Documentation

entityId identifiers

Field association to a specific entity is determined by the entityId field value. Identifiers for various entities are listed below:

CRM

  • Lead - CRM_LEAD
  • Contact - CRM_CONTACT
  • Company - CRM_COMPANY
  • Deal - CRM_DEAL
  • Estimate - CRM_QUOTE
  • Invoice - CRM_INVOICE
  • SPA - CRM_ + {ID}, where ID - SPA ID (not a type identifier)
  • New invoices – CRM_SMART_INVOICE

RPA

RPA module builds a field using the rule RPA_ + {ID}, where ID equals process ID.



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