Outcome

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A possible result for a process step, e.g. :

  • a step to review a fact find may have outcomes of “acceptable” and “unacceptable”.
  • a step to confirm the scope of services for a client may have outcomes of “risk only” and “risk and investments”.

A set of outcomes may be specified for a process step. When the process step is instantiated as a task, the picklist for the task’s Outcome field is limited to that set.

Outcome is a junction object between Category, which contains the text value of the outcome, and Process Step.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the outcome.

Outcome Name

Name

Auto Number

Unique number automatically assigned to the outcome.

 

Custom Field Label & API Name

Type

Description

Code

cloupra__Code__c

Text (255) (External ID) (Unique Case Insensitive)

Unique external id used for data migration.

Order

cloupra__Order__c

Number (2,1)

 

Defines the ordinal position in which the outcome appears in the list of outcomes.

Process Step

cloupra__Process_Step__c

Lookup (Process Step)

The process step to which the outcome relates.

Step Outcome

cloupra__Step_Outcome__c

Lookup (Category)

The range of possible outcomes, e.g. pass, fail, acceptable, proceeding, etc.

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