Relationship

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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)),
CASE(cloupra__From_Organisation__r.

cloupra__Orgn_Type__c,
'Client', 'client',
'Client Entity', 'cliententity',
'Provider', 'provider',
'Practice', 'division',
'Employer', 'employer',
                'Prospect', 'prospect',
'client'
),
IF(NOT(ISBLANK(cloupra__From_Service__c)), 
IF( NOT(ISBLANK(cloupra__From_Service__r.

cloupra__Service_Type__c))

&& NOT

(ISBLANK

(cloupra__From_Service__r.

cloupra__Service_Type__r.cloupra__Context__c)),
cloupra__From_Service__r.

cloupra__Service_Type__r.cloupra__Context__c,
'adviceservice'
),
IF(NOT(ISBLANK(cloupra__From_Person__c)),
'person', 
IF(NOT(ISBLANK

(cloupra__From_Team_Member__c)),
'teammember',
'BADCONTEXT'
)
)
)
)

From Id cloupra__From_Id__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__From_Organisation__c)),
   cloupra__From_Organisation__r.Id,
   IF(NOT(ISBLANK

(cloupra__From_Person__c)),
      cloupra__From_Person__r.Id,
      IF(NOT(ISBLANK

(cloupra__From_Team_Member__c)),
         cloupra__From_Team_Member__r.Id,
IF(NOT(ISBLANK(cloupra__From_Service__c)),
cloupra__From_Service__r.Id,
"ERROR"
)
      )
   )
)

From Name cloupra__From_Name__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__From_Organisation__c)),
cloupra__From_Organisation__r.Name,
IF(NOT(ISBLANK

(cloupra__From_Person__c)),
cloupra__From_Person__r.

cloupra__Preferred_Full_Name__c,
IF(NOT(ISBLANK

(cloupra__From_Team_Member__c)),
cloupra__From_Team_Member__r.

FirstName & " " & cloupra__From_Team_Member__r.

LastName,
IF(NOT(ISBLANK

(cloupra__From_Service__c)),
cloupra__From_Service__r.Name,
"ERROR"
)

)
)
)

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(
'/apex/practifi?tab=basics&action=view&id1='&

cloupra__From_Id__c &

'&context=' &

IF(NOT(ISBLANK

(cloupra__From_Organisation__c)),
CASE(cloupra__From_Organisation__r.

cloupra__Orgn_Type__c,
'Client', 'client',
'Client Entity', 'client',
'Provider', 'provider',
'Practice', 'division',
'Employer', 'employer',
                        'Prospect', 'prospect',
'client'
),
IF(NOT(ISBLANK(cloupra__From_Service__c)), 
IF( NOT(ISBLANK(cloupra__From_Service__r.

cloupra__Service_Type__c))

&& NOT

(ISBLANK

(cloupra__From_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c)),
cloupra__From_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c,
'adviceservice'
),
IF(NOT(ISBLANK

(cloupra__From_Person__c)),
'person', 
IF(NOT(ISBLANK

(cloupra__From_Team_Member__c)),
'teammember',
'BADCONTEXT'
)
)
)
),
cloupra__From_Name__c,
'self'
 )

From View URL cloupra__From_View_URL__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__From_Organisation__c)),
   CASE(TEXT

(cloupra__From_Organisation__r.

cloupra__Orgn_Type__c),
      "Client" ,

HYPERLINK("/apex/cloupra__ClientView?id="

& cloupra__From_Organisation__r.Id,

cloupra__From_Organisation__r.

Name, "_self"),
  "Client Entity" ,

HYPERLINK("/apex/cloupra__ClientView?id="

& cloupra__From_Organisation__r.Id,

cloupra__From_Organisation__r.

Name, "_self"),
      "Provider" ,

HYPERLINK("/apex/cloupra__ProviderView?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")
    ),
   IF(NOT(ISBLANK

(cloupra__From_Person__c)),
 HYPERLINK("/apex/cloupra__PersonView?id="

& cloupra__From_Person__r.Id,

cloupra__From_Person__r.FirstName

& " " &

cloupra__From_Person__r.LastName, "_self"),
 IF(NOT(ISBLANK

(cloupra__From_Team_Member__c)),
  HYPERLINK

("/apex/cloupra__TeamMemberView?id="

& cloupra__From_Team_Member__r.Id,

cloupra__From_Team_Member__r.

FirstName & " "

& cloupra__From_Team_Member__r.

LastName, "_self"),
IF(NOT(ISBLANK

(cloupra__From_Service__c)),
HYPERLINK("/apex/cloupra__ServiceView?id="

& cloupra__From_Service__r.Id,

cloupra__From_Service__r.Name, "_self"),
         "ERROR"
)
      )
   )
)

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
(
NOT(ISBLANK(cloupra__Relationship_Type__c))
,IF(cloupra__End_Date__c <= TODAY(),

" was "," is ") &
IF
(
TEXT(cloupra__Relationship_Type__r.

cloupra__Article__c) =

"a/an"
,IF
(
BEGINS(UPPER

(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")
," an " & " "

& 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)
," a " & " " &

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)
),
TEXT(cloupra__Relationship_Type__r.

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)),
CASE(cloupra__To_Organisation__r.

cloupra__Orgn_Type__c,
'Client', 'client',
'Client Entity', 'cliententity',
'Provider', 'provider',
'Practice', 'division',
'Employer', 'employer',
                'Prospect', 'prospect',
'client'
),
IF(NOT(ISBLANK(cloupra__To_Service__c)), 
IF( NOT(ISBLANK(cloupra__To_Service__r.

cloupra__Service_Type__c))

&& NOT(ISBLANK

(cloupra__To_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c)),
cloupra__To_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c,
'adviceservice'
),
IF(NOT(ISBLANK(cloupra__To_Person__c)),
'person', 
IF(NOT(ISBLANK

(cloupra__To_Team_Member__c)),
'teammember',
'BADCONTEXT'
)
)
)
)

To Id cloupra__To_Id__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__To_Organisation__c)),
   cloupra__To_Organisation__r.Id,
   IF(NOT(ISBLANK

(cloupra__To_Person__c)),
      cloupra__To_Person__r.Id,
      IF(NOT(ISBLANK

(cloupra__To_Team_Member__c)),
         cloupra__To_Team_Member__r.Id,
IF(NOT(ISBLANK

(cloupra__To_Service__c)),
cloupra__To_Service__r.Id,
"ERROR"
)
      )
   )
)

To Name cloupra__To_Name__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__To_Organisation__c)),
cloupra__To_Organisation__r.Name,
IF(NOT(ISBLANK

(cloupra__To_Person__c)),
cloupra__To_Person__r.

cloupra__Preferred_Full_Name__c,
IF(NOT(ISBLANK

(cloupra__To_Team_Member__c)),
cloupra__To_Team_Member__r.FirstName

& " " & cloupra__To_Team_Member__r.

LastName,
IF(NOT(ISBLANK(cloupra__To_Service__c)),
cloupra__To_Service__r.Name,
"ERROR"
)
)
)
)

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(
'/apex/practifi?tab=basics&action=view&id1=

'& cloupra__To_Id__c &

'&context=' &

IF(NOT(ISBLANK

(cloupra__To_Organisation__c)),
CASE(cloupra__To_Organisation__r.

cloupra__Orgn_Type__c,
'Client', 'client',
'Client Entity', 'client',
'Provider', 'provider',
'Practice', 'division',
'Employer', 'employer',
                        'Prospect', 'prospect',
'client'
),
IF(NOT(ISBLANK(cloupra__To_Service__c)), 
IF( NOT(ISBLANK(cloupra__To_Service__r.

cloupra__Service_Type__c)) && NOT

(ISBLANK(cloupra__To_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c)),
cloupra__To_Service__r.

cloupra__Service_Type__r.

cloupra__Context__c,
'adviceservice'
),
IF(NOT(ISBLANK

(cloupra__To_Person__c)),
'person', 
IF(NOT(ISBLANK

(cloupra__To_Team_Member__c)),
'teammember',
'BADCONTEXT'
)
)
)
),
cloupra__To_Name__c,
'self'
 )

To View URL cloupra__To_View_URL__c Formula (Text)

IF(NOT(ISBLANK

(cloupra__To_Organisation__c)),
   CASE(TEXT(cloupra__To_Organisation__r.

cloupra__Orgn_Type__c),
      "Client" ,

HYPERLINK("/apex/cloupra__ClientView?id="

& cloupra__To_Organisation__r.Id, cloupra__To_Organisation__r.Name, "_self"),
      "Client Entity" ,

HYPERLINK("/apex/cloupra__ClientView?id=" & cloupra__To_Organisation__r.Id,

cloupra__To_Organisation__r.Name, "_self"),
      "Provider" ,

HYPERLINK("/apex/cloupra__ProviderView?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")
    ),
   IF(NOT(ISBLANK(cloupra__To_Person__c)),
  HYPERLINK("/apex/cloupra__PersonView?id="

& cloupra__To_Person__r.Id,

cloupra__To_Person__r.FirstName & " " &

cloupra__To_Person__r.LastName, "_self"),
      IF(NOT(ISBLANK

(cloupra__To_Team_Member__c)),
  HYPERLINK

("/apex/cloupra__TeamMemberView?id="

& cloupra__To_Team_Member__r.Id, cloupra__To_Team_Member__r.

FirstName &

" " & cloupra__To_Team_Member__r.

LastName, "_self"),
IF(NOT(ISBLANK(cloupra__To_Service__c)),
HYPERLINK("/apex/cloupra__ServiceView?id="

& cloupra__To_Service__c,

cloupra__To_Service__r.Name, "_self"),
"ERROR"
)
      )
   )
)

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