Process Type (Process)

Follow

A predefined business workflow comprising a set of process steps.

Process Type and Process Step combine to provide the definition of a workflow, which is then launched for a client or service as a Process with associated Task records.

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 Type Name

Name

Text (80)

Name of the process type.

 

Custom Field Label & API Name

Type

Description

Active

cloupra__Active__c

Checkbox

Activates or deactivates the process type.

Assignment Type

cloupra__Assignment_Type__c

Checkbox

Specifies how the assignee of a new process is determined. Either Specify Now a user or group; Specify by Relationship; or Assign to Client / Service Owner.

Code

cloupra__Code__c

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

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

Default Duration

cloupra__Default_Duration__c

Number(3,0)

Sets the process due date based on the action date that triggered the process (excludes weekends).

Description

cloupra__Description__c

Text Area (255)

A brief description of the process type.

Group

cloupra__Group__c

Text(30)

A unique label to collectively identify a group of process types.

Group Code

cloupra__Group_Code__c

Text(12)

A unique code to collectively identify a group of process types.

Locked

cloupra__Locked__c

Checkbox

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

Order

cloupra__Order__c

Number (4,2)

(Unique)

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

Related To

cloupra__Related_To__c

Picklist (Multi-Select)

Defines the applicability of the process type, e.g. client, service, any service.

Relationship Type

cloupra__Relationship_Type__c

Lookup (Relationship Type)

Specify the Relationship where the Assignment Type is Specify by Relationship, e.g. CSM, Paraplanner, etc.

Stage

cloupra__Stage__c

Lookup (Category)

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

Task Due Date Basis

cloupra__Task_Due_Date_Basis__c

Picklist

Select whether task due dates for this process are calculated counting forwards from a trigger date such as a previous task/ action or counting backwards from the process due date. e.g. Trigger Date or Process Due Date

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