Defines a role a participant can fill on a Lead, in addition to the fixed system roles implied by Lead's own profile/organisation/assignedToOrg/assignedToProfile fields (see Lead.ROLE_* constants and FunnelManager.getLeadRoleDefs, which merges those system roles with the custom ones defined here). Written in a funnel's configuration as a leadRoleDef element, which is also the JSON type name used when the funnel is exchanged as JSON.

Group: Journeys


Properties

PropertyReturnsDescription
accessKeysList<String>Arbitrary access or permission identifiers granted to whoever fills this role. May be null or empty when the role grants no additional access.
allowedGroupNamesList<String>For a KIND_PROFILE role, the portable names of the groups a participant must belong to at least one of in order to fill this role. May be null or empty when there is no group restriction.
allowedOrgTypeNamesList<String>The organisation types eligible to fill this role. For a KIND_PROFILE role this is combined with allowedGroupNames and constrains the participant's own organisation; for a KIND_ORGANISATION role it constrains the participant organisation itself. May be null or empty when there is no type restriction.
multiValuedbooleanWhether a lead can have more than one participant filling this role.
participantKindStringWhether a participant filling this role is a profile or an organisation, one of KIND_PROFILE or KIND_ORGANISATION.
roleKeyStringIdentifier for this role, matched against LeadParticipant.roleKey to find which participants fill it.
systembooleanWhether this role is one of the fixed roles synthesized from Lead's own legacy fields (see Lead.ROLE_* and FunnelManager.getLeadRoleDefs), rather than a role defined by a funnel's configuration.
titleStringDisplay label for this role shown in admin UIs.

Methods

getRoleKey()

Returns: String

Identifier for this role, matched against LeadParticipant.roleKey to find which participants fill it.

getTitle()

Returns: String

Display label for this role shown in admin UIs.

getParticipantKind()

Returns: String

Whether a participant filling this role is a profile or an organisation, one of KIND_PROFILE or KIND_ORGANISATION.

isMultiValued()

Returns: boolean

Whether a lead can have more than one participant filling this role.

isSystem()

Returns: boolean

Whether this role is one of the fixed roles synthesized from Lead's own legacy fields (see Lead.ROLE_* and FunnelManager.getLeadRoleDefs), rather than a role defined by a funnel's configuration.

getAccessKeys()

Returns: List<String>

Arbitrary access or permission identifiers granted to whoever fills this role. May be null or empty when the role grants no additional access.

getAllowedGroupNames()

Returns: List<String>

For a KIND_PROFILE role, the portable names of the groups a participant must belong to at least one of in order to fill this role. May be null or empty when there is no group restriction.

getAllowedOrgTypeNames()

Returns: List<String>

The organisation types eligible to fill this role. For a KIND_PROFILE role this is combined with allowedGroupNames and constrains the participant's own organisation; for a KIND_ORGANISATION role it constrains the participant organisation itself. May be null or empty when there is no type restriction.

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