ChecklistTemplateId | Checklist Template | Lookup → ChecklistTemplate | | The template the question belongs to. Filled in when the question is added from the template. |
ChecklistTemplateLineId | Checklist Template Line | Lookup | | Links this question under another question. The record-page Checklist widget leaves out any question where this is set, asking only top-level questions. |
ColourCode | Colour Code | PickList | | A colour (Red, Amber or Green) for the question. No checklist screen reads it. Values: Red, Amber, Green. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DataType | Data Type | PickList | | The kind of answer, which picks the answer control: Text, Email, Phone, URL, Numeric, Decimal, Currency, Boolean, RAG, Picklist, MultiPicklist, Date, Time, DateTime, Lookup or Take Picture. Screens differ: the record-page Checklist widget shows Time, DateTime, Lookup and Take Picture as a text box, and the Health Check widget answers every question as Red/Amber/Green with a reading. Number-bound recommendation rules only read Numeric answers. Values: Date, Time, Currency, URL, DateTime, Text, Decimal, RAG, Boolean, Email, Take Picture, Phone, Picklist, Numeric. |
DefaultValue | Default Value | Text | | A pre-filled answer shown when the checklist opens. |
DependentAnswer | Dependent Answer | Text | | The answer to the Parent Template Line that makes this question appear. Used only when a template replaces a mobile visit activity's built-in questions. |
GroupBy | Group By | Text | | A section name for the question. Checklist screens do not group questions by it. |
Id | Id | Guid | Yes | |
IsMandatory | Is Mandatory | Boolean | Yes | The question must be answered. Enforced by the record-page and mobile Checklist widgets, the claim checklist and the mobile visit checklist in its sheet view; the web visit checklist only marks it with an asterisk, and the server never checks it. Defaults to off. |
Length | Length | Number | | Maximum length of a text answer. Used only by the claim checklist. Defaults to 0 (no limit). |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The question as people read it. Required. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentTemplateLineId | Parent Template Line | Lookup | | With Dependent Answer, shows this question only when the chosen earlier question has that answer. Used only when a template replaces a mobile visit activity's built-in questions. |
PicklistValues | Picklist Values | Text | | The answer choices for Picklist, MultiPicklist, Boolean and (on the record-page Checklist widget) RAG questions, separated by commas. The record-page widget also accepts semicolons and the claim checklist a vertical bar. With none, Boolean falls back to OK / NOT OK on the record-page widget and Yes / No on the claim checklist. |
Reading | Reading | Decimal | | A number for the question. No checklist screen reads it; readings are entered as answers. |
RecordTypeId | Record Type | Guid, hidden | | |
TargetEntityField | Target Entity Field | Text | | The field on the target entity that receives the answer. Required when Target Entity Name is set, must exist on that entity and must suit the question's Data Type. |
TargetEntityName | Target Entity Name | Text | | Advanced answer routing, on no delivered form: the custom entity that receives this question's answer instead of a Checklist Line. Saving is refused when the entity does not exist. |
TargetGroupKey | Target Group Key | Text | | Groups routed questions: questions on one template with the same target entity and group key write to a single target record. Two questions mapping to the same field and group in one save are refused. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Value | Value | Text | | A value for the question. No checklist screen reads it. |
