Relationship - SPA

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" )       )    ) )