The application of a process type to a client or service.
| Field Label | API Name | Type | Notes |
| Actual Cost | cloupra__Actual_Cost__c | Currency (8, 2) | The total of actual costs incurred on all tasks for this process. |
| Actual Effort | cloupra__Actual_Effort__c | Number (6, 2) | The total of actual effort spent on all tasks for this process. |
| Batch | cloupra__Batch__c | Lookup (Cloupra__Batch__C) | |
| Completed Date | cloupra__Completed_Date__c | Date | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Deleted | IsDeleted | Checkbox | Required |
| Description | cloupra__Description__c | Textarea (255) | An optional short description of the process. |
| Due Date | cloupra__Due_Date__c | Date | The date by which the process and all of its tasks should be complete. |
| Duration | cloupra__Duration__c | Formula (Double) | Help text: The elapsed duration of the process. If the process is not yet completed, duration is the number of days between started date and today. If completed, duration is the number of days between started date and completed date. Formula: IF( cloupra__Stage__r.cloupra__Group_Code__c = 'CPCOMPLE', cloupra__Completed_Date__c - cloupra__Started_Date__c + 1, TODAY() - cloupra__Started_Date__c + 1 ) |
| Entity | cloupra__Entity__c | Lookup (Account) | The entity to whom the process relates. |
| Entity Orgn Type | cloupra__Entity_Orgn_Type__c | Formula (Text) | Text(cloupra__Entity__r.cloupra__Orgn_Type__c) |
| Last Activity Date | LastActivityDate | Date | |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Last Referenced Date | LastReferencedDate | Datetime | |
| Last Viewed Date | LastViewedDate | Datetime | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Person | cloupra__Person__c | Lookup (Contact) | The person for whom this process is being completed. |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Process Name | Name | Text (80) | |
| Process Type | cloupra__Process__c | Lookup (Cloupra__Process__C) | The process type used as the basis for this process. |
| Record ID | Id | Id (18) | Required |
| Related Client | cloupra__Related_Client__c | Lookup (Account) | |
| Related Employer | cloupra__Related_Employer__c | Lookup (Account) | |
| Related Entity | cloupra__Related_Entity__c | Formula (Text) | Help text: Returns the related client id, either through the related service (if there is one), or direct. Used in system logic to reference related records on tasks. Formula: IF(NOT(ISBLANK( cloupra__Service__c )), CASESAFEID(cloupra__Service__r.cloupra__Client__c), CASESAFEID(cloupra__Entity__c) ) |
| Related Entity Name | cloupra__Related_Entity_Name__c | Formula (Text) | Help text: Returns the related client name, either through the related service (if there is one), or direct. Used in system logic to reference related records on tasks. Formula: IF(NOT(ISBLANK( cloupra__Service__c )), (cloupra__Service__r.cloupra__Client__r.Name), (cloupra__Entity__r.Name) ) |
| Related Provider | cloupra__Related_Provider__c | Lookup (Account) | |
| Service | cloupra__Service__c | Lookup (Cloupra__Service__C) | The service for which this process is being completed. |
| Stage | cloupra__Stage__c | Lookup (Cloupra__Category__C) | The current stage or status of the process. |
| StageCode | cloupra__StageCode__c | Formula (Text) | cloupra__Stage__r.cloupra__Code__c |
| Stage Entry Date | cloupra__Stage_Entry_Date__c | Date | The date on which the process entered its current stage. |
| Started Date | cloupra__Started_Date__c | Date | |
| Syndicate | cloupra__Syndicate__c | Lookup (Cloupra__Syndicate__C) | |
| System Modstamp | SystemModstamp | Datetime | Required |
| Temp Client Process | cloupra__Temp_Client_Process__c | Text (18) | |
| Total Completed Tasks | cloupra__Total_Completed_Tasks__c | Number (4, 0) | The number of tasks completed for this process. |
| Total Tasks | cloupra__Total_Tasks__c | Number (4, 0) | The number of tasks in this process. |
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