DocumentChecklistItem

AccountId

• Type: reference
• Properties: Filter, Group, Nillable, Sort
• Description: Read only. The ID of the account the document checklist item belongs to. The value of the field is set internally using the ParentRecordId field.

Comments

• Type: textarea
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Comments added when validating a target reference object against the document checklist item. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud.

DocumentCategoryId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The document category related to the document checklist item. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud.

  This field is a relationship field.

DocumentTypeId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: ID of the document type for the document checklist item.

Instruction

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Instructions associated with the document checklist item.

IsAccepted

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the file has been accepted.
• Default value: False

IsFrozen

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates that the item can no longer be modified.
• Default value: False

IsRequired

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort
• Description: Indicates if the document checklist item is required.
• Default value: False

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: Name of the document checklist item.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: ID of the user who owns this record.

ParentRecordId

• Type: master-detail reference
• Properties: Create, Filter, Group, Sort, Update
• Description: Original parent object the document checklist item belonged to.

ReceivedDocumentId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description:

  This field is a relationship field.

• Relationship Name: ReceivedDocument
• Relationship Type: Lookup
• Refers To: ReceivedDocument

Status

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Uploaded document checklist item status.
• Default value: New
• Possible values:
  • Accepted
  • New
  • Pending
  • Waived
  • Not Verified
  • Rejected

UploadedById

• Type: reference
• Properties: Filter, Group, Nillable, Sort
• Description: Person who uploaded the file.

ValidatedById

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The user who validated the target reference object against the document checklist item. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud.

ValidationDateTime

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date and time when the target reference object was validated. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud.

WhoId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Person that the uploaded documentation pertains to.

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

DocumentChecklistItemFeed

Feed tracking is available for the object.

DocumentChecklistItemHistory

History is available for tracked fields of the object.

DocumentChecklistItemOwnerSharingRule

Sharing rules are available for the object.

DocumentChecklistItemShare

Sharing is available for the object.