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GraphQLRepositoriesapprovalProcess

entities.approvalProcess

Read approval process records with the approvalProcess repository, and change them with the approval process mutations. Same records as the REST ApprovalProcesses entity.

Queries

Fields of entities { approvalProcess { … } }.

KindFieldReturns
QUERYgetById(entityId: ID!)
Returns the record with the given id, or null when there is none. Deleted records are returned as well.
ApprovalProcessEntity
QUERYgetByIds(entityIds: [ID!]!)
Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
[ApprovalProcessEntity!]!
QUERYgetAll(limit: Int, offset: Int, filter: ApprovalProcessFilterInput, orderBy: [ApprovalProcessOrderByInput!], includeDeleted: Boolean)
Returns the records that match the filter, paged with limit and offset.
[ApprovalProcessEntity!]!
QUERYgetByCriteria(filter: ApprovalProcessFilterInput, orderBy: [ApprovalProcessOrderByInput!], includeDeleted: Boolean, before: String, after: String, first: Int, last: Int)
Returns the records that match the filter as a cursor-paginated connection.
ApprovalProcessEntityConnection
QUERYgetChangedFieldsSinceRevision(id: UUID!, revision: Int!)
Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
[UUID!]!
QUERYgetByApprovalProcessCriteria(listingOptions: ProcessTabDataGridViewOptionsParams!, filter: ApprovalProcessFilterInput, orderBy: [ApprovalProcessOrderByInput!], before: String, after: String, first: Int, last: Int)
Returns a page of approval processes filtered by owner, enabled state and status, in addition to the regular filter.
ApprovalProcessEntityConnection
QUERYgetApprovalProcessesWithManualTrigger(limit: Int, offset: Int, filter: ApprovalProcessFilterInput, orderBy: [ApprovalProcessOrderByInput!])
Returns approval processes with a manual trigger that the current user is allowed to start, according to each trigger's allowed users and units.
[ApprovalProcessEntity!]!

Mutations

KindMutationDoesReturns
MUTATIONcreateApprovalProcess(input: CreateApprovalProcessInput!, validationLevel: [ValidationLevel!])Create one recordCreateApprovalProcessPayload
MUTATIONupdateApprovalProcess(input: UpdateApprovalProcessInput!, validationLevel: [ValidationLevel!], sessionIdToUpdate: String)Update fieldsUpdateApprovalProcessPayload
MUTATIONbulkUpdateApprovalProcess(input: [CreateOrUpdateApprovalProcessInput!]!, deleteInput: [DeleteApprovalProcessInput!], validationLevel: [ValidationLevel!], rollbackMethod: RollbackMethod, match: MatchingInput)Create or update many; per-item resultsBulkUpdateApprovalProcessPayload
MUTATIONdeleteApprovalProcess(input: DeleteApprovalProcessInput!)Soft-deleteDeleteApprovalProcessPayload

Types

The types this repository uses, each with its fields and their descriptions. Types several repositories share, such as PageInfo and the filter fields, are in the types index.

ApprovalProcessEntity object 21 fields: isDeleteProtected, id, isDeleted, …

Approval rule that raises approval requests for records of an entity when its trigger conditions are met, and defines who approves them.

FieldTypeDescription
isDeleteProtectedBoolean!True when the record is protected against deletion because it must always exist in the space. Deleting a record that is not protected can still fail on other checks. Read-only.
idID!Unique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
ownerClientEntityUser who owns the approval process.
descriptionStringFree-text description shown alongside the approval process.
entityTypeBaseEntityTypeEnumEntity whose records the approval process is raised for, taken from the trigger in settings. Read-only.
isEnabledBoolean!When true, the approval process actively raises approvals on matching record events; when false, the process is paused.
lastSchemaChangeDateTimeTimestamp of the most recent change to settings.
lastStatusChangeDateTimeTimestamp of the most recent change to isEnabled.
nameString!Name of the entity and its default text representation.
ownerIdID!Id of the owning user.
priorityIntPosition of this process among approval processes for the same record-trigger entity type; lower values are evaluated first. Read-only; managed via update_priority. Null for manual-trigger approval processes.
settingsApprovalProcessSchemaApproval process schema as a JSON object conforming to the ApprovalProcessSchema type — trigger, filter, approver settings, and approve/reject nodes. Validated on write.
documents[CloudObjectRelationEntity!]Files attached to the approval process (e.g. process documentation).
activityLogsApprovalEntityConnection (7 args)Approvals (one per process run) raised by this approval process.
triggerEntityNameEntityNameEnumFor record-change triggers, the entity whose records can raise an approval (e.g. "Quote"). Empty for manual triggers.
statusProcessStatusEnumOverall status of the approval process, derived from the approvals it raised since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are none.
triggerTypeApprovalProcessTriggerTypeEnumHow approvals are raised: Manual (a user must initiate) or RecordChange (automatically when a record matching the trigger condition is created or updated).
instancePermissions[EntityPermsEnum!]! (1 args)Permissions the current user has on this record, out of the requested ones.
ApprovalProcessEntityConnection object pageInfo: PageInfo!, edges: [ApprovalProcessEntityEdge]!, totalCount: Int

Paginated list of ApprovalProcess records.

FieldTypeDescription
pageInfoPageInfo!Pagination data for this connection.
edges[ApprovalProcessEntityEdge]!Contains the nodes in this connection.
totalCountIntTotal number of items in the connection.
ApprovalProcessEntityEdge object node: ApprovalProcessEntity, cursor: String!

A Relay edge containing a ApprovalProcessEntity and its cursor.

FieldTypeDescription
nodeApprovalProcessEntityThe item at the end of the edge
cursorString!A cursor for use in pagination
ApprovalProcessFilterInput input AND, OR, NOT, globalSearchQuery, one condition per field

Filter conditions for ApprovalProcess records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.

Input fieldTypeDescription
OR[ApprovalProcessFilterInput!]Matches records that meet at least one of the listed filters.
AND[ApprovalProcessFilterInput!]Matches records that meet all of the listed filters.
NOTApprovalProcessFilterInputMatches records that do not meet this filter.
globalSearchQueryStringSearch term matched against the fields that the global search covers for this entity.
idEntityFilterStringFieldUnique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedEntityFilterDateTimeFieldLast modification time.
createdEntityFilterDateTimeFieldCreation time.
descriptionEntityFilterStringFieldFree-text description shown alongside the approval process.
entityTypeBaseEntityTypeEnumFilterInputEntity whose records the approval process is raised for, taken from the trigger in settings. Read-only.
isEnabledBooleanWhen true, the approval process actively raises approvals on matching record events; when false, the process is paused.
lastSchemaChangeEntityFilterDateTimeFieldTimestamp of the most recent change to settings.
lastStatusChangeEntityFilterDateTimeFieldTimestamp of the most recent change to isEnabled.
nameEntityFilterStringFieldName of the entity and its default text representation.
ownerIdEntityFilterStringFieldId of the owning user.
priorityEntityFilterNumberFieldPosition of this process among approval processes for the same record-trigger entity type; lower values are evaluated first. Read-only; managed via update_priority. Null for manual-trigger approval processes.
triggerEntityNameEntityNameEnumFor record-change triggers, the entity whose records can raise an approval (e.g. "Quote"). Empty for manual triggers.
statusProcessStatusEnumOverall status of the approval process, derived from the approvals it raised since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are none.
triggerTypeApprovalProcessTriggerTypeEnumHow approvals are raised: Manual (a user must initiate) or RecordChange (automatically when a record matching the trigger condition is created or updated).
ownerClientFilterInputUser who owns the approval process. Matches records where a related record meets these conditions.
documentsCloudObjectRelationFilterInputFiles attached to the approval process (e.g. process documentation). Matches records where a related record meets these conditions.
activityLogsApprovalFilterInputApprovals (one per process run) raised by this approval process. Matches records where a related record meets these conditions.
ApprovalProcessOrderByInput input Asc or Desc per field

Sorting of ApprovalProcess records. Set exactly one field in each item; list several items to sort by more fields, in order of priority.

Input fieldTypeDescription
idOrderByEnumUnique identifier of entity.
isDeletedOrderByEnumSpecifies if the entity is considered deleted.
modifiedOrderByEnumLast modification time.
createdOrderByEnumCreation time.
owner[ClientOrderByNestedInput!]User who owns the approval process. Sorts by fields of the related record, listed in order of priority.
descriptionOrderByEnumFree-text description shown alongside the approval process.
isEnabledOrderByEnumWhen true, the approval process actively raises approvals on matching record events; when false, the process is paused.
lastSchemaChangeOrderByEnumTimestamp of the most recent change to settings.
lastStatusChangeOrderByEnumTimestamp of the most recent change to isEnabled.
nameOrderByEnumName of the entity and its default text representation.
ownerIdOrderByEnumId of the owning user.
priorityOrderByEnumPosition of this process among approval processes for the same record-trigger entity type; lower values are evaluated first. Read-only; managed via update_priority. Null for manual-trigger approval processes.
triggerEntityNameOrderByEnumFor record-change triggers, the entity whose records can raise an approval (e.g. "Quote"). Empty for manual triggers.
statusOrderByEnumOverall status of the approval process, derived from the approvals it raised since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are none.
triggerTypeOrderByEnumHow approvals are raised: Manual (a user must initiate) or RecordChange (automatically when a record matching the trigger condition is created or updated).
CreateApprovalProcessInput input name: String!, description: String, ownerId: UUID, settings: JSONString

Field values of a new ApprovalProcess record.

Input fieldTypeDescription
nameString!Name of the approval process.
descriptionStringFree-text description shown alongside the approval process.
ownerIdUUIDId of the user who owns the approval process. Defaults to the calling user.
settingsJSONStringApproval process schema as a JSON object conforming to the ApprovalProcessSchema type: trigger, filter, approver settings and approve/reject nodes. Validated on write. The new approval process is created disabled.
CreateOrUpdateApprovalProcessInput input 12 fields: clientMutationId, id, modified, …

Field values of an ApprovalProcess record to create, or to update when its id is set.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idIDUnique identifier of entity.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
descriptionStringFree-text description shown alongside the approval process.
isEnabledBooleanWhen true, the approval process actively raises approvals on matching record events; when false, the process is paused.
lastSchemaChangeDateTimeTimestamp of the most recent change to settings.
lastStatusChangeDateTimeTimestamp of the most recent change to isEnabled.
nameStringName of the entity and its default text representation.
ownerIdIDId of the owning user.
settingsJSONStringApproval process schema as a JSON object conforming to the ApprovalProcessSchema type — trigger, filter, approver settings, and approve/reject nodes. Validated on write.
documents[CreateCloudObjectRelationNoBackrefInput!]Files attached to the approval process (e.g. process documentation).
DeleteApprovalProcessInput input clientMutationId: String, id: ID!

Id of the ApprovalProcess record to delete.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idID!Unique identifier of entity.
UpdateApprovalProcessInput input 12 fields: clientMutationId, id, modified, …

Id of an ApprovalProcess record and the field values to change.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idID!Unique identifier of entity.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
descriptionStringFree-text description shown alongside the approval process.
isEnabledBooleanWhen true, the approval process actively raises approvals on matching record events; when false, the process is paused.
lastSchemaChangeDateTimeTimestamp of the most recent change to settings.
lastStatusChangeDateTimeTimestamp of the most recent change to isEnabled.
nameStringName of the entity and its default text representation.
ownerIdIDId of the owning user.
settingsJSONStringApproval process schema as a JSON object conforming to the ApprovalProcessSchema type — trigger, filter, approver settings, and approve/reject nodes. Validated on write.
documents[CreateCloudObjectRelationNoBackrefInput!]Files attached to the approval process (e.g. process documentation).
BulkUpdateApprovalProcessPayload object result: BulkUpdateResults!

Result of the bulkUpdateApprovalProcess mutation.

FieldTypeDescription
resultBulkUpdateResults!Ids of the created, updated and deleted records, and the items that failed.
CreateApprovalProcessPayload object approvalProcess: ApprovalProcessEntity

Result of the createApprovalProcess mutation.

FieldTypeDescription
approvalProcessApprovalProcessEntityThe created record.
DeleteApprovalProcessPayload object approvalProcess: ApprovalProcessEntity, clientMutationId: String

Result of the deleteApprovalProcess mutation.

FieldTypeDescription
approvalProcessApprovalProcessEntityThe deleted record.
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
UpdateApprovalProcessPayload object approvalProcess: ApprovalProcessEntity, clientMutationId: String

Result of the updateApprovalProcess mutation.

FieldTypeDescription
approvalProcessApprovalProcessEntityThe updated record.
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
ApprovalProcessApprover object type: ApprovalProcessApproverType!, id: UUID

Approver of an approval process: a specific user, or a role resolved from the record, such as the managers of its sales unit.

FieldTypeDescription
typeApprovalProcessApproverType!Kind of approver: a specific user (User), the managers of the record's sales unit (SalesUnitManager) or the record owner (Owner).
idUUIDId of the approving user when type is User; empty for the other approver types.
ApprovalProcessApproverType enum User, SalesUnitManager, Owner

Who is asked to approve a record in an approval process.

ValueDescription
UserA specific user, given by id.
SalesUnitManagerThe managers of the record's sales unit.
OwnerThe owner of the record.
ApprovalProcessExpirationResult enum Approve, Reject

Decision applied automatically when an approval request expires without a response.

ValueDescription
ApproveThe record is approved.
RejectThe record is rejected.
ApprovalProcessManualTrigger object 5 fields: actor, actorUnits, actorUsers, …

Trigger that lets users start an approval process manually on a record.

FieldTypeDescription
actorProcessRecordTriggerActorEnum!Which users are allowed to start the process: the process owner, selected users and sales units, any user, or applications only.
actorUnits[UUID!]!Sales units whose members are allowed to start the process. Applies when the actor is restricted to selected units and users.
actorUsers[UUID!]!Individual users allowed to start the process. Applies when the actor is restricted to selected units and users.
entityTypeEntityNameEnum!Type of record whose changes start this process, such as Lead, Opportunity, Account or Contact.
entityApiNameStringAPI name of the custom entity that starts this process. Set only when the trigger entity type is a custom entity.
ApprovalProcessRecordLock enum ManagersCanEdit, ManagersAndApproversCanEdit

Who can still edit a record while its approval is pending or approved.

ValueDescription
ManagersCanEditOnly approval process managers can edit the record.
ManagersAndApproversCanEditApproval process managers and the record's approvers can edit the record.
ApprovalProcessRecordTrigger object 7 fields: actor, actorUnits, actorUsers, …

Trigger that starts an approval process when a record is created or updated.

FieldTypeDescription
actorProcessRecordTriggerActorEnum!Which users are allowed to start the process: the process owner, selected users and sales units, any user, or applications only.
actorUnits[UUID!]!Sales units whose members are allowed to start the process. Applies when the actor is restricted to selected units and users.
actorUsers[UUID!]!Individual users allowed to start the process. Applies when the actor is restricted to selected units and users.
entityTypeEntityNameEnum!Type of record whose changes start this process, such as Lead, Opportunity, Account or Contact.
entityApiNameStringAPI name of the custom entity that starts this process. Set only when the trigger entity type is a custom entity.
applications[UUID!]!Applications whose actions are allowed to start the approval process. When empty, no application restriction is applied.
eventApprovalProcessRecordTriggerEventEnum!Record change that starts the approval process: record created, updated, or created or updated.
ApprovalProcessRecordTriggerEventEnum enum Create, CreateOrUpdate, Update

Record event that starts an approval process automatically.

ValueDescription
CreateA record is created.
CreateOrUpdateA record is created or updated.
UpdateA record is updated.
ApprovalProcessSchema object 5 fields: trigger, filter, settings, …

Definition of an approval process: what starts it, which records it applies to, who approves and what happens on approval or rejection.

FieldTypeDescription
triggerApprovalProcessTrigger!What starts the approval — a record event or a manual launch.
filterProcessFilterNode!Condition deciding which records the approval applies to.
settingsApprovalProcessSettings!Approver list and approval behaviour.
approveNodes[ProcessNodeInterface!]!Actions run when the approval is approved.
rejectNodes[ProcessNodeInterface!]!Actions run when the approval is rejected.
ApprovalProcessSettings object 8 fields: approvers, allApprove, canDelegate, …

Approvers of an approval process and how the approval is decided, delegated and expired.

FieldTypeDescription
approvers[ApprovalProcessApprover!]!Ordered list of approvers who must act on the approval.
allApproveBoolean!When true, every approver must approve; when false, a single approval suffices.
canDelegateBoolean!When true, an approver may delegate their decision to another user.
recordLockApprovalProcessRecordLock!Who may still edit the record while approval is pending — managers, or managers and approvers.
expirationBoolean!When true, the approval auto-resolves after expirationDays without a decision.
expirationDaysInt!Days before an unanswered approval expires; at least 1 when expiration is true.
expirationResultApprovalProcessExpirationResult!Outcome applied when the approval expires — Approve or Reject.
salesProcessDependencyBoolean!When true, the approval is tied to the sales step of the record being approved.
ApprovalProcessTrigger union ApprovalProcessManualTrigger | ApprovalProcessRecordTrigger

What starts an approval process: a change of a record or a manual start.

ApprovalProcessTriggerTypeEnum enum Manual, RecordChange

How approval requests of an approval process are raised.

ValueDescription
ManualA user submits the record for approval.
RecordChangeRaised automatically when a record matching the trigger condition is created or updated.
ProcessActorInterface interface actor: ProcessRecordTriggerActorEnum!, actorUnits: [UUID!]!, actorUsers: [UUID!]!

Users who are allowed to start a process or an approval process.

FieldTypeDescription
actorProcessRecordTriggerActorEnum!Which users are allowed to start the process: the process owner, selected users and sales units, any user, or applications only.
actorUnits[UUID!]!Sales units whose members are allowed to start the process. Applies when the actor is restricted to selected units and users.
actorUsers[UUID!]!Individual users allowed to start the process. Applies when the actor is restricted to selected units and users.
ProcessArchiveRecordNode object 6 fields: id, parentId, name, …

A node which archives the record: a lead, opportunity, quote, account or contact.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
completeRelatedActivitiesBoolean!When true, mark all activities related to the archived record as completed.
ProcessChangeOwnershipAssigneeType enum Client, SalesUnit

Where a change-ownership action picks the new owner from.

ValueDescription
ClientFrom a list of specific users.
SalesUnitFrom the members of the selected sales units.
ProcessChangeOwnershipNode object 7 fields: id, parentId, name, …

Process action that assigns a new owner to the record, rotating among users or the members of sales units.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
assigneeTypeProcessChangeOwnershipAssigneeType!Whether the new owner is picked from a list of specific users or from the members of selected sales units.
clientIds[ID!]!Users among whom ownership is rotated in round-robin order. Used when the assignee type is a list of users.
salesUnitIds[ID!]!Sales units whose members ownership is rotated among in round-robin order. Used when the assignee type is sales unit.
ProcessCopyRecordNode object 7 fields: id, parentId, name, …

Process action that creates a copy of the triggered record.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
ProcessCreateRecordNode object 9 fields: id, parentId, name, …

A node which creates a new record that is not linked to the triggering record.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
entityTypeEntityNameEnum!Type of record this node creates, such as Lead, Opportunity, Account, Contact, Task or Appointment.
entityApiNameStringAPI name of the custom entity this node creates. Set only when the created record type is a custom entity.
ProcessCreateRelatedRecordNode object 10 fields: id, parentId, name, …

A node which creates entity with relation to the triggered entity

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
relationProcessRecordNodeRelationEnum!Relationship from the triggered record to the related records this node acts on, such as a standard relation, a primary account or contact, a parent account, or a lookup field relation.
relationLookupFieldIdStringLookup field that defines the relation. Required when the relation is a lookup, and must be empty otherwise.
entityApiNameStringAPI name of the related custom entity. Set only when the related record type is a custom entity.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
ProcessEnrollEmailSequenceNode object 5 fields: id, parentId, name, …

Automation step that enrolls the triggered record into an email sequence.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
emailSequenceIdUUID!Email sequence the triggered record is enrolled into.
ProcessFilterNode object 8 fields: id, parentId, name, …

Process node holding filter conditions; only the records that match them continue through the process.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
isEnabledBoolean!Whether the filter is applied. When false, the filter conditions are ignored.
filterMainBoxMainFilterBox!Primary group of filter conditions evaluated on the main record type.
filterSiblingBoxes[FilterBox!]!Additional groups of filter conditions evaluated on related record types.
operatorFilterGroupOperator!How the filter conditions are combined: all must match, any may match, or a custom expression.
formulaStringCustom boolean expression combining the numbered filter conditions. Used when the operator is a custom expression.
ProcessLinkRecordNode object 14 fields: id, parentId, name, …

Process action that links the triggered record to existing related records.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
triggerProcessBoolean!When true, the records linked by this node also start another process.
triggerProcessIdUUIDProcess that the linked records start when triggering another process is enabled.
relationProcessRecordNodeRelationEnum!Relationship from the triggered record to the related records this node acts on, such as a standard relation, a primary account or contact, a parent account, or a lookup field relation.
relationLookupFieldIdStringLookup field that defines the relation. Required when the relation is a lookup, and must be empty otherwise.
entityApiNameStringAPI name of the related custom entity. Set only when the related record type is a custom entity.
recordIdentificationTypeProcessRecordIdentificationType!How the records to link are found: by a filter condition, or by matching a field value against a field on the triggered record.
recordFilterFieldFilterCondition that selects the records to link. Used when records are identified by filter.
triggeredRecordFieldIdUUIDField on the triggered record whose value is matched to find records to link. Used when records are identified by field.
recordFieldIdUUIDField on the candidate records that must match the triggered record value. Used when records are identified by field.
linkAllBoolean!When true, link every matching record; when false, link only the best single match.
ProcessManualTrigger object 5 fields: actor, actorUnits, actorUsers, …

Trigger that lets users start a process manually on a record.

FieldTypeDescription
actorProcessRecordTriggerActorEnum!Which users are allowed to start the process: the process owner, selected users and sales units, any user, or applications only.
actorUnits[UUID!]!Sales units whose members are allowed to start the process. Applies when the actor is restricted to selected units and users.
actorUsers[UUID!]!Individual users allowed to start the process. Applies when the actor is restricted to selected units and users.
entityTypeEntityNameEnum!Type of record whose changes start this process, such as Lead, Opportunity, Account or Contact.
entityApiNameStringAPI name of the custom entity that starts this process. Set only when the trigger entity type is a custom entity.
ProcessNodeInterface interface id: ID!, parentId: ID, name: String!

Node of a process: a condition or an action in the process tree.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
ProcessNodeSchedule object offset: Int!, offsetUnit: ProcessNodeScheduleUnitEnum!, offsetFieldId: UUID, date: DateTime

Delay of a process action: an offset from the trigger time or from a date field, or a fixed date.

FieldTypeDescription
offsetInt!Delay before the action runs, expressed in the chosen unit. Positive values schedule after the reference point, negative values before it.
offsetUnitProcessNodeScheduleUnitEnum!Unit of the offset: minutes, hours, days, working days, weeks or months.
offsetFieldIdUUIDDate field on the triggered record that the offset is measured from. When omitted, the offset is measured from the time the action is reached.
dateDateTimeFixed date and time at which the action runs, used instead of an offset.
ProcessNodeScheduleUnitEnum enum Minute, Hour, Day, WorkingDay, Week, Month

Time unit of a scheduling offset in a process.

ValueDescription
MinuteOffset measured in minutes.
HourOffset measured in hours.
DayOffset measured in calendar days.
WorkingDayDays that count only the space's working days.
WeekOffset measured in weeks.
MonthOffset measured in months.
ProcessQualifyRecordNode object 5 fields: id, parentId, name, …

Automation step that qualifies the lead that triggered the automation into an opportunity.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
ProcessRecordIdentificationType enum Filter, Field

How a link-record action finds the records to link.

ValueDescription
FilterRecords matching a filter condition.
FieldRecords whose field value matches a field on the triggered record.
ProcessRecordTrigger object 9 fields: actor, actorUnits, actorUsers, …

Trigger that starts a process on a change of a record, such as its creation, update or deletion.

FieldTypeDescription
actorProcessRecordTriggerActorEnum!Which users are allowed to start the process: the process owner, selected users and sales units, any user, or applications only.
actorUnits[UUID!]!Sales units whose members are allowed to start the process. Applies when the actor is restricted to selected units and users.
actorUsers[UUID!]!Individual users allowed to start the process. Applies when the actor is restricted to selected units and users.
entityTypeEntityNameEnum!Type of record whose changes start this process, such as Lead, Opportunity, Account or Contact.
entityApiNameStringAPI name of the custom entity that starts this process. Set only when the trigger entity type is a custom entity.
eventProcessRecordTriggerEventEnum!Record change that starts the process: record created, updated, created or updated, deleted, or an email sent or received.
changedFields[UUID!]Fields whose change starts the process. When empty, a change to any field qualifies. Applies to the update event.
applications[UUID!]Applications whose actions are allowed to start the process. When empty, no application restriction is applied.
parentEntityTypeEntityNameEnumParent record type used when the trigger entity is a product line item, identifying whether the parent is an opportunity or a quote.
ProcessRecordTriggerActorEnum enum ProcessOwner, SelectedUnitsAndUsers, AnyUser, ApplicationsOnly

Whose actions start a process: the process owner, selected users and sales units, any user, or only selected applications.

ValueDescription
ProcessOwnerOnly actions of the process owner; always used by personal processes.
SelectedUnitsAndUsersActions of the selected users and members of the selected sales units.
AnyUserActions of any user.
ApplicationsOnlyOnly changes made through the selected applications; not available for manual triggers.
ProcessScheduleInterface interface schedule: ProcessNodeSchedule

Process action whose run can be delayed by a schedule.

FieldTypeDescription
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
ProcessSendEmailNode object 6 fields: id, parentId, name, …

Automation step that sends an email, either to each recipient individually or as one mass email.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
isMassBoolean!Whether the email is sent as a single mass mailing to all recipients rather than as individual messages.
emailProcessNodeEmail!Email message this node sends.
ProcessSendWebhookNode object 5 fields: id, parentId, name, …

Process action that sends an HTTP request to an external URL.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
webhookProcessWebhook!Webhook request this node sends.
ProcessTriggerProcessNode object 10 fields: id, parentId, name, …

Process action that starts another process for the triggered record or its related records.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
triggerRelationProcessRecordNodeRelationEnumRelation from the triggered record to the records the process is started for; null starts it for the triggered record itself.
triggerRelationEntityApiNameStringAPI name of the related custom entity to start the process for. Set only when the relation targets a custom entity.
triggerRelationSenderBooleanWhen true, the related records are passed to the started process as the records that triggered it.
relationLookupFieldIdStringLookup field that defines the relation. Required when the relation is a lookup, and must be empty otherwise.
processIdUUID!Process that this node starts.
filterFieldFilterOptional condition that narrows which related records the started process runs for.
ProcessUnarchiveRecordNode object 5 fields: id, parentId, name, …

A node which takes an archived lead, opportunity, quote, account or contact out of the archive.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
newClosingDateDateClosing date set on the record when it is unarchived. Required when unarchiving an opportunity or quote.
ProcessUnenrollEmailSequenceNode object 5 fields: id, parentId, name, …

Automation step that removes the triggered record from an email sequence.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
emailSequenceIdUUID!Email sequence the triggered record is removed from.
ProcessUpdateAiFieldsNode object 10 fields: id, parentId, name, …

Automatizer action node that triggers AI Smart Field value updates.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
smartAiFieldIds[UUID!]!AI smart fields whose values are recalculated when this node runs.
relationProcessRecordNodeRelationEnumRelationship from the triggered record to the records whose AI fields are updated. When null, the triggered record itself is updated.
relationLookupFieldIdStringLookup field that defines the relation. Required when the relation is a lookup, and must be empty otherwise.
entityApiNameStringAPI name of the related custom entity whose AI fields are updated. Set only when the related record type is a custom entity.
ProcessUpdateRecordNode object 7 fields: id, parentId, name, …

Automation step that updates the record that triggered the automation.

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
ProcessUpdateRelatedRecordNode object 11 fields: id, parentId, name, …

A node which updates related entities of triggered entity

FieldTypeDescription
idID!Unique identifier of this node within the process node tree.
parentIdIDIdentifier of the node that precedes this one in the process node tree. Null for nodes attached directly to the trigger.
nameString!Display name of the node shown in the process builder.
scheduleProcessNodeScheduleOptional schedule that delays this action to a later time. When null, the action runs immediately when reached.
relationProcessRecordNodeRelationEnum!Relationship from the triggered record to the related records this node acts on, such as a standard relation, a primary account or contact, a parent account, or a lookup field relation.
relationLookupFieldIdStringLookup field that defines the relation. Required when the relation is a lookup, and must be empty otherwise.
entityApiNameStringAPI name of the related custom entity. Set only when the related record type is a custom entity.
entityProcessEntityTemplateField values and operations applied to the record this node creates or updates.
triggerProcessBoolean!When true, the records affected by this node also start another process.
triggerProcessIdUUIDProcess that the affected records start when triggering another process is enabled.
filterFieldFilterOptional condition that narrows which related records are updated. When omitted, all related records are updated.
ProcessWebhook object 8 fields: requestType, url, requestFormat, …

HTTP request a process sends: method, URL, body, authentication and headers.

FieldTypeDescription
requestTypeProcessWebhookRequestType!HTTP method the webhook request is sent with: POST, GET, PUT, PATCH or DELETE.
urlString!Target URL the webhook request is sent to. Must be an https address and may contain personalization tags.
requestFormatProcessWebhookRequestFormat!Format of the request body: plain text, JSON or XML.
simpleContent[String!]Fields to include in the request body, given as field identifiers or personalization markers. Mutually exclusive with advanced content.
advancedContentStringFree-form request body template with personalization tags. Mutually exclusive with simple content.
timeFormatProcessWebhookTimeFormat!How date and time values in the request body are formatted: a Unix timestamp or an ISO 8601 string.
basicAuthProcessWebhookBasicAuthOptional HTTP basic authentication credentials sent with the request.
headers[ProcessWebhookHeader!]Custom HTTP headers sent with the webhook request.
ProcessWebhookBasicAuth object username: String, password: String

HTTP basic authentication credentials sent with a process webhook request.

FieldTypeDescription
usernameStringUsername sent with the webhook request using HTTP basic authentication.
passwordStringPassword sent with the webhook request using HTTP basic authentication. Returned masked.
ProcessWebhookHeader object key: String, value: String, encrypted: Boolean

Custom HTTP header sent with a process webhook request.

FieldTypeDescription
keyStringName of the HTTP header sent with the webhook request.
valueStringValue of the HTTP header. Returned masked when the header is marked as encrypted.
encryptedBooleanWhen true, the header value is stored encrypted and hidden in responses.
ProcessWebhookRequestFormat enum Text, JSON, XML

Format of the body of a webhook request.

ValueDescription
TextPlain text (text/plain).
JSONJSON (application/json).
XMLXML (text/xml).
ProcessWebhookRequestType enum POST, GET, PUT, PATCH, DELETE

HTTP method a webhook action uses for its request.

ValueDescription
POSTSends the request with the HTTP POST method.
GETSends the request with the HTTP GET method.
PUTSends the request with the HTTP PUT method.
PATCHSends the request with the HTTP PATCH method.
DELETESends the request with the HTTP DELETE method.
ProcessWebhookTimeFormat enum Timestamp, ISO8601

How dates and times are written in a webhook request body.

ValueDescription
TimestampUnix timestamp in seconds.
ISO8601ISO 8601 string.