Category

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A categorisation of data, typically used as the source for pick-lists, such as client stage, service type, benefit cover type, task priority or interaction method.

Standard Field Label & API Name

Type

Description

Category Name

Name

Text (80)

Name of the category.

Id

Id

Id

Unique identifier for the category.

 

Custom Field Label & API Name

Type

Description

Action Code

cloupra__Action_Code__c

Text (12)

Identifies and groups categories as required for reporting or business rules.

 

Active

cloupra__Active__c

Checkbox

Activates or deactivates the category.

Allocation Option

cloupra__Allocation_Option__c

Lookup (Category)

Options for displaying allocations on a superannuation member account, either capture or disable.

Allow Child Services

cloupra__Allow_Child_Services__c

Checkbox

Indicates that a service type can have related services.

Background Colour

cloupra__Background_Colour__c

Text (22)

The HTML colour to assign as the field background colour when the category is selected. May be a colour name, hexadecimal colour code or RGBA code.

Border

cloupra__Border__c

Text (22)

The CSS border style for this category. Used for conditional styling of some categories.

Code

cloupra__Code__c

Text (12) (External ID, Unique, Case Insensitive)

A unique identifier for the audit setting for use in business rules and automation.

Context

cloupra__Context__c

Test (255)

Sets the context for a category where applicable.

Deemed Response Period

cloupra__Deemed_Response_Period__c

Number (3,0)

Number of days before a response is deemed to have been received. Used primarily for renewals of services.

Depends On

cloupra__Depends_On__c

Lookup (Category)

A category on which this category depends. For creating dependent category picklists.

Estimated Duration

cloupra__Estimated_Duration__c

Number (3,0)

The estimated number of days that an item should be at this stage in its lifecycle. Used in conjunction with stage history to report on stage duration against estimates.

External Number Label

cloupra__External_Number_Label__c

Text (255)

The display label for the external number of the item defined by this category, primarily used for assets.

Group

cloupra__Group__c

Text (30)

The group to which the category belongs, primarily used for reporting.

Group Code

cloupra__Group_Code__c

Text (12)

A unique identifier for the category’s group for use in business rules and automation.

Icon Name

cloupra__Icon_Name__c

Text (50)

The name of the font icon to be used to represent the category. Used primarily for interaction methods.

Include By Default?

cloupra__Include_By_Default__c

Checkbox

Specifies that this category is included by default i.e. it doesn't need to be explicitly linked to a parent category.

Instalment Billing

cloupra__Instalment_Billing__c

Checkbox

Indicates that a service type is billed through instalments, e.g. trail commissions, investment management fees, etc.

Instalment Option

cloupra__Instalment_Option__c

Lookup (Category)

Indicates the way in which instalments are used for a service, e.g. estimates and actuals, actuals only or not at all.

Insurance?

cloupra__Insurance__c

Checkbox

Indicates this provider type provides insurance service.

Interval Months

cloupra__Interval_Months__c

Number (10,0)

Default interval for delivery of Ongoing Service Package service items.

Locked

cloupra__Locked__c

Checkbox

Indicates that the category is locked for internal system use only.

Notice Period

cloupra__Notice_Period__c

Number (3,0)

The number of days before renewal date that a renewal notice should be sent to the client. Used primarily for renewals of services.

Ongoing Service Package?

cloupra__Ongoing_Service_Package__c

Checkbox

Indicates the Service Type is an Ongoing Service Package.

Order

cloupra__Order__c

Number (2,1)

Defines the ordinal position in which the category appears.

Order String

cloupra__Order_String__c

Text (4)

A text representation of Order, for use in Group By clauses of aggregate SOQL queries.

Override Page

cloupra__Override_Page__c

Text (100)

The page to be rendered for an item in this category. Used primarily to allow for specific pages per service type.

Parent Picklist Value

cloupra__Parent_Picklist_Value__c

Text (50)

Maps picklist entries where there are related objects, used primarily where there are integrations that require different values.

Percentage

cloupra__Percentage__c

Percent (3,2)

The percentage complete that the category represents. Used primarily for client stages.

Related Picklist Value

cloupra__Related_Picklist_Value__c

Text (50)

The corresponding picklist entry, used primarily where items of this category are integrated with Salesforce Activity records.

Related To

cloupra__Related_To__c

Picklist

The usage to which the category relates, such as client stage, service type, interaction method, etc.

Renewal Interval

cloupra__Renewal_Interval__c

Picklist

The interval on which renewals are due, e.g. annually, biennially, etc. Used primarily for renewals of services.

Renewals?

cloupra__Renewals__c

Checkbox

Indicates that items in this category are subject to regular renewal. Used primarily for renewals of services.

Role

cloupra__Role__c

Lookup (Category)

The role played by items in this category. Used primarily to group service types into roles.

Statement Interval

cloupra__Statement_Interval__c

Picklist

The interval on which statements are due, e.g. monthly, annually, etc. Used primarily for statements sent for services.

Statements?

cloupra__Statements__c

Checkbox

Indicates that items in this category are subject to regular statements. Used primarily for statements sent for services.

Superannuation?

cloupra__Superannuation__c

Checkbox

Indicates this provider type provides insurance service.

Sync To Event

cloupra__Sync_To_Event__c

Checkbox

If true, the system will automatically sync interaction records of this type to corresponding Salesforce Event records. Otherwise they will sync to Salesforce Tasks.

Text Colour

cloupra__Text_Colour__c

Text (22)

The HTML colour to assign as the field text colour when the category is selected. May be a colour name, hexadecimal colour code or RGBA colour code.

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