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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