Process Stage (ProcessStage) table/entity reference
Stage associated with a process.
Messages
The following table lists the messages for the Process Stage (ProcessStage) table. Messages represent operations that can be performed on the table. They may also be events.
Name Is Event? |
Web API Operation | SDK for .NET |
---|---|---|
Create Event: False |
POST /processstagesSee Create |
Create records |
Delete Event: False |
DELETE /processstages(processstageid)See Delete |
Delete records |
Retrieve Event: False |
GET /processstages(processstageid)See Retrieve |
Retrieve records |
RetrieveActivePath Event: False |
RetrieveActivePath | RetrieveActivePathRequest |
RetrieveMultiple Event: False |
GET /processstagesSee Query data |
Query data |
Properties
The following table lists selected properties for the Process Stage (ProcessStage) table.
Property | Value |
---|---|
DisplayName | Process Stage |
DisplayCollectionName | Process Stages |
SchemaName | ProcessStage |
CollectionSchemaName | ProcessStages |
EntitySetName | processstages |
LogicalName | processstage |
LogicalCollectionName | processstages |
PrimaryIdAttribute | processstageid |
PrimaryNameAttribute | stagename |
TableType | Standard |
OwnershipType | None |
Writable columns/attributes
These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.
- Connector
- IsTrigger
- OperationId
- OperationKind
- OperationType
- ParameterName
- ParameterValue
- ParentProcessStageId
- PrimaryEntityTypeCode
- ProcessId
- ProcessStageId
- StageCategory
- StageName
Connector
Property | Value |
---|---|
Description | The connector associated with the stage. |
DisplayName | Connector |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | connector |
RequiredLevel | None |
Type | String |
Format | Text |
FormatName | Text |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 100 |
IsTrigger
Property | Value |
---|---|
Description | Whether the stage is a trigger |
DisplayName | Is Trigger |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | istrigger |
RequiredLevel | None |
Type | Boolean |
GlobalChoiceName | processstage_istrigger |
DefaultValue | False |
True Label | Yes |
False Label | No |
OperationId
Property | Value |
---|---|
Description | The operation id of the stage |
DisplayName | Operation Id |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | operationid |
RequiredLevel | None |
Type | String |
Format | Text |
FormatName | Text |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 100 |
OperationKind
Property | Value |
---|---|
Description | The operation kind |
DisplayName | Operation Kind |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | operationkind |
RequiredLevel | None |
Type | Picklist |
DefaultFormValue | -1 |
GlobalChoiceName | processstage_operationkind |
OperationKind Choices/Options
Value | Label |
---|---|
473330000 | Http |
473330001 | PowerApp |
473330002 | PowerAppV2 |
473330003 | Button |
473330004 | ApiConnection |
473330005 | Alert |
473330006 | EventGrid |
473330007 | CurrentTime |
473330008 | ConvertTimeZone |
473330009 | GetFutureTime |
473330010 | GetPastTime |
473330011 | AddToTime |
473330012 | SubtractFromTime |
473330013 | AzureMonitorAlert |
473330014 | SecurityCenterAlert |
473330015 | JsonToJson |
473330016 | JsonToText |
473330017 | XmlToJson |
473330018 | XmlToText |
473330019 | Geofence |
473330020 | ODataOpenApiConnection |
473330021 | IndexOf |
473330022 | Substring |
473330023 | VirtualAgent |
473330024 | FormatNumber |
473330025 | Skills |
473330026 | PowerPages |
473330027 | TeamsWebhook |
OperationType
Property | Value |
---|---|
Description | The type of the operation |
DisplayName | Operation Type |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | operationtype |
RequiredLevel | None |
Type | Picklist |
DefaultFormValue | -1 |
GlobalChoiceName | processstage_operationtype |
OperationType Choices/Options
Value | Label |
---|---|
473330000 | Http |
473330001 | ApiApp |
473330002 | Recurrence |
473330003 | Workflow |
473330004 | Flow |
473330005 | Wait |
473330006 | ApiConnection |
473330007 | OpenApiConnection |
473330008 | Manual |
473330009 | ApiConnectionWebhook |
473330010 | OpenApiConnectionWebhook |
473330011 | Response |
473330012 | HttpWebhook |
473330013 | Compose |
473330014 | Query |
473330015 | Function |
473330016 | ApiManagement |
473330017 | XmlValidation |
473330018 | FlatFileEncoding |
473330019 | Scope |
473330020 | Request |
473330021 | If |
473330022 | Foreach |
473330023 | Until |
473330024 | Xslt |
473330025 | FlatFileDecoding |
473330026 | Terminate |
473330027 | IntegrationAccountArtifactLookup |
473330028 | Switch |
473330029 | ParseJson |
473330030 | Table |
473330031 | Join |
473330032 | Select |
473330033 | InitializeVariable |
473330034 | IncrementVariable |
473330035 | DecrementVariable |
473330036 | SetVariable |
473330037 | AppendToArrayVariable |
473330038 | AppendToStringVariable |
473330039 | Batch |
473330040 | SendToBatch |
473330041 | SlidingWindow |
473330042 | Expression |
473330043 | Liquid |
473330044 | JavascriptCode |
473330045 | As2Decode |
473330046 | As2Encode |
473330047 | RosettaNetEncode |
473330048 | RosettaNetDecode |
473330049 | RosettaNetWaitForResponse |
473330050 | ApiConnectionNotification |
473330051 | Changeset |
473330052 | SwiftEncode |
ParameterName
Property | Value |
---|---|
Description | The parameter name. |
DisplayName | Name |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | parametername |
RequiredLevel | ApplicationRequired |
Type | String |
Format | Text |
FormatName | Text |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 100 |
ParameterValue
Property | Value |
---|---|
Description | The parameter value. |
DisplayName | Value |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | parametervalue |
RequiredLevel | None |
Type | String |
Format | Text |
FormatName | Text |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 2000 |
ParentProcessStageId
Property | Value |
---|---|
Description | The parent stage for the parameter. |
DisplayName | Stage |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | parentprocessstageid |
RequiredLevel | ApplicationRequired |
Type | Lookup |
Targets | processstage |
PrimaryEntityTypeCode
Property | Value |
---|---|
Description | Primary entity associated with the stage. |
DisplayName | Primary Entity |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | primaryentitytypecode |
RequiredLevel | SystemRequired |
Type | EntityName |
ProcessId
Property | Value |
---|---|
Description | Shows the ID of the process. |
DisplayName | Process |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | processid |
RequiredLevel | SystemRequired |
Type | Lookup |
Targets | workflow |
ProcessStageId
Property | Value |
---|---|
Description | Shows the ID of the process stage record. |
DisplayName | Process Stage |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | processstageid |
RequiredLevel | SystemRequired |
Type | Uniqueidentifier |
StageCategory
Property | Value |
---|---|
Description | Select the category of the sales process. |
DisplayName | Stage Category |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | stagecategory |
RequiredLevel | None |
Type | Picklist |
DefaultFormValue | 0 |
GlobalChoiceName | processstage_category |
StageCategory Choices/Options
Value | Label |
---|---|
0 | Qualify |
1 | Develop |
2 | Propose |
3 | Close |
4 | Identify |
5 | Research |
6 | Resolve |
7 | Approval |
StageName
Property | Value |
---|---|
Description | Type a name for the process stage. |
DisplayName | Process Stage Name |
IsValidForForm | True |
IsValidForRead | True |
LogicalName | stagename |
RequiredLevel | SystemRequired |
Type | String |
Format | Text |
FormatName | Text |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 100 |
Read-only columns/attributes
These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.
ClientData
Property | Value |
---|---|
Description | Step metadata for process stage |
DisplayName | Client Data |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | clientdata |
RequiredLevel | None |
Type | Memo |
Format | TextArea |
FormatName | TextArea |
ImeMode | Auto |
IsLocalizable | False |
MaxLength | 1073741823 |
OwnerId
Property | Value |
---|---|
Description | Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user. |
DisplayName | Owner |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | ownerid |
RequiredLevel | ApplicationRequired |
Type | Owner |
Targets | systemuser, team |
OwnerIdType
Property | Value |
---|---|
Description | |
DisplayName | |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | owneridtype |
RequiredLevel | SystemRequired |
Type | EntityName |
OwningBusinessUnit
Property | Value |
---|---|
Description | Select the business unit that owns the record. |
DisplayName | Owning Business Unit |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | owningbusinessunit |
RequiredLevel | ApplicationRequired |
Type | Uniqueidentifier |
VersionNumber
Property | Value |
---|---|
Description | Version number of the process stage. |
DisplayName | Version Number |
IsValidForForm | False |
IsValidForRead | True |
LogicalName | versionnumber |
RequiredLevel | None |
Type | BigInt |
MaxValue | 9223372036854775807 |
MinValue | -9223372036854775808 |
Many-to-One relationships
These relationships are many-to-one. Listed by SchemaName.
process_processstage
One-To-Many Relationship: workflow process_processstage
Property | Value |
---|---|
ReferencedEntity | workflow |
ReferencedAttribute | workflowid |
ReferencingAttribute | processid |
ReferencingEntityNavigationPropertyName | processid |
IsHierarchical | |
CascadeConfiguration | Archive: NoCascade Assign: Cascade Delete: Cascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: Cascade Unshare: Cascade |
processstage_parentprocessstage
One-To-Many Relationship: processstage processstage_parentprocessstage
Property | Value |
---|---|
ReferencedEntity | processstage |
ReferencedAttribute | processstageid |
ReferencingAttribute | parentprocessstageid |
ReferencingEntityNavigationPropertyName | ParentProcessStageId |
IsHierarchical | |
CascadeConfiguration | Archive: NoCascade Assign: NoCascade Delete: Cascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade |
One-to-Many relationships
These relationships are one-to-many. Listed by SchemaName.
- lk_expiredprocess_activestageid
- lk_newprocess_activestageid
- lk_translationprocess_activestageid
- processstage_account
- processstage_adx_portalcomment
- processstage_appointments
- processstage_contact
- processstage_emails
- processstage_faxes
- processstage_knowledgearticle
- processstage_letters
- processstage_parentprocessstage
- processstage_phonecalls
- processstage_processstageparameter
- processstage_recurringappointmentmasters
- ProcessStage_SyncErrors
- processstage_systemusers
- processstage_tasks
- processstage_teams
lk_expiredprocess_activestageid
Many-To-One Relationship: expiredprocess lk_expiredprocess_activestageid
Property | Value |
---|---|
ReferencingEntity | expiredprocess |
ReferencingAttribute | activestageid |
ReferencedEntityNavigationPropertyName | processstage_expiredprocess |
IsCustomizable | True |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
lk_newprocess_activestageid
Many-To-One Relationship: newprocess lk_newprocess_activestageid
Property | Value |
---|---|
ReferencingEntity | newprocess |
ReferencingAttribute | activestageid |
ReferencedEntityNavigationPropertyName | processstage_newprocess |
IsCustomizable | True |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
lk_translationprocess_activestageid
Many-To-One Relationship: translationprocess lk_translationprocess_activestageid
Property | Value |
---|---|
ReferencingEntity | translationprocess |
ReferencingAttribute | activestageid |
ReferencedEntityNavigationPropertyName | processstage_translationprocess |
IsCustomizable | True |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_account
Many-To-One Relationship: account processstage_account
Property | Value |
---|---|
ReferencingEntity | account |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_account |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_adx_portalcomment
Many-To-One Relationship: adx_portalcomment processstage_adx_portalcomment
Property | Value |
---|---|
ReferencingEntity | adx_portalcomment |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_adx_portalcomment |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_appointments
Many-To-One Relationship: appointment processstage_appointments
Property | Value |
---|---|
ReferencingEntity | appointment |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_appointments |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_contact
Many-To-One Relationship: contact processstage_contact
Property | Value |
---|---|
ReferencingEntity | contact |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_contact |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_emails
Many-To-One Relationship: email processstage_emails
Property | Value |
---|---|
ReferencingEntity | email |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_emails |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_faxes
Many-To-One Relationship: fax processstage_faxes
Property | Value |
---|---|
ReferencingEntity | fax |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_faxes |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_knowledgearticle
Many-To-One Relationship: knowledgearticle processstage_knowledgearticle
Property | Value |
---|---|
ReferencingEntity | knowledgearticle |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_knowledgearticle |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_letters
Many-To-One Relationship: letter processstage_letters
Property | Value |
---|---|
ReferencingEntity | letter |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_letters |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_parentprocessstage
Many-To-One Relationship: processstage processstage_parentprocessstage
Property | Value |
---|---|
ReferencingEntity | processstage |
ReferencingAttribute | parentprocessstageid |
ReferencedEntityNavigationPropertyName | processstage_parentprocessstage |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: 10000 QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_phonecalls
Many-To-One Relationship: phonecall processstage_phonecalls
Property | Value |
---|---|
ReferencingEntity | phonecall |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_phonecalls |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_processstageparameter
Many-To-One Relationship: processstageparameter processstage_processstageparameter
Property | Value |
---|---|
ReferencingEntity | processstageparameter |
ReferencingAttribute | processstageid |
ReferencedEntityNavigationPropertyName | processstage_processstageparameter |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: 10000 QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_recurringappointmentmasters
Many-To-One Relationship: recurringappointmentmaster processstage_recurringappointmentmasters
Property | Value |
---|---|
ReferencingEntity | recurringappointmentmaster |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_recurringappointmentmasters |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
ProcessStage_SyncErrors
Many-To-One Relationship: syncerror ProcessStage_SyncErrors
Property | Value |
---|---|
ReferencingEntity | syncerror |
ReferencingAttribute | regardingobjectid |
ReferencedEntityNavigationPropertyName | ProcessStage_SyncErrors |
IsCustomizable | True |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_systemusers
Many-To-One Relationship: systemuser processstage_systemusers
Property | Value |
---|---|
ReferencingEntity | systemuser |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_systemusers |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_tasks
Many-To-One Relationship: task processstage_tasks
Property | Value |
---|---|
ReferencingEntity | task |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_tasks |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
processstage_teams
Many-To-One Relationship: team processstage_teams
Property | Value |
---|---|
ReferencingEntity | team |
ReferencingAttribute | stageid |
ReferencedEntityNavigationPropertyName | processstage_teams |
IsCustomizable | False |
AssociatedMenuConfiguration | AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000 |
See also
Dataverse table/entity reference
Dataverse Web API Reference
processstage