---
isPublished: true
template: "page.peb"
title: "iDialogue Platform Event Types"
displayName: "Platform Event Types"
description: "Review the baseline iDialogue platform event types and the fields commonly used by each type."
category: "support"
contentType: "reference"
audience: "administrator"
tags: "salesforce,platform-event,event-types,flow,content-version"
section: "support"
seoTitle: "iDialogue Salesforce Platform Event Types"
seoDescription: "Review iDialogue platform event types, common fields, and the CONTENT_VERSION_INSERT file event."
---

# iDialogue Platform Event types

Use **Event Type** (`Type__c`) to route an iDialogue Platform Event in Salesforce Flow.

This page is a minimum viable schema reference. It preserves the event types from the legacy iDialogue reference and
adds `CONTENT_VERSION_INSERT`. It is not a complete inventory of all Apex and Java publishers.

A publisher can leave an optional field blank. See the
[iDialogue Platform Event reference](/support/events/index.html) for the current field schema.

## Baseline event-type list

| Event type | Activity | Common fields |
| --- | --- | --- |
| `INFO` | iDialogue publishes general information for diagnostics. | `Subject__c`, `Message__c` |
| `ERROR` | iDialogue reports an error. | `Subject__c`, `Message__c` |
| `SITE_PUBLISH` | A user publishes a room or portal template. | `Subject__c`, `Message__c`, `RecordId__c` |
| `ROOM_CREATE` | A process creates a room. | `Subject__c`, `Message__c`, `RecordId__c`, `RoomId__c` |
| `ROOM_COMMENT` | A user adds a comment to a room. | `Subject__c`, `Message__c`, `RoomMemberId__c`, `RoomId__c` |
| `ROOM_CLOSE` | A process closes a room. | `Subject__c`, `Message__c`, `RoomId__c` |
| `ROOM_COMPLETE` | A process completes all actions in a room. | `Subject__c`, `Message__c`, `RoomId__c` |
| `ROOM_VIEW` | A user views a room. | `Subject__c`, `Message__c`, `RoomId__c`, `RecordId__c` |
| `MEMBER_ADD` | A process adds a Lead or Contact to a room. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomMemberId__c` |
| `MEMBER_INVITE` | A process sends a room invitation to a member. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomMemberId__c` |
| `MEMBER_SIGNIN` | A member signs in to a portal room. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomMemberId__c` |
| `MEMBER_SIGNOUT` | A member signs out of a portal room. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomMemberId__c` |
| `DOCUMENT_GENERATE` | A process generates a document from a room merge template. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_MERGE` | A process merges a Salesforce record with a document template. | `Subject__c`, `Message__c`, `RecordId__c`, `AttachmentID__c`, `ContentDocumentID__c`, `ContentVersionID__c` |
| `DOCUMENT_SENT` | A process sends a document to a room member. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RecordId__c` |
| `DOCUMENT_ATTACHED` | A process attaches a document to a record. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c`, `AttachmentID__c` |
| `DOCUMENT_VIEW` | A user opens and views a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_REVIEWED` | A user selects the Review action for a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_AGREE` | A user selects the Agree action for a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_APPROVE` | A user selects the Approve action for a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_DECLINE` | A user selects the Reject action for a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_COMMENT` | A user adds a comment to a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_UPLOAD` | A user uploads a document to a room. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_SHARE` | A user shares or forwards a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `DOCUMENT_ESIGNED` | A user electronically signs a document. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c`, `AttachmentID__c` |
| `DOCUMENT_COMPLETE` | A process completes all required document actions. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `MESSAGE_CREATE` | A user creates a message. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `MESSAGE_READ` | A user reads a message. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `MESSAGE_DELETE` | A user deletes a message. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_OPEN` | A user opens a form. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_CLOSE` | A user closes a form. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_SUBMIT` | A user submits a form. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_INPUT_OPEN` | A user opens a form input. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_INPUT_CANCEL` | A user cancels a form input. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_INPUT_SAVE` | A user saves a form input. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `FORM_INPUT_CLOSE` | A user closes a form input. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `PAYMENT_METHOD_SUBMIT` | A user submits a payment method. | `Subject__c`, `Message__c`, `RoomId__c`, `RecordId__c` |
| `CONFIGURATION_START` | A user starts a product configuration. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `CONFIGURATION_UPDATE` | A user updates a product configuration. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `CONFIGURATION_SUBMIT` | A user submits a product configuration. | `Subject__c`, `Message__c`, `RoomId__c`, `RoomItemId__c`, `RoomMemberId__c`, `RecordId__c` |
| `BATCH_DOCUMENT_MERGE` | A document batch completes a merge. | `Subject__c`, `Message__c`, `RecordId__c`, `AttachmentID__c`, `ContentVersionID__c`, `ContentDocumentID__c`, `Origin__c` |
| `BATCH_COMPLETE` | A batch completes one document successfully. | `Subject__c`, `Message__c`, `RecordId__c`, `Origin__c` |
| `BATCH_DOCUMENT_SENT` | The batch emailer sends a document. | `Subject__c`, `Message__c`, `RecordId__c`, `RecordType__c`, `AttachmentID__c`, `Origin__c` |
| `BATCH_EMAILER_COMPLETE` | A batch email process completes one document successfully. | `Subject__c`, `Message__c`, `RecordId__c`, `Origin__c` |
| `CONTENT_VERSION_TEXT_EXTRACT_COMPLETE` | Text extraction completes for a ContentVersion. | `Subject__c`, `RecordType__c`, `Message__c`, `RecordId__c`, `ContentVersionID__c`, `AttachmentID__c`, `Value__c`, `Origin__c` |
| `CONTENT_VERSION_INSERT` | Salesforce inserts a ContentVersion. | File, related-record, Library, folder, user, time, origin, and success fields |

## `CONTENT_VERSION_INSERT` fields

The handler always populates these fields:

- `Type__c` with `CONTENT_VERSION_INSERT`
- `RecordId__c` with the ContentVersion ID
- `RecordType__c` with `ContentVersion`
- `ContentVersionID__c`
- `ContentDocumentID__c`
- `UserId__c`
- `Timestamp__c`
- `Origin__c`
- `Success__c`

The handler populates these fields when the file is in a Salesforce Library:

- `ContentWorkspaceID__c`
- `ContentWorkspaceName__c`
- `ContentWorkspaceDocID__c`
- `ContentFolderID__c`
- `ContentFolderName__c`

The handler populates `RelatedRecordID__c` and `RelatedRecordType__c` when the file has a link to a business record.

The folder fields identify the immediate folder. They do not identify the full folder path.