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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