A connection between individuals and organisations. Relationship is a junction object between two parents, a from record and a to record. The from and to records can be one of three object types: entity, person or team member.
Field Label | API Name | Type | Notes |
Batch | cloupra__Batch__c | Lookup (Cloupra__Batch__C) | |
Created By ID | CreatedById | Lookup (User) | Required |
Created Date | CreatedDate | Datetime | Required |
Deleted | IsDeleted | Checkbox | Required |
Description | cloupra__Description__c | Textarea (255) | |
End Date | cloupra__End_Date__c | Date | |
External Id | cloupra__External_Id__c | Text (255) | Unique, External ID |
First Contribution Date | cloupra__First_Contribution_Date__c | Date | The date of the first contribution. |
From Context | cloupra__From_Context__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__From_Organisation__c)), cloupra__Orgn_Type__c, cloupra__Service_Type__c)) && NOT (ISBLANK (cloupra__From_Service__r. cloupra__Service_Type__r.cloupra__Context__c)), cloupra__Service_Type__r.cloupra__Context__c, (cloupra__From_Team_Member__c)), |
From Id | cloupra__From_Id__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__From_Organisation__c)), (cloupra__From_Person__c)), (cloupra__From_Team_Member__c)), |
From Name | cloupra__From_Name__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__From_Organisation__c)), (cloupra__From_Person__c)), cloupra__Preferred_Full_Name__c, (cloupra__From_Team_Member__c)), FirstName & " " & cloupra__From_Team_Member__r. LastName, (cloupra__From_Service__c)), |
From Organisation | cloupra__From_Organisation__c | Lookup (Account) | |
From Person | cloupra__From_Person__c | Lookup (Contact) | |
From Service | cloupra__From_Service__c | Lookup (Cloupra__Service__C) | |
From Team Member | cloupra__From_Team_Member__c | Lookup (User) | |
From URL | cloupra__From_URL__c | Formula (Text) |
HYPERLINK( cloupra__From_Id__c & '&context=' & (cloupra__From_Organisation__c)), cloupra__Orgn_Type__c, cloupra__Service_Type__c)) && NOT (ISBLANK (cloupra__From_Service__r. cloupra__Service_Type__r. cloupra__Context__c)), cloupra__Service_Type__r. cloupra__Context__c, (cloupra__From_Person__c)), (cloupra__From_Team_Member__c)), |
From View URL | cloupra__From_View_URL__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__From_Organisation__c)), (cloupra__From_Organisation__r. cloupra__Orgn_Type__c), HYPERLINK("/apex/cloupra__ClientView?id=" & cloupra__From_Organisation__r.Id, cloupra__From_Organisation__r. Name, "_self"), HYPERLINK("/apex/cloupra__ClientView?id=" & cloupra__From_Organisation__r.Id, cloupra__From_Organisation__r. Name, "_self"), HYPERLINK("/apex/cloupra__ProviderView?id=" & cloupra__From_Organisation__r.Id, cloupra__From_Organisation__r. Name, "_self"), & cloupra__From_Organisation__r.Id, cloupra__From_Organisation__r.Name, "_self") (cloupra__From_Person__c)), & cloupra__From_Person__r.Id, cloupra__From_Person__r.FirstName & " " & cloupra__From_Person__r.LastName, "_self"), (cloupra__From_Team_Member__c)), ("/apex/cloupra__TeamMemberView?id=" & cloupra__From_Team_Member__r.Id, cloupra__From_Team_Member__r. FirstName & " " & cloupra__From_Team_Member__r. LastName, "_self"), (cloupra__From_Service__c)), & cloupra__From_Service__r.Id, cloupra__From_Service__r.Name, "_self"), |
Last Contribution Amount | cloupra__Last_contribution_Amount__c | Currency (10, 2) | The amount paid by the last contribution to a member account. |
Last Contribution Date | cloupra__Last_Contribution_Date__c | Date | The date of the last contribution. |
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 |
Phrase | cloupra__Phrase__c | Formula (Text) |
IF " was "," is ") & cloupra__Article__c) = "a/an" (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c ), "A") || BEGINS(UPPER (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c ), "E") || BEGINS(UPPER (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c ), "I") || BEGINS(UPPER (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c ), "O") || BEGINS(UPPER (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c ), "U") & LOWER(cloupra__Relationship_Type__r. cloupra__From_Party_Role__c) & IF(cloupra__Primary_Contact__c == true, " (Primary) " , " ") & TEXT(cloupra__Relationship_Type__r. cloupra__Preposition__c) LOWER(cloupra__Relationship_Type__r. cloupra__From_Party_Role__c) & IF(cloupra__Primary_Contact__c == true, " (Primary) " , " ") & TEXT(cloupra__Relationship_Type__r. cloupra__Preposition__c) cloupra__Article__c) & " " & LOWER (cloupra__Relationship_Type__r. cloupra__From_Party_Role__c) & IF(cloupra__Primary_Contact__c == true, " (Primary) " , " ") & TEXT(cloupra__Relationship_Type__r .cloupra__Preposition__c) |
Primary Contact | cloupra__Primary_Contact__c | Checkbox | Help text: Denotes that this is a primary contact relationship for a client. Attribute: Required |
Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
Record ID | Id | Id (18) | Required |
Relationship Number | Name | Text (80) | Required |
Relationship Type | cloupra__Relationship_Type__c | Lookup (Cloupra__Relationship_Type__C) | |
Role | cloupra__Role__c | Formula (Text) |
cloupra__Relationship_Type__r. cloupra__From_Party_Role__c |
Search Box | cloupra__Search_Box__c | Text (50) | |
Start Date | cloupra__Start_Date__c | Date | |
System Modstamp | SystemModstamp | Datetime | Required |
To Context | cloupra__To_Context__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__To_Organisation__c)), cloupra__Orgn_Type__c, cloupra__Service_Type__c)) && NOT(ISBLANK (cloupra__To_Service__r. cloupra__Service_Type__r. cloupra__Context__c)), cloupra__Service_Type__r. cloupra__Context__c, (cloupra__To_Team_Member__c)), |
To Id | cloupra__To_Id__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__To_Organisation__c)), (cloupra__To_Person__c)), (cloupra__To_Team_Member__c)), (cloupra__To_Service__c)), |
To Name | cloupra__To_Name__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__To_Organisation__c)), (cloupra__To_Person__c)), cloupra__Preferred_Full_Name__c, (cloupra__To_Team_Member__c)), & " " & cloupra__To_Team_Member__r. LastName, |
To Organisation | cloupra__To_Organisation__c | Lookup (Account) | |
To Person | cloupra__To_Person__c | Lookup (Contact) | |
To Service | cloupra__To_Service__c | Lookup (Cloupra__Service__C) | |
To Team Member | cloupra__To_Team_Member__c | Lookup (User) | |
To URL | cloupra__To_URL__c | Formula (Text) |
HYPERLINK( '& cloupra__To_Id__c & '&context=' & (cloupra__To_Organisation__c)), cloupra__Orgn_Type__c, cloupra__Service_Type__c)) && NOT (ISBLANK(cloupra__To_Service__r. cloupra__Service_Type__r. cloupra__Context__c)), cloupra__Service_Type__r. cloupra__Context__c, (cloupra__To_Person__c)), (cloupra__To_Team_Member__c)), |
To View URL | cloupra__To_View_URL__c | Formula (Text) |
IF(NOT(ISBLANK (cloupra__To_Organisation__c)), cloupra__Orgn_Type__c), HYPERLINK("/apex/cloupra__ClientView?id=" & cloupra__To_Organisation__r.Id, cloupra__To_Organisation__r.Name, "_self"), HYPERLINK("/apex/cloupra__ClientView?id=" & cloupra__To_Organisation__r.Id, cloupra__To_Organisation__r.Name, "_self"), HYPERLINK("/apex/cloupra__ProviderView?id=" & cloupra__To_Organisation__r.Id, cloupra__To_Organisation__r.Name, "_self"), & cloupra__To_Organisation__r.Id, cloupra__To_Organisation__r.Name, "_self") & cloupra__To_Person__r.Id, cloupra__To_Person__r.FirstName & " " & cloupra__To_Person__r.LastName, "_self"), (cloupra__To_Team_Member__c)), ("/apex/cloupra__TeamMemberView?id=" & cloupra__To_Team_Member__r.Id, cloupra__To_Team_Member__r. FirstName & " " & cloupra__To_Team_Member__r. LastName, "_self"), & cloupra__To_Service__c, cloupra__To_Service__r.Name, "_self"), |
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