Goal Entity Metadata

  • Article

[Applies to: Microsoft Dynamics CRM 2011]

The following information is for the goal entity in a default, uncustomized installation of Microsoft Dynamics CRM. The schema name and early bound class for this entity is Goal.

To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the Metadata for Your Organization.

In This Topic

Entity Metadata

Privilege Metadata

Attribute Metadata

One-to-Many Relationships

Many-to-Many Relationships

Many-to-One Relationships

Entity Metadata

The following table shows the metadata for the goal entity.

Metadata property Value

EntityLogicalName

goal

OTC

9600

OwnershipType

UserOwned

AutoRouteToOwnerQueue

False

CanBeInManyToMany

True

CanBePrimaryEntityInRelationship

True

CanBeRelatedEntityInRelationship

True

CanCreateAttributes

True

CanCreateCharts

True

CanCreateForms

True

CanCreateViews

True

CanModifyAdditionalSettings

True

CanTriggerWorkflow

True

IsActivity

False

IsActivityParty

False

IsAuditEnabled

False

IsAvailableOffline

True

IsChildEntity

False

IsConnectionsEnabled

canmodifyconnectionsettings

IsCustomEntity

False

IsCustomizable

True

IsDocumentManagementEnabled

False

IsDuplicateDetectionEnabled

True

IsEnabledForCharts

True

IsImportable

True

IsIntersect

False

IsMailMergeEnabled

False

IsManaged

True

IsMappable

True

IsReadingPaneEnabled

False

IsRenameable

True

IsValidForAdvancedFind

True

IsValidForQueue

False

IsVisibleInMobile

False

PrimaryIdAttribute

goalid

PrimaryNameAttribute

title

ReportViewName

FilteredGoal

RecurrenceBaseEntityLogicalName

Description

Target objective for a user or a team for a specified time period.

DisplayName

Goal

DisplayCollectionName

Goals

Privilege Metadata

The following table shows the privilege metadata for the goal entity.

PrivilegeName Id Type CanBeBasic CanBeDeep CanBeGlobal CanBeLocal

prvAppendGoal

4e4f1e2b-660d-43c2-811d-5addbd6450fc

Append

True

True

True

True

prvAppendToGoal

aaf78c30-40f3-4fb7-b49f-fcc415980759

AppendTo

True

True

True

True

prvAssignGoal

d440fb1f-b019-46a4-9ece-e626e8282368

Assign

True

True

True

True

prvCreateGoal

04a912bb-a73a-49ef-b725-5b3d35b6024c

Create

True

True

True

True

prvDeleteGoal

2297138d-4bfc-4e71-bdc1-351aa5698ddb

Delete

True

True

True

True

prvReadGoal

55295613-92ec-435e-bcc4-a265b031cfd4

Read

True

True

True

True

prvRollupGoal

ef70ae80-3a6e-405a-8bb2-1619ced3d9c4

None

False

False

True

False

prvShareGoal

38a7b8e9-6934-413d-baa3-bbcb2837b8e4

Share

True

True

True

True

prvWriteGoal

97652230-b9bb-42fc-9323-92b6871e5f5d

Write

True

True

True

True

Attribute Metadata

The following table shows the attribute metadata for the goal entity.

LogicalName Description Type SchemaName IsCustomAttribute IsCustomizable RequiredLevel IsValidForCreate IsValidForRead IsValidForUpdate CanBeSecuredForCreate CanBeSecuredForRead CanBeSecuredForUpdate IsAuditEnabled IsManaged IsPrimaryId IsPrimaryName IsRenameable IsSecured IsValidForAdvancedFind DisplayName DeprecatedVersion

actualdecimal

Actual value (decimal type) against the target.

Decimal

ActualDecimal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Actual (Decimal)

actualinteger

Actual value (integer type) against the target.

Integer

ActualInteger

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Actual (Integer)

actualmoney

Actual value (money type) against the target.

Money

ActualMoney

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Actual (Money)

actualmoney_base

Actual value (money type) in base currency against the target.

Money

ActualMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Actual (Money) (Base)

actualstring

Actual Value of the goal.

String

ActualString

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

False

Actual

amountdatatype

Data type of the amount.

Picklist

AmountDataType

False

True

None

True

True

False

False

False

False

True

True

False

False

True

False

True

Amount Data Type

computedtargetasoftodaydecimal

A system-generated expected amount for Actual (decimal) against the target goal.

Decimal

ComputedTargetAsOfTodayDecimal

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Today's Target (Decimal)

computedtargetasoftodayinteger

A system-generated expected amount for Actual (integer) against the target goal.

Integer

ComputedTargetAsOfTodayInteger

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Today's Target (Integer)

computedtargetasoftodaymoney

A system-generated expected amount for Actual (money) against the target goal.

Money

ComputedTargetAsOfTodayMoney

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Today's Target (Money)

computedtargetasoftodaymoney_base

A system-generated expected amount in base currency for Actual (money) against the target goal.

Money

ComputedTargetAsOfTodayMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Today's Target (Money) (Base)

computedtargetasoftodaypercentageachieved

A system-generated expected value for percentage achieved against the target goal.

Decimal

ComputedTargetAsOfTodayPercentageAchieved

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Today's Target (Percentage Achieved)

consideronlygoalownersrecords

Indicates whether only the goal owner's records, or all records, will be rolled up.

Boolean

ConsiderOnlyGoalOwnersRecords

False

True

SystemRequired

True

True

True

False

False

False

True

True

False

False

True

False

True

Record Set for Rollup

createdby

Unique identifier of the user who created the record.

Lookup

CreatedBy

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Created By

createdon

Date and time when the record was created.

DateTime

CreatedOn

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Created On

createdonbehalfby

Unique identifier of the delegate user who created the record.

Lookup

CreatedOnBehalfBy

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Created By (Delegate)

customrollupfielddecimal

Placeholder rollup field for value (decimal) against the target.

Decimal

CustomRollupFieldDecimal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Custom Rollup Field (Decimal)

customrollupfieldinteger

Placeholder rollup field for value (integer) against the target.

Integer

CustomRollupFieldInteger

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Custom Rollup Field (Integer)

customrollupfieldmoney

Placeholder rollup field for value (money) against the target.

Money

CustomRollupFieldMoney

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Custom Rollup Field (Money)

customrollupfieldmoney_base

Placeholder rollup field for value (money) in base currency against the target.

Money

CustomRollupFieldMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Custom Rollup Field (Money) (Base)

customrollupfieldstring

Placeholder rollup field for the goal.

String

CustomRollupFieldString

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

False

Custom Rollup Field

depth

Depth of the goal in the tree.

Integer

Depth

False

True

None

False

True

False

False

False

False

True

True

False

False

False

False

False

Depth

exchangerate

Exchange rate between the currency associated with the entity and the base currency.

Decimal

ExchangeRate

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Exchange Rate

fiscalperiod

Fiscal period for the goal.

Picklist

FiscalPeriod

False

True

None

True

True

True

False

False

False

True

True

False

False

False

False

True

Fiscal Period

fiscalyear

Fiscal year for the goal.

Picklist

FiscalYear

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Fiscal Year

goalenddate

End date for the goal period.

DateTime

GoalEndDate

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

To

goalid

Unique identifier of the goal.

Uniqueidentifier

GoalId

False

True

SystemRequired

True

True

False

False

False

False

False

True

True

False

True

False

True

Goal

goalownerid

Unique identifier of the user or team who needs to meet the goal.

Lookup

GoalOwnerId

False

True

ApplicationRequired

True

True

True

False

False

False

True

True

False

False

True

False

True

Goal Owner

goalstartdate

Start date for the goal period.

DateTime

GoalStartDate

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

From

goalwitherrorid

Unique identifier of the goal that caused an error in the rollup of the goal hierarchy.

Lookup

GoalWithErrorId

False

True

None

False

True

True

False

False

False

True

True

False

False

True

False

True

Goal With Error

importsequencenumber

Sequence number of the import that created this record.

Integer

ImportSequenceNumber

False

True

None

True

True

False

False

False

False

True

True

False

False

True

False

True

Import Sequence Number

inprogressdecimal

In-progress value (decimal) against the target.

Decimal

InProgressDecimal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

In-progress (Decimal)

inprogressinteger

In-progress value (integer) against the target.

Integer

InProgressInteger

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

In-progress (Integer)

inprogressmoney

In-progress value (money) against the target.

Money

InProgressMoney

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

In-progress (Money)

inprogressmoney_base

In-progress value (money) in base currency against the goal.

Money

InProgressMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

In-progress (Money) (Base)

inprogressstring

In-progress value of the goal.

String

InProgressString

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

False

In-Progress

isamount

Indicates whether the metric type is Count or Amount.

Boolean

IsAmount

False

True

ApplicationRequired

True

True

False

False

False

False

True

True

False

False

True

False

True

Metric Type

isfiscalperiodgoal

Indicates whether the goal period is a fiscal period or a custom period.

Boolean

IsFiscalPeriodGoal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Goal Period Type

isoverridden

Indicates whether the system rollup fields are updated. If set to Yes, system rollup will not update the values of the rollup fields.

Boolean

IsOverridden

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Overridden

isoverride

Indicates whether the values of system rollup fields can be updated.

Boolean

IsOverride

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

False

Override

lastrolledupdate

Date and time when the data for this goal was last rolled up.

DateTime

LastRolledupDate

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Last Rolled Up Date

metricid

Unique identifier of the metric associated with the goal.

Lookup

MetricId

False

True

ApplicationRequired

True

True

True

False

False

False

True

True

False

False

True

False

True

Goal Metric

modifiedby

Unique identifier of the user who modified the record.

Lookup

ModifiedBy

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified By

modifiedon

Date and time when the record was modified.

DateTime

ModifiedOn

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified On

modifiedonbehalfby

Unique identifier of the delegate user who modified the record.

Lookup

ModifiedOnBehalfBy

False

True

None

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified By (Delegate)

overriddencreatedon

Date and time that the record was migrated.

DateTime

OverriddenCreatedOn

False

True

None

True

True

False

False

False

False

True

True

False

False

True

False

True

Record Created On

ownerid

Unique identifier of the manager of the goal.

Owner

OwnerId

False

True

SystemRequired

True

True

False

False

False

False

True

True

False

False

True

False

True

Manager

owningbusinessunit

Unique identifier for the business unit that owns the record.

Lookup

OwningBusinessUnit

False

True

None

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning Business Unit

owningteam

Unique identifier of the team who owns the goal.

Lookup

OwningTeam

False

True

None

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning Team

owninguser

Unique identifier for the user who owns the record.

Lookup

OwningUser

False

True

None

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning User

parentgoalid

Unique identifier of the parent goal to which the goal is connected.

Lookup

ParentGoalId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Parent Goal

percentage

Percentage achieved against the target goal.

Decimal

Percentage

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Percentage Achieved

rolluperrorcode

Error code associated with rollup.

Integer

RollupErrorCode

False

True

None

False

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Error Code

rolluponlyfromchildgoals

Indicates whether the data should be rolled up only from the child goals.

Boolean

RollupOnlyFromChildGoals

False

True

SystemRequired

True

True

True

False

False

False

True

True

False

False

True

False

True

Roll Up Only from Child Goals

rollupqueryactualdecimalid

Unique identifier of the rollup query for the actual (decimal) rollup field.

Lookup

RollUpQueryActualDecimalId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Actual(Decimal)

rollupqueryactualintegerid

Unique identifier of the rollup query for the actual (integer) rollup field.

Lookup

RollupQueryActualIntegerId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Actual(Integer)

rollupqueryactualmoneyid

Unique identifier of the rollup query for the actual (money) rollup field.

Lookup

RollUpQueryActualMoneyId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Actual(Money)

rollupquerycustomdecimalid

Unique identifier of the rollup query for the custom rollup field (decimal).

Lookup

RollUpQueryCustomDecimalId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Custom Rollup Field (Decimal)

rollupquerycustomintegerid

Unique identifier of the rollup query for the custom rollup field (integer).

Lookup

RollUpQueryCustomIntegerId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Custom Rollup Field (Integer)

rollupquerycustommoneyid

Unique identifier of the rollup query for the custom rollup field (money).

Lookup

RollUpQueryCustomMoneyId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - Custom Rollup Field (Money)

rollupqueryinprogressdecimalid

Unique identifier of the rollup query for the in-progress (decimal) rollup field.

Lookup

RollUpQueryInprogressDecimalId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - In-progress(Decimal)

rollupqueryinprogressintegerid

Unique identifier of the rollup query for the in-progress (integer) rollup field.

Lookup

RollUpQueryInprogressIntegerId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - In-progress(Integer)

rollupqueryinprogressmoneyid

Unique identifier of the rollup query for the in-progress (money) rollup field.

Lookup

RollUpQueryInprogressMoneyId

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Rollup Query - In-progress(Money)

statecode

Status of the goal.

State

StateCode

False

True

SystemRequired

False

True

False

False

False

False

True

True

False

False

True

False

True

Status

statuscode

Reason for the status of the goal.

Status

StatusCode

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Status Reason

stretchtargetdecimal

Stretch target (decimal) of the goal.

Decimal

StretchTargetDecimal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Stretch Target (Decimal)

stretchtargetinteger

Stretch target (integer) of the goal.

Integer

StretchTargetInteger

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Stretch Target (Integer)

stretchtargetmoney

Stretch target (money) of the goal.

Money

StretchTargetMoney

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Stretch Target (Money)

stretchtargetmoney_base

Value of the stretch target (money) in base currency.

Money

StretchTargetMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Stretch Target (Money) (Base)

stretchtargetstring

Stretch target value for all data types.

String

StretchTargetString

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

False

Stretched Target

targetdecimal

Goal target of the decimal type.

Decimal

TargetDecimal

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Target (Decimal)

targetinteger

Goal target of the integer type.

Integer

TargetInteger

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Target (Integer)

targetmoney

Goal target of the money type.

Money

TargetMoney

False

True

None

True

True

True

False

False

False

True

True

False

False

True

False

True

Target (Money)

targetmoney_base

Goal target of the money type in base currency.

Money

TargetMoney_Base

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Target (Money) (Base)

targetstring

Target value of the goal.

String

TargetString

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

False

Target

timezoneruleversionnumber

For internal use only.

Integer

TimeZoneRuleVersionNumber

False

True

None

True

True

True

False

False

False

False

True

False

False

False

False

False

Time Zone Rule Version Number

title

Title of the goal.

String

Title

False

True

ApplicationRequired

True

True

True

False

False

False

True

True

False

True

True

False

True

Name

transactioncurrencyid

Unique identifier of the currency associated with the entity.

Lookup

TransactionCurrencyId

False

True

None

False

True

False

False

False

False

True

True

False

False

True

False

True

Currency

treeid

Unique identifier of the goal tree.

Uniqueidentifier

TreeId

False

False

None

False

True

False

False

False

False

False

True

False

False

False

False

False

Tree ID

utcconversiontimezonecode

Time zone code that was in use when the record was created.

Integer

UTCConversionTimeZoneCode

False

True

None

True

True

True

False

False

False

False

True

False

False

False

False

False

UTC Conversion Time Zone Code

versionnumber

Version number of the goal.

BigInt

VersionNumber

False

False

None

False

True

False

False

False

False

False

True

False

False

False

False

False

Version Number

One-to-Many Relationships

The following table shows the entities that are the referencing entity in a one-to-many relationship with the goal entity.

Relationship schema name Referencing Entity

Goal_Annotation

annotation

Goal_AsyncOperations

asyncoperation

goal_connections1

connection

goal_connections2

connection

goal_parent_goal

goal

Goal_RollupError_Goal

goal

goal_principalobjectattributeaccess

principalobjectattributeaccess

Goal_ProcessSessions

processsession

userentityinstancedata_goal

userentityinstancedata

Many-to-Many Relationships

There are no many-to-many relationships for the goal entity.

Many-to-One Relationships

The following table shows the entities that are the referenced entity in a many-to-one relationship with the goal entity.

Relationship schema name Referenced entity

business_unit_goal

businessunit

goal_parent_goal

goal

Goal_RollupError_Goal

goal

goalrollupquery_actualint

goalrollupquery

goal_rollupquery_actualmoney

goalrollupquery

goal_rollupquery_actualdecimal

goalrollupquery

goal_rollupquery_customint

goalrollupquery

goal_rollupquery_custommoney

goalrollupquery

goal_rollupquery_customdecimal

goalrollupquery

goal_rollupquery_inprogressint

goalrollupquery

goal_rollupquery_inprogressmoney

goalrollupquery

goal_rollupquery_inprogressdecimal

goalrollupquery

metric_goal

metric

owner_goal

owner

lk_goal_createdby

systemuser

lk_goal_createdonbehalfby

systemuser

lk_goal_modifiedby

systemuser

lk_goal_modifiedonbehalfby

systemuser

user_goal

systemuser

user_goal_goalowner

systemuser

team_goal

team

team_goal_goalowner

team

TransactionCurrency_Goal

transactioncurrency

See Also

Reference

EntityMetadata
AttributeMetadata
OneToManyRelationshipMetadata
ManyToManyRelationshipMetadata

Concepts

Goal Entity Messages and Methods
Goal Entity Privileges

Other Resources

Goal Management Entities

Microsoft Dynamics CRM 2011
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