EntityId Identifiers
The association of a field with a specific entity is determined by the value of the entityId field. Below are the identifiers for different entities:
CRM
- Lead –
CRM_LEAD - Contact –
CRM_CONTACT - Company –
CRM_COMPANY - Deal –
CRM_DEAL - Estimate –
CRM_QUOTE - Invoice –
CRM_INVOICE - SPA –
CRM_ + {ID}, where ID is the identifier of the SPA (not the type identifier) - New invoices –
CRM_SMART_INVOICE
RPA
In the RPA module, the field is constructed using the rule RPA_ + {ID}, where ID is the identifier of the process.
Copied
Previous