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.