Process
Export of these records is included as a Standard CSV Export.
Process
| Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
| Process | No | No | Row type indicator for a process definition | ||
| Name | Yes | Yes | string(255) | Identifier name of the rule | |
| Description | No | No | Description of what the workflow process does | ||
| Priority | No | No | Execution priority (1-100) when multiple processes match | ||
| Active | No | No | Whether the process is active (yes/no) | ||
| Preferred | No | No | Whether the process is the preferred launch_any_form choice (yes/no) | ||
| Execute First Match | No | No | Stop after the first matching step (yes/no) | ||
| Trigger Type | No | No | Type of trigger (click, system_event, document_event, option_selected) | ||
| Trigger Event | No | No | The event that fires the trigger | ||
| Trigger Subject | No | No | The subject or object type the trigger applies to | ||
| Trigger Subject ID | No | No | Optional id of a specific subject record the trigger is scoped to | ||
| Sub Document Type | No | No | Optional sub-document type for cxml/email triggers | ||
| Sync Override | No | No | Run the trigger in the opposite of its default direction: a synchronous-by-default trigger runs asynchronously, and an asynchronous-by-default trigger runs synchronously/inline (yes/no) | ||
| Button Name | No | No | Display name for click trigger buttons | ||
| Button Location | No | No | Location where the button appears | ||
| Button Alt Text | No | No | Alt text for the trigger button | ||
| Tags | No | No | Pipe-separated tag names attached to a click trigger | ||
| Business Groups | No | No | Pipe-separated business group names attached to a click trigger | ||
| Step | No | No | Row type indicator for a step definition | ||
| Position | No | No | Order position of the step within the process (1-based) | ||
| Subject | No | No | string(255) | Document subject the step targets | |
| Operator | No | No | Logical operator for combining rules (and/or) | ||
| Always Evaluate | No | No | Whether to evaluate this step regardless of prior step results (yes/no) | ||
| Action Name | No | No | Name of the action to execute | ||
| Action Arguments | No | No | JSON-formatted arguments for the action | ||
| Action Input Expression | No | No | Input expression passed to the action | ||
| Action Description | No | No | Description of what the action does | ||
| Action Associated Object ID | No | No | Optional foreign key to an object the action references (e.g. ContractTemplate) | ||
| Rule | No | No | Row type indicator for a rule definition | ||
| Left Hand Side | No | No | Left hand side expression to evaluate | ||
| Comparator | No | No | Comparison operator (equals, greater_than, etc.) | ||
| Right Hand Side | No | No | Right hand side value to compare against | ||
| Rule Type | No | No | Type of rule (string, numeric, boolean, money, date, account, ...) | ||
| RHS Unit | No | No | Unit for the right hand side value (e.g. currency code for money rules) | ||
| Input Expression | No | No | Input expression for the schedule evaluation | ||
| System Rule | No | No | Whether the rule is a system-protected rule (yes/no) | ||
| Include Children | No | No | Whether the rule applies to children objects too (yes/no) | ||
| Custom Field Attribute ID | No | No | Optional foreign key to the custom field attribute the rule targets | ||
| Account Type ID | No | No | Required account type id for account rules | ||
| Segment 1 | No | No | Account segment 1 value (account rules only) | ||
| Segment 2 | No | No | Account segment 2 value (account rules only) | ||
| Segment 3 | No | No | Account segment 3 value (account rules only) | ||
| Segment 4 | No | No | Account segment 4 value (account rules only) | ||
| Segment 5 | No | No | Account segment 5 value (account rules only) | ||
| Segment 6 | No | No | Account segment 6 value (account rules only) | ||
| Segment 7 | No | No | Account segment 7 value (account rules only) | ||
| Segment 8 | No | No | Account segment 8 value (account rules only) | ||
| Segment 9 | No | No | Account segment 9 value (account rules only) | ||
| Segment 10 | No | No | Account segment 10 value (account rules only) | ||
| Segment 11 | No | No | Account segment 11 value (account rules only) | ||
| Segment 12 | No | No | Account segment 12 value (account rules only) | ||
| Segment 13 | No | No | Account segment 13 value (account rules only) | ||
| Segment 14 | No | No | Account segment 14 value (account rules only) | ||
| Segment 15 | No | No | Account segment 15 value (account rules only) | ||
| Segment 16 | No | No | Account segment 16 value (account rules only) | ||
| Segment 17 | No | No | Account segment 17 value (account rules only) | ||
| Segment 18 | No | No | Account segment 18 value (account rules only) | ||
| Segment 19 | No | No | Account segment 19 value (account rules only) | ||
| Segment 20 | No | No | Account segment 20 value (account rules only) | ||
| Schedule | No | No | Row type indicator for a step schedule definition | ||
| Schedule Type | No | No | Schedule type (currently only configured_interval is supported) | ||
| Interval Value | No | No | Numeric size of the interval | ||
| Interval Unit | No | No | Unit of the interval (days, weeks, months) | ||
| Interval Preference | No | No | Whether the interval runs before or after the condition field | ||
| Condition Field | No | No | Name of the date field the interval is computed from |