Developers
Set your API contextPick a region and space ID once. Every sample fills in your base URL.
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In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

Only the region and space ID are kept, in this browser. Never paste a key or password here.

More in the quickstart

GraphQLTypes indexF

Each type links to the repository page that documents it; the types several repositories share are documented below, with their fields.

A B C D E F G H I J L M N O P Q R S T U V W X Y

FeedEmailPreviewFilterTab FeedFilterSender FeedFilterTab FeedPivotReportProfile FeedPreviewFilterTab FeedReportProfileInterface FeedRoleTab FeedsNotificationSettings FeedsNotificationSettingsParams FeedTableReportProfile FeedTag FieldAiGeneralOptions FieldAiGeneralOptionsParams FieldAiOptions FieldAiOptionsParams FieldAiOptionsRelatedRecord FieldAiOptionsRelatedRecordParams FieldAiValueUpdateOptions FieldAiValueUpdateOptionsParams FieldAiValueUpdateSchedule FieldAiValueUpdateScheduleParams FieldDataContainer FieldDataSetItem FieldDataSetRelation FieldDescriptor FieldEntity FieldEntityConnection FieldEntityEdge FieldError FieldFilter FieldFilterInput FieldFilterParams FieldFilterRule FieldFilterRuleParams FieldMappingEntity FieldMappingEntityConnection FieldMappingEntityEdge FieldMappingFilterInput FieldMappingOperation FieldMappingOperationEnum FieldMappingOperationParams FieldMappingOperationTypeEnum FieldMappingOperationTypeEnumFilterInput FieldMappingOrderByInput FieldMappingOrderByNestedInput FieldMappingRepository FieldMappingTemplate FieldMappingTemplateJSONString FieldMappingTemplateParams FieldOperator FieldOptionsProperty FieldOptionsPropertyJSONString FieldOrderByInput FieldOrderByNestedInput FieldPermissionEntity FieldPermissionEntityConnection FieldPermissionEntityEdge FieldPermissionFilterInput FieldPermissionNoFieldBackrefInput FieldPermissionOrderByInput FieldPermissionRepository FieldRepository FieldSequenceEntity FieldSequenceEntityConnection FieldSequenceEntityEdge FieldSequenceFilterInput FieldSequenceOrderByInput FieldSequenceRepository FieldSystemType FieldUseOptions FieldValidator FieldValueOption FieldValueOptionFilterInput FileTypeEnum FileUploadProperty FilterBox FilterBoxInterface FilterBoxParams FilterFieldRuleInterface FilterGroupOperator FilterSiblingBox FinishTargetInput FinishTargetPayload FitnessCustomRule FitnessDescription FitnessDescriptionIndicator FitnessIndicatorSettings FitnessIndicatorSettingsJSONString FitnessIndicatorTypeEnum FitnessIndicatorTypeEnumFilterInput FitnessPeriodEnum FitnessSystemRule Float FloatProperty ForecastBaseValueEnum ForecastColumn ForecastColumnsType ForecastEntity ForecastEntityConnection ForecastEntityEdge ForecastFilterInput ForecastItem ForecastItemValue ForecastListViewOptions ForecastOpenValueTypeEnum ForecastOrderByInput ForecastOwner ForecastPerformanceComparisonType ForecastPerformanceItem ForecastPeriodKind ForecastPeriodOption ForecastPipelineViewOptions ForecastRepository ForecastSchema ForecastTabItem ForecastTrendViewOptions ForecastType ForecastValueComparisonEnum ForeignCurrencyOption Form FormColumn FormContainer FormContainerItemInterface FormContainerItemKind FormField FormItemInterface FormItemKindEnum FormSeparator FormSubsection FormTypeEnum FormTypeEnumFilterInput FormulaValidator FormViewEntity FormViewEntityConnection FormViewEntityEdge FormViewFilterInput FormViewItemColor FormViewItemColorInput FormViewOrderByInput FormViewOrderByNestedInput FormViewRepository FormViewSharingClientRelationEntity FormViewSharingClientRelationEntityConnection FormViewSharingClientRelationEntityEdge FormViewSharingClientRelationFilterInput FormViewSharingClientRelationOrderByInput FormViewSharingClientRelationRepository FormViewSharingSalesUnitRelationEntity FormViewSharingSalesUnitRelationEntityConnection FormViewSharingSalesUnitRelationEntityEdge FormViewSharingSalesUnitRelationFilterInput FormViewSharingSalesUnitRelationOrderByInput FormViewSharingSalesUnitRelationRepository FrozenPaneType

Shared types: F

Types several repositories use, or none does, with their fields and their descriptions.

FeedEmailPreviewFilterTab object isEnabled: Boolean!, hasAttachment: Boolean!, filterBySender: [FeedFilterSender!], filterByPeriod: PeriodOption!

Filter of the email feed: limits the emails shown by attachment, sender and period.

FieldTypeDescription
isEnabledBoolean!Whether the filter is applied. When false, the filter conditions are ignored.
hasAttachmentBoolean!When true, only emails that have an attachment are shown.
filterBySender[FeedFilterSender!]If null or empty - filter is ignored.
filterByPeriodPeriodOption!Time period the emails are restricted to.
FeedFilterSender object entity: EntityNameEnum!, id: ID!

Sender whose messages a feed filter keeps: a user, a sales unit or an application.

FieldTypeDescription
entityEntityNameEnum!Type of the sender: Client (a user), SalesUnit or Application; senders of other types are ignored.
idID!Identifier of the sender record (of the type given by entity) whose feed items are kept by this filter.
FeedPreviewFilterTab object 5 fields: isEnabled, hasAttachment, showOnlyFavorite, …

Filter of a record's feed that narrows the messages shown by attachment, favorite flag, sender and period.

FieldTypeDescription
isEnabledBoolean!Whether the filter is applied. When false, the filter conditions are ignored.
hasAttachmentBoolean!When true, only feed items that have an attachment are shown.
showOnlyFavoriteBoolean!When true, only feed items the current user has marked as favorite are shown.
filterBySender[FeedFilterSender!]If null or empty - filter is ignored.
filterByPeriodPeriodOption!Time period the feed items are restricted to.
FieldDescriptor object 37 fields: id, name, nameTranslated, …

Description of a field: its names, type, the access level of the current user and its type-specific settings.

FieldTypeDescription
idID!Unique identifier of the field.
nameString!Name of the field; a translation key when useLang is true.
nameTranslatedStringField name in the current user's language, taken from nameTranslations. Null when no translation is available for that language.
nameTranslationsJSONString!Map of locale codes to translated field names (e.g. {"en-US": "First name"}). Empty when no translations are defined.
apiNameStringImmutable name of the field used in the REST API and integrations; null for fields without an API name.
graphqlNameStringName of the field in the GraphQL API: apiName in camelCase. Null when the field has no apiName.
entityEntityNameEnumEntity the field belongs to; CustomEntity for custom entities (see entityApiName). Null for fields of an external service (see externalEntity).
entityApiNameStringAPI name of the custom entity the field belongs to; null for fields of other entities.
externalEntityStringName of the entity in an external service (e.g. HubSpot or Salesforce) when the descriptor describes a field of that service; null for Coevera fields.
useLangBoolean!When true, the field name is treated as a translation key and resolved through the translation system; otherwise the literal name is shown.
primitiveTypePrimitiveType!Primitive value type of the field type (e.g. STRING, INT, BOOL, DATE).
typeIdString!Id of the field type (e.g. input, dropdown, currency, lookup).
typeTypeEntity!Field type with its properties, such as whether it is filterable or sortable.
sourceTypeIdString!Type id of the values the field effectively holds: currency for a foreign currency field, the type of the aggregated field for a rollup (integer for a count), the result type of an advanced formula; otherwise the same as typeId.
sourceFieldIdIDId of the field that provides the values: the base value part of a foreign currency field or the field aggregated by a rollup; otherwise the field itself. Null for a rollup that counts records.
permissionLevelAccessLevelFieldEnum!Access level of the current user to the field.
typeEnumClassNameStringFor enum fields, name of the enum type that lists the allowed values (e.g. AccountClassEnum); null for other fields.
isDeletedBoolean!True when the field is deleted.
defaultValueStringDefault value of the field, as text; null when none is set.
compositeFieldIdIDId of this fields composite parent (main) field.
dataSetIdIDId of the data set holding the options of a dropdown, radio or multiselect field; null for other fields.
parentOptionsFieldIdIDFor dependent dropdown/radio fields, id of the parent field whose selected value restricts the options shown on this field.
calcFormulaStringFormula used to calculate value of this field.
sequenceSetIdIDId of sequence set used for this fields for auto incremented fields.
systemRequiredBooleanMarks if field is required no matter what form validator says.
systemReadonlyBooleanMarks if field is readonly by default - cannot be updated.
systemTypeFieldSystemType!Origin of the field: built-in, created by the space, or derived.
sharedWithFieldIdIDWhen the field is shared between abstract entities (e.g. Lead and Opportunity), id of the counterpart field on the other entity; null otherwise.
allowedEntityTypes[AllowedEntityType!]!Entities where field is allowed to be used, for relation fields both left relation entity and right relation entity record is returned. Abstract Entity (e.g. LeadOppty, Activity) are not returned they have to be evaluated by receiver.
lookupLookupPropertyProperties for fields of type lookup. Otherwise null.
rollupRollupPropertyProperties for fields of type rollup. Otherwise null.
advancedFormulaAdvancedFormulaPropertyFormula used to calculate value of this field.
optionsFieldOptionsPropertyType-specific settings of the field, such as the decimal places of a number or the display of a record card; the union member depends on typeId. Null for types without settings.
aiOptionsFieldAiOptionsAI Smart Field options. Available for input, text_area, integer, float, email, phone, url, currency field types.
fieldUseOptionsFieldUseOptionsDescribes possible usage of field in application.
valueOptions[FieldValueOption!] (7 args)Values the field can take, with their labels, e.g. to offer them in a filter. Empty when the field cannot be used in filters. Exactly one of entity or externalEntity must be set.
relatedEntityStringFor relation fields, the entity the field points to (e.g. Contact, Account); null for other fields.
FieldFilterParams input 5 fields: operator, formula, filterMainBox, …

Filter definition: conditions on a record type and on related records, grouped in filter boxes and combined with And, Or or a custom formula.

Input fieldTypeDescription
operatorFilterGroupOperator!How the filter boxes combine — And or Or.
formulaStringOptional boolean formula combining the filter boxes by their number.
filterMainBoxMainFilterBoxParams!Primary group of filter conditions.
filterSiblingBoxes[FilterBoxParams!]!Additional condition groups, combined per operator/formula.
isEnabledBoolean!When false, the filter is ignored and all records match.
FieldFilterRuleParams input id: UUID, field: String!, operator: FieldOperator, values: [[String]]

Filter condition that compares one field with a set of values.

Input fieldTypeDescription
idUUIDIdentifier of this condition within the filter box. Used to reference the condition from the box formula.
fieldString!Identifier of the field this condition is evaluated against.
operatorFieldOperatorComparison applied between the field and the supplied values (for example Is, IsNot, Contains, Between, IsEmpty).
values[[String]]Values the field is compared against. The outer list holds alternatives combined with OR; the inner list holds the parts of a single value (such as the two bounds of a Between comparison).
FieldMappingRepository object 6 fields: getById, getByIds, getAll, …

Read operations for FieldMapping records.

FieldTypeDescription
getByIdFieldMappingEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FieldMappingEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FieldMappingEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFieldMappingEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getChangedFieldsSinceRevision[UUID!]! (2 args)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
getForEntity[FieldMappingEntity!]! (2 args)Returns the field mappings whose source is the given record type, i.e. the mappings used to pre-fill records created from it.
FieldMappingTemplateJSONString scalar scalar

JSON object, sent as a string, conforming to the FieldMappingTemplate type.

FieldOptionsPropertyJSONString scalar scalar

JSON object, sent as a string, conforming to the FieldOptionsProperty type.

FieldOrderByNestedInput input 26 fields: id, isDeleted, modified, …

Sorting by a field of the related Field record. Set exactly one field in each item.

Input fieldTypeDescription
idOrderByEnumUnique identifier of entity.
isDeletedOrderByEnumTrue when the field is marked as deleted (soft-delete).
modifiedOrderByEnumLast modification time.
createdOrderByEnumCreation time.
entityNameOrderByEnumRelated entity name for field (e.g. Account, Contact, Lead, Opportunity, ...). Must be a concrete entity: abstract parents such as LeadOppty or Activity are rejected. To share a field between Lead and Opportunity (or Task and Appointment), create it on one of them and set mapDependency to the other.
apiNameOrderByEnumImmutable and generated name. This name is used for integrations.
nameOrderByEnumUser friendly name for field.
useLangOrderByEnumWhen true, the field name is treated as a translation key and resolved through the translation system; otherwise the literal name is shown.
columnNameOrderByEnumStorage column name for the field; used as the filter key in API queries.
columnSourceOrderByEnumStorage origin of the field: on the main entity record, on the custom-field data record, or computed.
relationIdOrderByEnumFor relation-typed fields, identifier of the relation kind that connects this entity to the related entity. Empty for non-relation fields.
relationWithEntityIdOrderByEnumFor relation-typed fields, the entity the field points to (e.g. Contact, Account). Empty for non-relation fields.
sharedWithFieldIdOrderByEnumWhen the field is shared between abstract entities (e.g. Lead and Opportunity), id of the counterpart field on the other entity. Empty when the field is not shared.
systemTypeOrderByEnumWhether the field is System (built-in, immutable), Protected (built-in, limited changes), or Custom (user-created).
typeIdOrderByEnumType of the field. Supported field types are: checkbox, currency, currency_foreign, date, datetime, dropdown, email, float, input, integer, multiselect_checkbox, phone, radio, sequence, text_area, url
compositeFieldIdOrderByEnumFor sub-fields of a composite field (e.g. the value/currency parts of a foreign currency field), id of the parent composite field. Empty for top-level fields.
dataSetIdOrderByEnumOptional custom data set id can be set.
parentOptionsFieldIdOrderByEnumFor dependent dropdown/radio fields, id of the parent field whose selected value restricts the options shown on this field.
calcFormulaOrderByEnumCalculated formula used for fields which supports calculation.
defaultValueOrderByEnumValue pre-filled into this field on newly created records, as text converted to the field type; empty for no default. Accepted only by field types that support a default value.
systemRequiredOrderByEnumTrue when the field cannot be made optional (enforced by the platform).
isPublishedOrderByEnumTrue when the field configuration is published; false while the field exists only as an unpublished draft.
systemReadonlyOrderByEnumTrue when the field cannot be made writable (enforced by the platform).
useInGlobalSearchOrderByEnumIf this field is allowed in global search.
isUniqueOrderByEnumIf true, then there will be an API validation if value of entity is unique.
sequencePatternOrderByEnumDeprecated - previously returned sequence pattern used for sequence type of field.
FieldPermissionRepository object 7 fields: getById, getByIds, getAll, …

Read operations for FieldPermission records.

FieldTypeDescription
getByIdFieldPermissionEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FieldPermissionEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FieldPermissionEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFieldPermissionEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getPublished[FieldPermissionEntity!]! (5 args)Returns the published records that match the filter, paged with limit and offset.
getDrafts[FieldPermissionEntity!]! (2 args)Returns the records that match the filter, with pending unpublished changes applied where a draft exists.
getDraftByIdFieldPermissionEntity! (1 args)Returns the record with the given id, with its pending unpublished changes applied when a draft exists.
FieldRepository object 7 fields: getById, getByIds, getAll, …

Read operations for Field records.

FieldTypeDescription
getByIdFieldEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FieldEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FieldEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFieldEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getPublished[FieldEntity!]! (5 args)Returns the published records that match the filter, paged with limit and offset.
getDrafts[FieldEntity!]! (2 args)Returns the records that match the filter, with pending unpublished changes applied where a draft exists.
getDraftByIdFieldEntity! (1 args)Returns the record with the given id, with its pending unpublished changes applied when a draft exists.
FieldSequenceRepository object 7 fields: getById, getByIds, getAll, …

Read operations for FieldSequence records.

FieldTypeDescription
getByIdFieldSequenceEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FieldSequenceEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FieldSequenceEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFieldSequenceEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getPublished[FieldSequenceEntity!]! (5 args)Returns the published records that match the filter, paged with limit and offset.
getDrafts[FieldSequenceEntity!]! (2 args)Returns the records that match the filter, with pending unpublished changes applied where a draft exists.
getDraftByIdFieldSequenceEntity! (1 args)Returns the record with the given id, with its pending unpublished changes applied when a draft exists.
FieldSystemType enum SYSTEM, PROTECTED, CUSTOM, VIRTUAL, COMPUTED

Origin of a field: built into Coevera, created by the space, or derived by the server.

ValueDescription
SYSTEMCore built-in field the entity always has; it cannot be deleted.
PROTECTEDStandard built-in field that cannot be deleted.
CUSTOMField created by the space's administrators.
VIRTUALField whose value is not stored on the record itself but assembled from related data, such as tags or watchers.
COMPUTEDField whose value is calculated and stored by the server; read-only.
FieldUseOptions object 17 fields: isDisplayable, isFilterable, isGroupable, …

Describes possible usage of field in application.

FieldTypeDescription
isDisplayableBoolean!Field can retrieved in result set. E.g. as grid view column.
isFilterableBoolean!Field can be used in entity filter.
isGroupableBoolean!Results can be grouped by this field.
isSortableBoolean!Results can be sorted by this field.
isDisplayableOnPivotBoolean!True when the field can be used as a row or column of a pivot report.
isAvailableForAggregationBoolean!True when report results can be aggregated by this field.
isAvailableForTargetCalculationBoolean!True when the field can be the measured value of a sales target.
isAvailableForPivotDataFieldBoolean!True when the field can be a value field of a pivot report; numeric fields only.
isAvailableForWebresourceBoolean!True when the field can be referenced from a Webresource URL template.
isAvailableForCalculationFormulaBoolean!Field can be used in other field's calculation formula
isAvailableForAdvancedCalcFormulaBoolean!Field can be used in advanced calculation formula
isAvailableForChangeLogBoolean!True when changes to the field's value are recorded in the change log, which also makes the field usable in history reports and change highlighting.
isAvailableForHistoryReportBoolean!True when the field can be used in history reports, which show how values changed over time.
isAvailableForAdvancedFormulaBoolean!True when the field can be used as an input in an advanced formula on this entity.
isAvailableForWhiteSpaceComparisonBoolean!True when the field can be used to find similar accounts in the product white space analysis.
isAvailableForMergeBoolean!True when the value of the field can be chosen when merging duplicate records.
isReadonlyOnRecurrentAppointmentBoolean!True when the field cannot be edited on individual occurrences of a recurring appointment.
FieldValidator object 15 fields: required, requiredOnlyOnCurrentStep, minValue, …

Validation rules of a field placed on a form.

FieldTypeDescription
requiredBooleanWhen true, the field must be filled in.
requiredOnlyOnCurrentStepBooleanWhen true, the field is required only while its own step is the active step of a multi-step form.
minValueStringMinimum accepted value — a number or ISO date depending on the field type.
maxValueStringMaximum accepted value — a number or ISO date depending on the field type.
formulaFormulaValidatorConditional formula that must evaluate to true for the value to be accepted.
isEmailBooleanWhen true, the value must be a valid email address.
isUrlBooleanWhen true, the value must be a valid URL.
requiredCombinedStringKey grouping this field with others, of which at least one must be filled in.
requiredMinItemsIntMinimum number of selections required for a multi-select field.
isParentAccountRelationTypeBooleanWhen true, the relation must point to a parent-account relationship.
isDaterangeBooleanWhen true, the field accepts a date range rather than a single date.
intEnum[IntEnumItem]Allowed integer-valued options, as name/value pairs.
flagEnum[IntEnumItem]Allowed bit-flag options, as name/value pairs.
nullableBooleanWhen true, an empty value is explicitly allowed.
requiredExactlyOneBooleanWhen true, exactly one field in the combined group must be filled in.
FieldValueOption object 9 fields: value, label, labelTranslated, …

Value a field can take, with its label and color, for example to offer it in a filter.

FieldTypeDescription
valueStringValue of the option as used in filter conditions and field values, typically the id of the option or of the referenced record.
labelString!Label of the option; a translation key when useLang is true.
labelTranslatedString!Label of the option in the current user's language.
useLangBoolean!When true, the label is treated as a translation key and resolved through the translation system; otherwise the literal label is shown.
isDeletedBoolean!True when the option, or the record it points to, is deleted.
isArchivedBoolean!True when the option points to an archived record.
colorIntColor of the option, encoded as an integer; null when the option has no color.
extraInfoStringSecondary line shown under the label. For an option that is a user it is the sign-in email, null when the caller cannot read it. Null for other options.
pictureUrlStringURL of the picture of the option. Set only for an option that is a user, null when the user has no picture.
FieldValueOptionFilterInput input 8 fields: valueIn, value, labelContains, …

Conditions that limit the value options returned for a field.

Input fieldTypeDescription
valueIn[String!]Returns only the options with these values.
valueStringReturns only the option with this value.
labelContainsStringReturns only the options whose label contains this text (case insensitive). For options that are users it matches the words of the name in any order, or any part of the sign-in email; accents are ignored.
pipelineIds[UUID]For the opportunity step field, returns only the steps of these pipelines.
leadProcessIds[UUID]For the lead step field, returns only the steps of these lead processes.
quoteProcessIds[UUID]For the quote step field, returns only the steps of these quote processes.
excludeArchivedBooleanLeaves out options that point to archived records.
excludeNonArchivedBooleanReturns only options that point to archived records.
FilterBox object 5 fields: id, entity, lookupFieldId, …

Group of filter conditions evaluated on records related to the main record type, reached through a lookup field or a predefined relation.

FieldTypeDescription
idString!Identifier of this filter box within the filter tab.
entityString!Name of the record type whose fields the conditions in this box are evaluated against.
lookupFieldIdUUIDIdentifier of the lookup field that connects this box to the main record type when the box filters a related record reached through a lookup.
relationHardCodedRelationPredefined relationship linking this sibling box to the main record type. Null when the box is connected through a lookup field instead.
filterFields[FieldFilterRule!]!Conditions evaluated on this box, each comparing one field against a set of values.
FilterBoxParams input 5 fields: id, entity, lookupFieldId, …

Group of filter conditions evaluated on records related to the main record type, reached through a lookup field or a predefined relation.

Input fieldTypeDescription
idString!Identifier of this filter box within the filter tab.
entityString!Name of the record type whose fields the conditions in this box are evaluated against.
lookupFieldIdUUIDIdentifier of the lookup field that connects this box to the main record type when the box filters a related record reached through a lookup.
relationHardCodedRelationParamsPredefined relationship linking this sibling box to the main record type. Null when the box is connected through a lookup field instead.
filterFields[FieldFilterRuleParams!]!Conditions evaluated on this box, each comparing one field against a set of values.
FilterGroupOperator enum And, Or, Custom

How the conditions of a filter are combined.

ValueDescription
AndA record must match all conditions.
OrA record must match at least one condition.
CustomConditions are combined by the custom boolean formula that references them by number.
FitnessDescription object isWon: Boolean!, isArchived: Boolean!, fitness: WarningLevelEnum!, indicators: [FitnessDescriptionIndicator!]!

Fitness of a lead or opportunity: its overall warning level and the indicators that apply to it.

FieldTypeDescription
isWonBoolean!True when the opportunity is won; always false for leads.
isArchivedBoolean!True when the record is archived.
fitnessWarningLevelEnum!Overall fitness of the record: the most severe level among its indicators, Ok when there are none.
indicators[FitnessDescriptionIndicator!]!Fitness indicators that apply to the record with their current level, most severe first.
FitnessDescriptionIndicator object fitness: WarningLevelEnum!, indicator: EntityFitnessIndicatorEntity!

Current warning level of one fitness indicator for a record.

FieldTypeDescription
fitnessWarningLevelEnum!Level the indicator currently reports for the record.
indicatorEntityFitnessIndicatorEntity!Fitness indicator that is evaluated.
FitnessIndicatorSettingsJSONString scalar scalar

JSON object, sent as a string, conforming to the FitnessIndicatorSettings type.

Float scalar scalar

The Float scalar type represents signed double-precision fractional values as specified by [IEEE 754](https://en.wikipedia.org/wiki/IEEE_floating_point).

ForecastColumnsType enum WonValueCurrentPeriod, WonValueSamePeriodInPreviousYear, WonValueSamePeriodInPreviousYearPercentage, WonOpenValueUnweighted, OpenValueUnweighted, OpenValueWeighted, … (13 values)

Value shown in a column of the opportunity forecast table.

ValueDescription
WonValueCurrentPeriodValue of opportunities won in the period.
WonValueSamePeriodInPreviousYearValue of opportunities won in the same period one year earlier.
WonValueSamePeriodInPreviousYearPercentageDifference between the current won value and the previous-year won value, as a percentage.
WonOpenValueUnweightedFull value of won and open opportunities.
OpenValueUnweightedFull value of open opportunities.
OpenValueWeightedValue of open opportunities multiplied by step probability.
OpenValueRankedValue of open opportunities multiplied by ranking.
OpenValueBalancedValue of open opportunities multiplied by both step probability and ranking.
LostValueUnweightedFull value of lost opportunities.
WonVsForecastWon value as a percentage of the forecast.
WonOpenVsForecastWon and open value as a percentage of the forecast.
WonValueVsQuotaWon value as a percentage of the quota.
WonOpenValueVsQuotaUnweightedFull won and open value as a percentage of the quota.
ForecastOwner object id: ID!, isActive: Boolean!, forecastPerformance: [ForecastPerformanceItem]!

User included in an opportunity forecast, with their performance over the forecast periods.

FieldTypeDescription
idID!Identifier of the user this forecast row belongs to.
isActiveBoolean!False when the user is deactivated but still shown for history.
forecastPerformance[ForecastPerformanceItem]!Time series of the owner's forecast performance across the forecast periods.
ForecastPerformanceItem object dateTime: DateTime!, value: Float!, period: Date!

Performance value of a forecast owner for one forecast period.

FieldTypeDescription
dateTimeDateTime!Timestamp the performance value was recorded at.
valueFloat!Forecast performance value for the period.
periodDate!Period the performance value applies to.
ForecastPeriodOption object period: ForecastPeriodKind!, periodFrom: Date!, periodTo: Date!, financialYear: Boolean

Date range of an opportunity forecast and the granularity (monthly, quarterly or yearly) it is broken down by.

FieldTypeDescription
periodForecastPeriodKind!Granularity the forecast is broken down by: Monthly, Quarterly, or Yearly.
periodFromDate!First day of the forecast range (inclusive).
periodToDate!Last day of the forecast range (inclusive).
financialYearBooleanSet only if period set to Quarterly or Yearly.
ForecastRepository object 5 fields: getById, getByIds, getAll, …

Read operations for Forecast records.

FieldTypeDescription
getByIdForecastEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[ForecastEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[ForecastEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaForecastEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getChangedFieldsSinceRevision[UUID!]! (2 args)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
Form object label: String!, useLang: Boolean, items: [FormItemInterface]

Form layout of a record type: its headings, field containers and step sections in display order.

FieldTypeDescription
labelString!Display name of the form layout.
useLangBooleanWhen true, the label is shown using the workspace's translated language strings.
items[FormItemInterface]Top-level layout items (separators, subsections, containers, step containers) in display order.
FormColumn object id: UUID!, size: Int!, items: [FormContainerItemInterface]

Column of a form container, holding fields and web resources in display order.

FieldTypeDescription
idUUID!Unique id of the column.
sizeInt!Relative width of the column within its container.
items[FormContainerItemInterface]Fields and web resources placed in this column, in display order.
FormContainer object id: UUID!, onMobile: Boolean, kind: FormItemKindEnum!, columns: [FormColumn]

Block of a record form with columns of fields and web resources.

FieldTypeDescription
idUUID!Unique id of the form layout item.
onMobileBooleanWhen true, this item is shown in the mobile app.
kindFormItemKindEnum!Kind of layout item — separator, subsection, container, hardcoded container or step container.
columns[FormColumn]Columns laid out side by side within this container.
FormContainerItemInterface interface kind: FormContainerItemKind!

Item placed in a column of a record form: a field or an embedded web resource.

FieldTypeDescription
kindFormContainerItemKind!Kind of column item — a placed field or an embedded web resource.
FormContainerItemKind enum Field, WebResource

Kind of item placed in a form layout container.

ValueDescription
FieldA record field.
WebResourceAn embedded web resource.
FormField object 25 fields: kind, id, onMobile, …

Field placed on a record form, with its label, validation and conditional rules.

FieldTypeDescription
kindFormContainerItemKind!Kind of column item — a placed field or an embedded web resource.
idString!Id of the field placed on the form.
onMobileBooleanWhen true, the field is shown in the mobile app.
readonlyBooleanWhen true, the field is displayed but cannot be edited.
labelString!Label shown for the field on the form.
useLangBooleanWhen true, the label uses the workspace's translated language strings.
descriptionStringOptional help text shown with the field.
validatorsFieldValidatorValidation rules applied to the field's value (required, min/max, formula, …).
subLabelUseLangBooleanWhen true, the sub-label uses the workspace's translated language strings.
subLabelStringSecondary label shown beneath the field's main label.
showFixedValueBooleanWhen true, a foreign-currency field also shows its fixed base-currency value.
dropdownAutoselectDropDownAutoselectEnumFor dropdowns, how a value is pre-selected — none, the first option, or only when a single option exists.
productSections[ProductSection!]For a product-list field, the product sections used to group products.
productSectionTotalsBooleanFor a product-list field, when true each product section shows the sum of its lines' Amount.
inAddinBooleanWhen true, the field is shown in the email add-in.
lookupVisualizationLookupVisualizationTypeFor a lookup field, how linked records are shown — a multi-selection list or cards.
opptyValueAutoCalculateDefaultBooleanWhen true, the opportunity value is calculated from its products by default.
labelTranslatedStringRead-only label resolved into the current user's language.
labelTranslationsJSONStringPer-language overrides for the field label.
descriptionTranslatedStringRead-only help text resolved into the current user's language.
descriptionTranslationsJSONStringPer-language overrides for the field help text.
readonlyRulesFieldFilterCondition under which the field becomes read-only.
requiredRulesFieldFilterCondition under which the field becomes required.
visibilityRulesFieldFilterCondition under which the field is shown.
allowedEntities[String!]For a linked-items field, the entity types whose records may be linked.
FormItemInterface interface id: UUID!, onMobile: Boolean, kind: FormItemKindEnum!

Top-level item of a record form layout, such as a heading or a block of fields.

FieldTypeDescription
idUUID!Unique id of the form layout item.
onMobileBooleanWhen true, this item is shown in the mobile app.
kindFormItemKindEnum!Kind of layout item — separator, subsection, container, hardcoded container or step container.
FormItemKindEnum enum Separator, Subsection, Container, HardcodedContainer, StepFieldsContainer

Kind of item in a form layout.

ValueDescription
SeparatorSection heading that groups the items below it.
SubsectionSmaller heading inside a section.
ContainerBlock of columns holding fields and web resources.
HardcodedContainerFixed block with predefined content, such as the account, contact or product name.
StepFieldsContainerMulti-step section with its own field containers for each step.
FormSeparator object 6 fields: id, onMobile, kind, …

Section heading on a record form that groups the items below it.

FieldTypeDescription
idUUID!Unique id of the form layout item.
onMobileBooleanWhen true, this item is shown in the mobile app.
kindFormItemKindEnum!Kind of layout item — separator, subsection, container, hardcoded container or step container.
useLangBooleanWhen true, the heading uses the workspace's translated language strings.
labelString!Heading text for the group separator.
descriptionStringOptional descriptive text shown beneath the group heading.
FormSubsection object 6 fields: id, onMobile, kind, …

Smaller heading inside a section of a record form.

FieldTypeDescription
idUUID!Unique id of the form layout item.
onMobileBooleanWhen true, this item is shown in the mobile app.
kindFormItemKindEnum!Kind of layout item — separator, subsection, container, hardcoded container or step container.
useLangBooleanWhen true, the subsection heading uses the workspace's translated language strings.
labelString!Heading text for the subsection.
descriptionStringOptional descriptive text shown beneath the subsection heading.
FormulaValidator object expression: String!, message: String!

Formula a field value must satisfy, with the error message shown when it does not.

FieldTypeDescription
expressionString!Boolean formula (Coevera calculation syntax) that must evaluate to true for the value to be valid.
messageString!Error message shown when the formula evaluates to false.
FormViewOrderByNestedInput input 13 fields: id, isDeleted, modified, …

Sorting by a field of the related FormView record. Set exactly one field in each item.

Input fieldTypeDescription
idOrderByEnumUnique identifier of entity.
isDeletedOrderByEnumSpecifies if the entity is considered deleted.
modifiedOrderByEnumLast modification time.
createdOrderByEnumCreation time.
accountTypeIdOrderByEnumId of the account type the form view applies to. Set when the form view targets accounts.
contactTypeIdOrderByEnumId of the contact type the form view applies to. Set when the form view targets contacts.
leadTypeIdOrderByEnumId of the lead type the form view applies to. Set when the form view targets leads.
nameOrderByEnumName of the entity and its default text representation.
opptyTypeIdOrderByEnumId of the opportunity type.
ownerIdOrderByEnumId of the owning user.
shareModeOrderByEnumWho besides the owner can use the form view: nobody (Private, the default), the users and sales units in sharingClients and sharingUnits (Standard), or all users (AllView to view, AllEdit to also edit).
useLangOrderByEnumWhen true, the form view name is treated as a translation key and localized in the UI; otherwise the literal name is shown.
revisionOrderByEnumRevision when entity was lastly changed.
FormViewRepository object 5 fields: getById, getByIds, getAll, …

Read operations for FormView records.

FieldTypeDescription
getByIdFormViewEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FormViewEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FormViewEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFormViewEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getChangedFieldsSinceRevision[UUID!]! (2 args)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
FormViewSharingClientRelationRepository object 5 fields: getById, getByIds, getAll, …

Read operations for FormViewSharingClientRelation records.

FieldTypeDescription
getByIdFormViewSharingClientRelationEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FormViewSharingClientRelationEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FormViewSharingClientRelationEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFormViewSharingClientRelationEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getChangedFieldsSinceRevision[UUID!]! (2 args)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
FormViewSharingSalesUnitRelationRepository object 5 fields: getById, getByIds, getAll, …

Read operations for FormViewSharingSalesUnitRelation records.

FieldTypeDescription
getByIdFormViewSharingSalesUnitRelationEntity (1 args)Returns the record with the given id, or null when there is none. Deleted records are returned as well.
getByIds[FormViewSharingSalesUnitRelationEntity!]! (1 args)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
getAll[FormViewSharingSalesUnitRelationEntity!]! (5 args)Returns the records that match the filter, paged with limit and offset.
getByCriteriaFormViewSharingSalesUnitRelationEntityConnection (7 args)Returns the records that match the filter as a cursor-paginated connection.
getChangedFieldsSinceRevision[UUID!]! (2 args)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.