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Artifact Explanation

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Brendon Colburn edited this page Jun 13, 2018 · 1 revision

The Artifact is an entity that gets created, updated, and deleted based on defined Artifact Rules. The following fields give context in regards to the Artifact:

  • Name - The name of the Artifact, derived from the Artifact Rule Name
  • Artifact Rule - A lookup to the associated Artifact Rule, necessary for underlying functionality.
  • Artifact Type - A customizable option set that contains the artifact types for an organization. Mainly used for reporting needs.
  • Association - The person, place, or thing to which this Artifact is directly associated. This is helpful to the user when multiple artifacts of the same type have been uploaded as it brings context to each item in the list of artifacts.
  • Account - The account associated with the case as a lookup to the Artifact. This enables Artifacts from multiple cases to show on an Account form and through reporting.
  • Contact - The contact associated with the case as a lookup to the Artifact. Same reasoning for Account applies here.
  • Expense - A lookup to a custom entity. Not part of the base solution but shown because it applies to when solution developers cater Artifact Management to their needs.
  • Date Requested - CreatedOn renamed to better reflect business process
  • Review Status - A customizable option set for reflecting the current review status of the Artifact
  • Upload Date - When the file was uploaded to the Artifact
  • Upload State - A customizable option set that is helpful as a link when surfacing Artifacts on Dynamics 365 portals
  • Comments / Instructions - Provides the user with information on what is considered valid for the requested artifact
  • Owner - When triggered by the portal this should be SYSTEM, when a system user makes a change that generates an artifact they are the owner
  • Notes Section - Where the file is attached to the artifact
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