Defines an action to be evaluated and executed as part of a workflow process.

Field Label API Name Type Notes
Action Name Name Text (80)  
Action Type cloupra__Action_Type__c Picklist (Create New Task in the Process; Start a New Process; Set Process Stage for this Process; Create a New Service; Set Service Stage for Related Service; Set Client Stage for Related Client; Create a New Service and a New Process; Save to Related Record; Create a Deal; Create an Event; Post to Noticeboard; Send a Notification; Send an Email; Send to Quik; Create an Asset/Liability; Create a Person; Create a Client Entity; Create a Reference Document; Create an Asset/Liability Role; Create a Relationship; Create a Record; Create Envestnet Proposal; Promote Envestnet Proposal to IGO) Defines what type of action is taken when triggered.
Category cloupra__Category__c Lookup (Cloupra__Category__C) Defines the category value to set when this action is executed.
Code cloupra__Code__c Text (255) Unique, External ID
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Create Process Step cloupra__Create_Process_Step__c Lookup (Cloupra__Process_Step__C) Defines the next process step within a process. This step will be created when the action is executed.
Deleted IsDeleted Checkbox Required
From Outcome cloupra__From_Outcome__c Lookup (Cloupra__Step_Outcome__C) The outcome to which this action relates.
From Process Step cloupra__From_Process_Step__c Lookup (Cloupra__Process_Step__C) The process step to which this action relates.
Group cloupra__Group__c Text (80)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Launch Process cloupra__Launch_Process__c Lookup (Cloupra__Process__C) Specifies that this process should be launched upon execution of this action.
Owner ID OwnerId Lookup (Group, User) Required
Record ID Id Id (18) Required
Roll Over Date on Service cloupra__Rollover_Service_Due_Date__c Picklist (Review; Statement; Renewal)  
Service Type cloupra__Service_Type__c Lookup (Cloupra__Category__C)  
Set End Date cloupra__Set_End_Date__c Checkbox Required
Set Start Date cloupra__Set_Start_Date__c Checkbox Required
System Modstamp SystemModstamp Datetime Required
Unique Action Key cloupra__Unique_Action_Key__c Formula (Text) cloupra__From_Process_Step__c + '|' + cloupra__From_Outcome__c
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