Process (Applied Process)

Follow

The application of a process type to a client or service.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the process.

Owner

Owner

Lookup (User, Queue)

Associates the process with a user or group (queue) of users.

Process Name

Name

Text (80)

The name of the process.

 

Custom Field Label & API Name

Type

Description

Actual Cost

cloupra__Actual_Cost__c

Currency (8,2)

The total of actual costs incurred on all tasks for this process.

Rolled up automatically from related tasks.

Actual Effort

cloupra__Actual_Effort__c

Number (6,2)

The total of actual effort spent on all tasks for this process.

Rolled up automatically from related tasks.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the process.

Completed Date

cloupra__Completed_Date__c

Date

The date on which the process was completed.

 

Description

cloupra__Description__c

Text Area (255)

A brief description of the process.

Due Date

cloupra__Due_Date__c

Date

The date on which the task is due for completion.

Duration

cloupra__Duration__c

Formula (Number)

The elapsed duration of the process. If the process is not yet complete, Duration is the number of days between started date and today. If complete, Duration is the number of days between start date and completed date.

Entity

cloupra__Entity__c

Lookup (Account)

The entity to which the process relates.

Entity Orgn Type

cloupra__Entity_Orgn_Type__c

Formula The Organisation type of the Entity to which the process relates.

Primary Division

cloupra__Primary_Division__c

Lookup (Account)

The record owner’s primary division or business unit.

Process

cloupra__Process__c

Lookup (Process)

The process type used as the template for this process.

Related Employer

cloupra__Related_Employer__c

Lookup (Account) The Related Employer to which the process relates.

Related Entity

cloupra__Related_Entity__c

Formula (Text)

The entity to whom the process relates, either directly or via another record.

Related Entity Name

cloupra__Related_Entity_Name__c

Formula (Text)

The name of the entity to whom the process relates, either directly or via another record.

Related Provider

cloupra__Related_Provider__c

Lookup (Account) The Related Provider to which the process relates.

Service

cloupra__Service__c

Lookup (Service)

The service to which the process directly relates.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the process.

Started Date

cloupra__Started_Date__c

Date

The date on which the process commenced.

Total Completed Tasks

cloupra__Total_Completed_Tasks__c

Number (4,0)

The number of tasks completed for this process.

Rolled up automatically from related tasks.

Total Tasks

cloupra__Total_Tasks__c

Number (4,0)

The number of tasks in this process. Rolled up automatically from related tasks.

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