app.engagement_board

Vista

Engagements as the Engagements and Onboarding pages read them: party name, onboarding progress, documents awaiting a signature or countersignature, deliverables to review and whether each side has rated (Section 4.4.4 stages 6 to 9). Rows follow opportunities.engagement.read on the project.

Columnas de app.engagement_board
Columna	Tipo	Admite nulos	Descripción
engagement_id	uuid	Sí	Engagement.
org_id	uuid	Sí	Org.
project_id	uuid	Sí	Project.
project_key	text	Sí	Project key.
project_name	text	Sí	Project name.
party_name	text	Sí	Engaged person, or the account when no person is named.
person_id	uuid	Sí	Engaged person.
account_id	uuid	Sí	Engaged account.
account_name	text	Sí	Engaged account name.
role_type	app.external_role_type	Sí	External role type.
role_code	text	Sí	Canon role.
job_title	xpms.canon_text	Sí	Job title from the Roles Library.
worker_classification	text	Sí	Canon worker classification.
engagement_state	app.engagement_state	Sí	Engagement state.
start_date	date	Sí	First day.
end_date	date	Sí	Last day.
application_id	uuid	Sí	Application the engagement came from.
open_blocking_count	bigint	Sí	Blocking onboarding requirements not yet satisfied.
onboarding_item_count	bigint	Sí	Onboarding items.
documents_in_flight	bigint	Sí	Documents Sent or Signed and not yet executed.
deliverables_to_review	bigint	Sí	Deliverables handed in and awaiting the org.
org_rated	boolean	Sí	True once the org rated the party.
party_rated	boolean	Sí	True once the party rated the org.
ratings_released	boolean	Sí	True once both ratings show.