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 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__cwithCONTENT_VERSION_INSERTRecordId__cwith the ContentVersion IDRecordType__cwithContentVersionContentVersionID__cContentDocumentID__cUserId__cTimestamp__cOrigin__cSuccess__c
The handler populates these fields when the file is in a Salesforce Library:
ContentWorkspaceID__cContentWorkspaceName__cContentWorkspaceDocID__cContentFolderID__cContentFolderName__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.