Process Step/Task Template

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A step within a process type. This object is also used for task templates.

Process steps are instantiated as tasks, launched either within processes or in isolation. Task templates can only be launched in isolation.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the process step.

Owner

Owner

Lookup (User, Queue)

The assignee for the process step.

Process Step Number

Name

Auto Number

Automatically assigned number for the step.

 

Custom Field Label & API Name

Type

Description

Active

cloupra__Active__c

Checkbox

Activates or deactivates the process step.

Assignment Type

cloupra__Assignment_Type__c

Picklist

Specifies how the assignee is determined. Either specify a user or group now to be used in all cases, or specify a relationship.

Code

cloupra__Code__c

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

A unique identifier for the process step for use in business rules and automation.

Copy Fields

cloupra__Copy_Fields__c

Checkbox

If checked, field values from the process step will be copied to tasks instantiated from the process step.

Description

cloupra__Description__c

Rich Text Area (131072)

A detailed description of the process step.

Due Date

cloupra__Due_Date__c

Formula (Date)

The date on which the step is due for completion, calculated using Due Date Interval.

Due Date Interval

cloupra__Due_Date_Offset__c

Number (3,0)

The number of weekdays after the launch date of the process that the process step is due for completion. Used to calculate Due Date.

Estimated Effort

cloupra__Estimated_Effort__c

Formula (Number)

The estimated effort expended on the process step as a decimal value, 
based on the picklist values selected for days, hours and minutes, as well as the standard work hours in a day.

Estimated Effort (Days)

cloupra__Estimated_Effort_Days__c

Picklist

The estimated number of days expended on the process step.

Estimated Effort (Hours)

cloupra__Estimated_Effort_Hours__c

Picklist

The estimated number of hours expended on the process step.

Estimated Effort (Minutes)

cloupra__Estimated_Effort_Minutes__c

Picklist

The estimated number of minutes expended on the process step.

Group Code

cloupra__Group_Code__c

Text (12)

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

Locked

cloupra__Locked__c

Checkbox

Indicates that the process step is locked for internal system use only.

Order

cloupra__Order__c

Number (4,2)

 

Defines the ordinal position in which the process step appears in the process.

Outcome Count

cloupra__Outcome_Count__c

Number (3,0)

The number of outcomes for the process step.

Priority

cloupra__Priority__c

Lookup (Category)

The default priority of the process step.

Process

cloupra__Process__c

Lookup (Process)

The process type to which the step relates.

Relationship Type

cloupra__Relationship_Type__c

Lookup (Process)

Defines the related team member to which the process step should be assigned.

Stage

cloupra__Stage__c

Lookup (Category)

The default stage of the process step, e.g. pending, not started, in progress, etc.

Subject

cloupra__Subject__c

Text (80)

A brief subject line for the process step.

Suppress At Launch

cloupra__Suppress_At_Launch__c

Checkbox

Indicates that the process step is to be suppressed during a manual process launch and launched through automation only.

Task Group

cloupra__Task_Group__c

Lookup (Category)

The task group to which the process step belongs. Used primarily for standalone tasks that use a process step as a template.

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