ActionCard Entity Reference

Article
02/16/2022
8 minutes to read

Action card entity to show action cards.

Messages

Message	Web API Operation	SDK Assembly
Create	POST [org URI]/api/data/v9.0/actioncards See Create	CreateRequest or Create
Delete	DELETE [org URI]/api/data/v9.0/actioncards(actioncardid) See Delete	DeleteRequest or Delete
Retrieve	GET [org URI]/api/data/v9.0/actioncards(actioncardid) See Retrieve	RetrieveRequest or Retrieve
RetrieveMultiple	GET [org URI]/api/data/v9.0/actioncards See Query Data	RetrieveMultipleRequest or RetrieveMultiple
Update	PATCH [org URI]/api/data/v9.0/actioncards(actioncardid) See Update	UpdateRequest or Update

Entity Properties

Property	Value
CollectionSchemaName	ActionCards
DisplayCollectionName	Action Cards
DisplayName	Action Card
EntitySetName	actioncards
IsBPFEntity	False
LogicalCollectionName	actioncard
LogicalName	actioncard
OwnershipType	UserOwned
PrimaryIdAttribute	actioncardid
PrimaryNameAttribute	title
SchemaName	ActionCard

Writable attributes

These attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ActionCardId
CardType
CardTypeId
Data
Description
ExpiryDate
ImportSequenceNumber
OverriddenCreatedOn
OwnerId
OwnerIdType
ParentRegardingObjectId
ParentRegardingObjectTypeCode
Priority
RecordId
RecordIdObjectTypeCode
RecordIdObjectTypeCode2
ReferenceTokens
RegardingObjectId
RegardingObjectIdName
RegardingObjectTypeCode
Source
StartDate
State
Title
TransactionCurrencyId
Visibility

ActionCardId

Property	Value
Description	Unique identifier of the action card.
DisplayName	Action Card
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	actioncardid
RequiredLevel	SystemRequired
Type	Uniqueidentifier

CardType

Property	Value
Description	The CardType ENUM value.
DisplayName	CardType ENUM
Format	None
IsValidForForm	True
IsValidForRead	True
LogicalName	cardtype
MaxValue	2147483647
MinValue	0
RequiredLevel	SystemRequired
Type	Integer

CardTypeId

Property	Value
Description	Unique identifier of the card type.
DisplayName	Card Type
IsValidForForm	True
IsValidForRead	True
LogicalName	cardtypeid
RequiredLevel	SystemRequired
Targets	cardtype
Type	Lookup

Data

Property	Value
Description	Json formatted string for generic purpose.
DisplayName	Data Associated with Card Commandbar Actions
Format	TextArea
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	data
MaxLength	8192
RequiredLevel	None
Type	Memo

Description

Property	Value
Description	Card Description
DisplayName	Card Description
Format	TextArea
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	description
MaxLength	8192
RequiredLevel	None
Type	Memo

ExpiryDate

Property	Value
DateTimeBehavior	UserLocal
Description	Shows the Expiry Date
DisplayName	Expiry Date
Format	DateAndTime
IsValidForForm	True
IsValidForRead	True
LogicalName	expirydate
RequiredLevel	SystemRequired
Type	DateTime

ImportSequenceNumber

Property	Value
Description	Sequence number of the import that created this record.
DisplayName	Import Sequence Number
Format	None
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	importsequencenumber
MaxValue	2147483647
MinValue	-2147483648
RequiredLevel	None
Type	Integer

OverriddenCreatedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time that the record was migrated.
DisplayName	Record Created On
Format	DateOnly
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	overriddencreatedon
RequiredLevel	None
Type	DateTime

OwnerId

Property	Value
Description	Unique identifier of the user or team who owns the action card.
DisplayName	Owner
IsValidForForm	False
IsValidForRead	True
LogicalName	ownerid
RequiredLevel	SystemRequired
Targets	systemuser,team
Type	Owner

OwnerIdType

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridtype
RequiredLevel	SystemRequired
Type	EntityName

ParentRegardingObjectId

Property	Value
Description	ParentRegardingObjectId of the ActionCard
DisplayName	ParentRegardingObjectId
IsValidForForm	False
IsValidForRead	True
LogicalName	parentregardingobjectid
RequiredLevel	None
Targets
Type	Lookup

ParentRegardingObjectTypeCode

Property	Value
Description	ParentRegardingObjectTypeCode of the ActionCard
DisplayName	ParentRegardingObjectTypeCode
IsValidForForm	False
IsValidForRead	True
LogicalName	parentregardingobjecttypecode
RequiredLevel	None
Type	EntityName

Priority

Property	Value
Description	Priority of the ActionCard
DisplayName	Priority
Format	None
IsValidForForm	False
IsValidForRead	True
LogicalName	priority
MaxValue	2147483647
MinValue	0
RequiredLevel	SystemRequired
Type	Integer

RecordId

Property	Value
Description	Shows the record ID.
DisplayName	RecordId
IsValidForForm	True
IsValidForRead	True
LogicalName	recordid
RequiredLevel	None
Targets
Type	Lookup

RecordIdObjectTypeCode

Property	Value
Description	Shows the Object Type Code.
DisplayName	RecordIdObjectTypeCode
IsValidForForm	False
IsValidForRead	True
LogicalName	recordidobjecttypecode
RequiredLevel	None
Type	EntityName

RecordIdObjectTypeCode2

Property	Value
Description	RecordIdObjectTypeCode2 of the ActionCard
DisplayName	RecordIdObjectTypeCode2
Format	None
IsValidForForm	False
IsValidForRead	True
LogicalName	recordidobjecttypecode2
MaxValue	2147483647
MinValue	0
RequiredLevel	None
Type	Integer

ReferenceTokens

Property	Value
Description	For internal use only.
DisplayName	Data Associated constructing title and body
Format	TextArea
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	referencetokens
MaxLength	8192
RequiredLevel	None
Type	Memo

RegardingObjectId

Property	Value
Description	Choose the record that the card relates to.
DisplayName	Regarding
IsValidForForm	True
IsValidForRead	True
LogicalName	regardingobjectid
RequiredLevel	None
Targets	account,appointment,contact,email,fax,incident,lead,letter,msdyn_approval,msdyn_bookingalert,msfp_surveyinvite,msfp_surveyresponse,opportunity,phonecall,recurringappointmentmaster,serviceappointment,task
Type	Lookup

RegardingObjectIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	regardingobjectidname
MaxLength	4000
RequiredLevel	None
Type	String

RegardingObjectTypeCode

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	regardingobjecttypecode
RequiredLevel	None
Type	EntityName

Source

Property	Value
Description	Source for the Action Card
DisplayName	Action Card Source
IsValidForForm	True
IsValidForRead	True
IsValidForUpdate	False
LogicalName	source
RequiredLevel	SystemRequired
Type	Picklist

Source Options

Value	Label
1	CRM
2	Exchange

StartDate

Property	Value
DateTimeBehavior	UserLocal
Description	Shows the Start Date
DisplayName	Start Date
Format	DateAndTime
IsValidForForm	True
IsValidForRead	True
LogicalName	startdate
RequiredLevel	SystemRequired
Type	DateTime

State

Property	Value
Description	State of the Action Card
DisplayName	Action Card State
IsValidForForm	True
IsValidForRead	True
LogicalName	state
RequiredLevel	SystemRequired
Type	Picklist

State Options

Value	Label
0	Active
1	Dismissed
2	Completed

Title

Property	Value
Description	Title of the ActionCard
DisplayName	Title
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	title
MaxLength	200
RequiredLevel	None
Type	String

TransactionCurrencyId

Property	Value
Description	Unique identifier of the currency associated with the action card.
DisplayName	Currency
IsValidForForm	True
IsValidForRead	True
LogicalName	transactioncurrencyid
RequiredLevel	None
Targets	transactioncurrency
Type	Lookup

Visibility

Property	Value
Description	Select whether the visibility should be set to public/private.
DisplayName	Visibiliy Status of ActionCard
IsValidForForm	True
IsValidForRead	True
LogicalName	visibility
RequiredLevel	None
Type	Boolean

Visibility Options

Value	Label
1	Private
0	Public

DefaultValue: False

Read-only attributes

These attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

CardTypeIdName
CreatedBy
CreatedByName
CreatedByYomiName
CreatedOn
CreatedOnBehalfBy
CreatedOnBehalfByName
CreatedOnBehalfByYomiName
ExchangeRate
ModifiedBy
ModifiedByName
ModifiedByYomiName
ModifiedOn
ModifiedOnBehalfBy
ModifiedOnBehalfByName
ModifiedOnBehalfByYomiName
OwnerIdName
OwnerIdYomiName
OwningBusinessUnit
OwningTeam
OwningUser
RecordIdName
TransactionCurrencyIdName
VersionNumber

CardTypeIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	cardtypeidname
MaxLength	256
RequiredLevel	None
Type	String

CreatedBy

Property	Value
Description	Unique identifier of the user who created the action card.
DisplayName	Created By
IsValidForForm	False
IsValidForRead	True
LogicalName	createdby
RequiredLevel	None
Targets	systemuser
Type	Lookup

CreatedByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdbyname
MaxLength	100
RequiredLevel	None
Type	String

CreatedByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdbyyominame
MaxLength	100
RequiredLevel	None
Type	String

CreatedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time when action card was created.
DisplayName	Created On
Format	DateAndTime
IsValidForForm	False
IsValidForRead	True
LogicalName	createdon
RequiredLevel	None
Type	DateTime

CreatedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who created the action card.
DisplayName	Created By (Delegate)
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfby
RequiredLevel	None
Targets	systemuser
Type	Lookup

CreatedOnBehalfByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfbyname
MaxLength	100
RequiredLevel	None
Type	String

CreatedOnBehalfByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfbyyominame
MaxLength	100
RequiredLevel	None
Type	String

ExchangeRate

Property	Value
Description	Exchange rate for the currency associated with the action card with respect to the base currency.
DisplayName	Exchange Rate
IsValidForForm	True
IsValidForRead	True
LogicalName	exchangerate
MaxValue	100000000000
MinValue	0.0000000001
Precision	10
RequiredLevel	None
Type	Decimal

ModifiedBy

Property	Value
Description	Unique identifier of the user who last modified the action card.
DisplayName	Modified By
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedby
RequiredLevel	None
Targets	systemuser
Type	Lookup

ModifiedByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedbyname
MaxLength	100
RequiredLevel	None
Type	String

ModifiedByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedbyyominame
MaxLength	100
RequiredLevel	None
Type	String

ModifiedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time when action card was last modified.
DisplayName	Modified On
Format	DateAndTime
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedon
RequiredLevel	None
Type	DateTime

ModifiedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who last modified action card.
DisplayName	Modified By (Delegate)
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfby
RequiredLevel	None
Targets	systemuser
Type	Lookup

ModifiedOnBehalfByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfbyname
MaxLength	100
RequiredLevel	None
Type	String

ModifiedOnBehalfByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfbyyominame
MaxLength	100
RequiredLevel	None
Type	String

OwnerIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridname
MaxLength	100
RequiredLevel	SystemRequired
Type	String

OwnerIdYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridyominame
MaxLength	100
RequiredLevel	SystemRequired
Type	String

OwningBusinessUnit

Property	Value
Description	Unique identifier of the business unit that owns the action card.
DisplayName	Owning Business Unit
IsValidForForm	False
IsValidForRead	True
LogicalName	owningbusinessunit
RequiredLevel	None
Targets	businessunit
Type	Lookup

OwningTeam

Property	Value
Description	Unique identifier of the team who owns the action card.
DisplayName	Owning Team
IsValidForForm	False
IsValidForRead	True
LogicalName	owningteam
RequiredLevel	None
Targets	team
Type	Lookup

OwningUser

Property	Value
Description	Unique identifier of the user who owns the action card.
DisplayName	Owning User
IsValidForForm	False
IsValidForRead	True
LogicalName	owninguser
RequiredLevel	None
Targets	systemuser
Type	Lookup

RecordIdName

Property	Value
Description	Shows the record ID Name.
DisplayName	RecordIdName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	recordidname
MaxLength	400
RequiredLevel	None
Type	String

TransactionCurrencyIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	transactioncurrencyidname
MaxLength	100
RequiredLevel	None
Type	String

VersionNumber

Property	Value
Description	Version number of the action card.
DisplayName	Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	versionnumber
MaxValue	9223372036854775807
MinValue	-9223372036854775808
RequiredLevel	None
Type	BigInt

One-To-Many Relationships

Listed by SchemaName.

ActionCardUserState_ActionCard

Same as actioncarduserstate entity ActionCardUserState_ActionCard Many-To-One relationship.

Property	Value
ReferencingEntity	actioncarduserstate
ReferencingAttribute	actioncardid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	ActionCardUserState_ActionCard
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:
CascadeConfiguration	Assign: NoCascade Delete: Cascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related entity. Listed by SchemaName.

Lead_actioncard
incident_actioncard
serviceappointment_actioncard
opportunity_actioncard
msdyn_bookingalert_ActionCards
msdyn_approval_ActionCards
contact_actioncard
lk_actioncardbase_modifiedby
letter_actioncard
phonecall_actioncard
task_actioncard
email_actioncard
lk_actioncardbase_createdonbehalfby
business_unit_actioncards
recurringappointmentmaster_actioncard
lk_actioncardbase_createdby
transactioncurrency_actioncard
account_actioncard
appointment_actioncard
fax_actioncard
lk_actioncardbase_modifiedonbehalfby

Lead_actioncard

Added by: Lead Management Solution

See lead Entity Lead_actioncard One-To-Many relationship.

incident_actioncard

Added by: Service Solution

See incident Entity incident_actioncard One-To-Many relationship.

serviceappointment_actioncard

Added by: Service Solution

See serviceappointment Entity serviceappointment_actioncard One-To-Many relationship.

opportunity_actioncard

Added by: Sales Solution

See opportunity Entity opportunity_actioncard One-To-Many relationship.

msdyn_bookingalert_ActionCards

Added by: Active Solution Solution

See msdyn_bookingalert Entity msdyn_bookingalert_ActionCards One-To-Many relationship.

msdyn_approval_ActionCards

Added by: Active Solution Solution

See msdyn_approval Entity msdyn_approval_ActionCards One-To-Many relationship.

contact_actioncard

See contact Entity contact_actioncard One-To-Many relationship.

lk_actioncardbase_modifiedby

See systemuser Entity lk_actioncardbase_modifiedby One-To-Many relationship.

letter_actioncard

See letter Entity letter_actioncard One-To-Many relationship.

phonecall_actioncard

See phonecall Entity phonecall_actioncard One-To-Many relationship.

task_actioncard

See task Entity task_actioncard One-To-Many relationship.

email_actioncard

See email Entity email_actioncard One-To-Many relationship.

lk_actioncardbase_createdonbehalfby

See systemuser Entity lk_actioncardbase_createdonbehalfby One-To-Many relationship.

business_unit_actioncards

See businessunit Entity business_unit_actioncards One-To-Many relationship.

recurringappointmentmaster_actioncard

See recurringappointmentmaster Entity recurringappointmentmaster_actioncard One-To-Many relationship.

lk_actioncardbase_createdby

See systemuser Entity lk_actioncardbase_createdby One-To-Many relationship.

transactioncurrency_actioncard

See transactioncurrency Entity transactioncurrency_actioncard One-To-Many relationship.

account_actioncard

See account Entity account_actioncard One-To-Many relationship.

appointment_actioncard

See appointment Entity appointment_actioncard One-To-Many relationship.

fax_actioncard

See fax Entity fax_actioncard One-To-Many relationship.

lk_actioncardbase_modifiedonbehalfby

See systemuser Entity lk_actioncardbase_modifiedonbehalfby One-To-Many relationship.