selection from external sources to predefine new records generated by the action. In SOQL query, fields of the filtered records can be compared with:

  • a specific value, e.g.,New Value;

  • with a value in the field which triggers a Workflow.

    The supported format: $sObject.a_field_API_Name

    Use field names with the __c postfix instead of __r.

  • the optional LIMIT and ORDER BY clauses are supported.

To check the null values, use the null operator, for example, WHERE ActivityDate != null.

For example, filter Activity Data records to generate only records with the Product record type that matched the SOQL-query.

The generated result is used for the clm__FieldValue__c field with the $query value.

SOQL Record Criteria

clm__SOQLRecordCriteria__c

Text(255)

SOQL Record Criteria is used to restrict the selection of records which should be triggered by the CT Mobile Workflow. For example, if an Account record has 5 related Contact records of employees, and 4 of them are shop assistants and 1 is their supervisor. With the SOQL Record Criteria, you can set up triggering the CT Mobile Workflow only for shop assistants.

If the Parent Record value in the clm__Scope__c field:

  • the SOQL filter for records of the object in the clm__ParentObjectAPIName__c field;

If the Related Records value in the clm__Scope__c field:

  • the SOQL filter for records of the object in the clm__ObjectAPIName__c field.

To check the null values, use the null operator, for example, WHERE ActivityDate != null.

Target (deprecated)

clm__Target__c

Picklist

Not in use.

Values (deprecated)

clm__FieldValues__c

Text(255)

Not in use.
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