---
schema_version: "1"
id: dbc0a816630da8758ec931cf135e26f31e5c286b64380c953ee0c126fa2f1229
title: DocumentChecklistItem
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/health_cloud_object_reference/sforce_api_objects_documentchecklistitem.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_objects_documentchecklistitem.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 71679f7fcc560c90cd6162dc17eb6cc842630f451c2c29038673270f570963e9
description: Represents a checklist item for a documentation file upload. This object is available in API version 47.0 and later.
---
# DocumentChecklistItem

Represents a checklist item for a documentation file upload. This object is available in API version 47.0 and later.

## Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search()

## Fields

### 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.

## Associated Objects

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

[DocumentChecklistItemFeed](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")

Feed tracking is available for the object.

[DocumentChecklistItemHistory](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object.

[DocumentChecklistItemOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object.

[DocumentChecklistItemShare](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.