OBJECT

OpportunityEntity

link GraphQL Schema definition

  • type OpportunityEntity {
  • # Arguments
  • # apiNames: Api names of custom fields to retrieve. All are
  • # returned if not set.
  • customFields(apiNames: [String!]): JSONString!
  • # Deferred property. Will return data only if called via get_by_id. Otherwise null
  • # or empty array is used.
  • pendingScheduledActions: Int
  • # Tells if the entity instance is protected against delete (Entities that need to
  • # be present in the system at any time). Delete action still may fail if entity is
  • # deletable, due some other additional validations.
  • isDeleteProtected: Boolean!
  • # Unique identifier of entity.
  • id: ID!
  • # Specifies if the entity is considered deleted.
  • isDeleted: Boolean
  • # Last modification time.
  • modified: DateTime
  • # Creation time.
  • created: DateTime
  • # Quote currently used to drive the opportunity (e.g. for synchronisation of
  • # monetary fields). Empty when no quote is active.
  • activeQuote: QuoteEntity
  • # Currency exchange rate list used to convert monetary fields linked to this
  • # opportunity. Empty to inherit the team space default.
  • currencyExchangeRatesList: CurrencyExchangeRatesListEntity
  • # How the opportunity originated (e.g. Website, Referral, Trade Show).
  • # Configurable per team space.
  • leadSource: DataEntity
  • # Opportunity type that classifies this opportunity. Each type maps to one
  • # pipeline and drives which form, fields and stages apply.
  • opptyType: OpportunityTypeEntity
  • # Sales user who owns this opportunity.
  • owner: ClientEntity
  • # Currency used for product line-item prices on this opportunity.
  • productCurrency: CurrencyEntity
  • # Product price list used to populate prices for product line items added to this
  • # opportunity. Empty to use catalog defaults.
  • productPriceList: ProductPriceListEntity
  • # Configurable reason recorded when the opportunity is archived (lost). Required
  • # when the lost form mandates it.
  • reasonOfClose: DataEntity
  • # Pipeline step the opportunity is currently sitting in. Reaching the last step in
  • # the pipeline marks the opportunity as won; archiving sets it to lost.
  • step: StepEntity
  • # Sales unit this opportunity is assigned to. Determines which team members can
  • # see the record under unit-based sharing.
  • unit: SalesUnitEntity
  • # Id of the active quote.
  • activeQuoteId: ID
  • # Expected or actual closing date of the opportunity.
  • closingDate: Date!
  • # Id of the currency exchange rate list applied to this opportunity.
  • currencyExchangeRatesListId: ID
  • # Free-form description of the opportunity.
  • description: String
  • # True when the opportunity has been archived (lost). Archived opportunities
  • # remain readable but are hidden from active lists and cannot be edited until
  • # reactivated.
  • isArchived: Boolean
  • # True when value is auto-calculated from the opportunity product line items.
  • # False when the user enters value directly.
  • isValueAutoCalculate: Boolean
  • # User-set colored flag used to highlight the opportunity in lists and reports.
  • labelFlag: Int
  • # Id of the lead source.
  • leadSourceId: ID
  • # Name of the entity and its default text representation.
  • name: String!
  • # Id of the opportunity type.
  • opptyTypeId: ID
  • # Id of the opportunity owner.
  • ownerId: ID!
  • # Id of the product currency.
  • productCurrencyId: ID
  • # Id of the product price list.
  • productPriceListId: ID
  • productSections: [ProductSection!]
  • # Free-text company email captured at opportunity creation when no Account record
  • # has been linked yet.
  • quickAccountEmail: String
  • # Free-text company name captured at opportunity creation when no Account record
  • # has been linked yet.
  • quickAccountName: String
  • # Free-text company phone captured at opportunity creation when no Account record
  • # has been linked yet.
  • quickAccountPhone: String
  • # Free-text contact name captured at opportunity creation when no Contact record
  • # has been linked yet.
  • quickContactName: String
  • # Free-text contact email captured at opportunity creation when no Contact record
  • # has been linked yet.
  • quickEmail: String
  • # Free-text contact phone captured at opportunity creation when no Contact record
  • # has been linked yet.
  • quickPhone: String
  • # Qualitative ranking score (1-10) the user assigns to indicate the strength of
  • # the opportunity.
  • ranking: Int
  • # Free-form note explaining why the opportunity was archived (lost).
  • reasonOfCloseDescription: String
  • # Id of the reason-of-close value.
  • reasonOfCloseId: ID
  • # Sharing model applied on top of the owner/unit visibility (e.g. shared with
  • # selected sales units or selected users). The matching sharing_units /
  • # sharing_clients lists control who is granted access.
  • shareMode: ShareModeEnum
  • # Id of the pipeline step.
  • stepId: ID!
  • # Discriminator identifying the concrete record type — always "opportunity" for
  • # Opportunity records. Read-only; useful when consuming polymorphic LeadOppty
  • # results.
  • tableName: String!
  • # Id of the sales unit.
  • unitId: ID
  • # True when the opportunity has gone through the qualification step at least once.
  • wasQualified: Boolean
  • # Revision when entity was lastly changed.
  • revision: Int
  • # Monetary value of the opportunity in the team space base currency, with the
  • # foreign value and currency code preserved alongside.
  • value: CurrencyForeignField
  • # Number of email sequences this record is currently actively enrolled in
  • # (soft-deleted or ended enrollments are not counted).
  • enrolledEmailSequences: Int!
  • opptyRecurrence: OpptyRecurrenceEntity
  • revenueSchedule: OpptyRevenueScheduleEntity
  • # Product line items on this opportunity. Each entry holds the product, quantity,
  • # price and discount that contribute to the opportunity value when
  • # is_value_auto_calculate is true.
  • #
  • # Arguments
  • # filter: Filter Product relations by target Product attributes.
  • # filterEdge: Filter OpptyProductRelation relations by edge
  • # (relation) OpptyProductRelation attributes.
  • # orderBy: Order Product relations by target Product attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • productRelations(
  • filter: ProductFilterInput,
  • filterEdge: OpptyProductRelationFilterInput,
  • orderBy: [ProductOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): OpptyProductRelationEntityConnection
  • # Primary contact of this opportunity. Set automatically from the contact relation
  • # marked as primary.
  • primaryContact: ContactEntity
  • # Primary account of this opportunity. Set automatically from the account relation
  • # marked as primary.
  • primaryAccount: AccountEntity
  • # Contacts linked to this opportunity, including their roles and org-chart
  • # positions.
  • #
  • # Arguments
  • # filter: Filter Contact relations by target Contact attributes.
  • # filterEdge: Filter LeadOpptyContactRelation relations by edge
  • # (relation) LeadOpptyContactRelation attributes.
  • # orderBy: Order Contact relations by target Contact attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • contactRelations(
  • filter: ContactFilterInput,
  • filterEdge: LeadOpptyContactRelationFilterInput,
  • orderBy: [ContactOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): LeadOpptyContactRelationEntityConnection
  • # Accounts linked to this opportunity, including the primary-account flag.
  • #
  • # Arguments
  • # filter: Filter Account relations by target Account attributes.
  • # filterEdge: Filter LeadOpptyAccountRelation relations by edge
  • # (relation) LeadOpptyAccountRelation attributes.
  • # orderBy: Order Account relations by target Account attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • accountRelations(
  • filter: AccountFilterInput,
  • filterEdge: LeadOpptyAccountRelationFilterInput,
  • orderBy: [AccountOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): LeadOpptyAccountRelationEntityConnection
  • # Documents linked to this opportunity.
  • #
  • # Arguments
  • # filter: Filter CloudObject relations by target CloudObject
  • # attributes.
  • # filterEdge: Filter CloudObjectRelation relations by edge
  • # (relation) CloudObjectRelation attributes.
  • # orderBy: Order CloudObject relations by target CloudObject
  • # attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • documents(
  • filter: CloudObjectFilterInput,
  • filterEdge: CloudObjectRelationFilterInput,
  • orderBy: [CloudObjectOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): CloudObjectRelationEntityConnection
  • # Quotes prepared for this opportunity.
  • #
  • # Arguments
  • # filter: Filter Quote relations by target Quote attributes.
  • # orderBy: Order Quote relations by target Quote attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • quoteRelations(
  • filter: QuoteFilterInput,
  • orderBy: [QuoteOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): QuoteEntityConnection
  • # Current status of the opportunity (Open, Won, Lost). Read-only; derived from the
  • # current pipeline step and the archived flag.
  • status: OpptyStatusEnum!
  • # Timestamp of when the opportunity was qualified, taken from the matching KPI
  • # event. Empty for opportunities that have not been qualified. Read-only.
  • qualifyDate: DateTime
  • # Timestamp of when the opportunity was won. Setting it adjusts the underlying win
  • # event; empty for opportunities that have not been won.
  • wonDate: DateTime
  • # Timestamp of when the opportunity was archived (lost). Setting it adjusts the
  • # underlying loss event; empty for opportunities that have not been archived.
  • lostDate: DateTime
  • # Number of days the opportunity has been sitting in its current pipeline step.
  • # Read-only; computed by Coevera from the most recent move event and per-step
  • # timeframe history.
  • daysInStep: Int!
  • # True when the current authenticated user has marked this opportunity as
  • # favorite. Per-user.
  • isFavorite: Boolean!
  • # Sales units that have been granted shared access to this opportunity. Editable
  • # only when share_mode allows unit sharing.
  • #
  • # Arguments
  • # filter: Filter SalesUnit relations by target SalesUnit
  • # attributes.
  • # filterEdge: Filter LeadOpptySharingSalesUnitRelation relations
  • # by edge (relation) LeadOpptySharingSalesUnitRelation attributes.
  • # orderBy: Order SalesUnit relations by target SalesUnit
  • # attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • sharingUnits(
  • filter: SalesUnitFilterInput,
  • filterEdge: LeadOpptySharingSalesUnitRelationFilterInput,
  • orderBy: [SalesUnitOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): LeadOpptySharingSalesUnitRelationEntityConnection
  • # Users that have been granted shared access to this opportunity. Editable only
  • # when share_mode allows user sharing.
  • #
  • # Arguments
  • # filter: Filter Client relations by target Client attributes.
  • # filterEdge: Filter LeadOpptySharingClientRelation relations by
  • # edge (relation) LeadOpptySharingClientRelation attributes.
  • # orderBy: Order Client relations by target Client attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • sharingClients(
  • filter: ClientFilterInput,
  • filterEdge: LeadOpptySharingClientRelationFilterInput,
  • orderBy: [ClientOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): LeadOpptySharingClientRelationEntityConnection
  • # Tag labels applied to this opportunity.
  • #
  • # Arguments
  • # filter: Filter Tag relations by target Tag attributes.
  • # filterEdge: Filter TagRelation relations by edge (relation)
  • # TagRelation attributes.
  • # orderBy: Order Tag relations by target Tag attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • tags(
  • filter: TagFilterInput,
  • filterEdge: TagRelationFilterInput,
  • orderBy: [TagOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): TagRelationEntityConnection
  • # Saved view profiles this opportunity currently matches.
  • #
  • # Arguments
  • # filter: Filter Profile relations by target Profile attributes.
  • # filterEdge: Filter ProfileRelation relations by edge (relation)
  • # ProfileRelation attributes.
  • # orderBy: Order Profile relations by target Profile attributes.
  • # includeDeleted: Returns deleted target records as well. Default
  • # is true.
  • # before: Cursor until which to take entities to result set.
  • # after: Cursor after which to start taking entities to result
  • # set.
  • # first: Number of entities to return from beginning of the
  • # result set.
  • # last: Return only the "last" number of entities from result
  • # set.
  • staticProfiles(
  • filter: ProfileFilterInput,
  • filterEdge: ProfileRelationFilterInput,
  • orderBy: [ProfileOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: Int
  • ): ProfileRelationEntityConnection
  • # Deferred property. Will return data only if called via get_by_id. Otherwise null
  • # or empty array is used.
  • fitness: WarningLevelEnum!
  • # Deferred property. Will return data only if called via get_by_id. Otherwise null
  • # or empty array is used.
  • fitnessDescription: FitnessDescription!
  • # Display version of the opportunity name, used in lists and references.
  • formattedName: String!
  • # Deferred property. Will return data only if called via get_by_id. Otherwise null
  • # or empty array is used.
  • viewerIdsPerSalesUnit: [UUID!]!
  • # Timestamp of the most recent modification made by an end user (excluding system
  • # changes). Read-only; computed by Coevera.
  • modifiedByUser: DateTime
  • # Checks which permissions current user has on concrete entity instance.
  • #
  • # Arguments
  • # permissions: [Not documented]
  • instancePermissions(permissions: [EntityPermsEnum!]!): [EntityPermsEnum!]!
  • # Arguments
  • # entityType: [Not documented]
  • relatedEntitiesDrilldown(entityType: EntityNameEnum!): CompactViewDrilldownModel!
  • # Arguments
  • # ids: [Not documented]
  • charts(ids: [UUID!]!): [DashboardChartData!]
  • # Arguments
  • # id: [Not documented]
  • # seriesIndex: [Not documented]
  • # itemIndex: [Not documented]
  • chartsDrilldown(id: UUID!, seriesIndex: Int, itemIndex: Int): CompactViewDrilldownModel!
  • # Arguments
  • # ids: Null to load all fields defined on InterfacePreview entity
  • # first: [Not documented]
  • fields(ids: [UUID!], first: Int): [InterfaceFieldData]!
  • # Arguments
  • # stepChecklistIds: [Not documented]
  • stepChecklists(stepChecklistIds: [UUID]): [StepChecklistActivityItem]!
  • approval: ApprovalEntity
  • }