A record of a service at a given stage in its lifecycle. Used for reporting on stage history and duration.
Field Label | API Name | Type | Notes |
Benefit | cloupra__Benefit__c | Lookup (Cloupra__Benefit__C) | |
Client | cloupra__Client__c | Lookup (Account) | |
Created By ID | CreatedById | Lookup (User) | Required |
Created Date | CreatedDate | Datetime | Required |
Deleted | IsDeleted | Checkbox | Required |
Duration | cloupra__Duration__c | Formula (Double) | Help text: The number of days the record was at this stage. Formula: cloupra__Exit_Date__c - cloupra__Entry_Date__c + 1 |
Duration From Service Start | cloupra__Duration_From_Service_Start__c | Formula (Double) | Help text: The number of days elapsed between the start date of the service and the end of this stage. Formula: cloupra__Exit_Date__c - cloupra__Service__r.cloupra__Start_Date__c |
Duration Variance | cloupra__Duration_Variance__c | Formula (Double) | Help text: The difference between the number of days the item was at this stage compared to the estimate. A negative number indicates a duration that's less than the estimate. Formula: cloupra__Duration__c - cloupra__Stage__r.cloupra__Estimated_Duration__c |
Employer | cloupra__Employer__c | Lookup (Account) | |
Entry Date | cloupra__Entry_Date__c | Date | The date on which the record entered into the stage. |
Exit Date | cloupra__Exit_Date__c | Date | The date on which the record moved into the next stage. |
Last Modified By ID | LastModifiedById | Lookup (User) | Required |
Last Modified Date | LastModifiedDate | Datetime | Required |
Owner ID | OwnerId | Lookup (Group, User) | Required |
Policy | cloupra__Policy__c | Lookup (Cloupra__Policy__C) | |
Previous Stage | cloupra__Previous_Stage__c | Lookup (Cloupra__Category__C) | |
Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
Process | cloupra__Process__c | Lookup (Cloupra__Applied_Process__C) | |
Record ID | Id | Id (18) | Required |
Service | cloupra__Service__c | Lookup (Cloupra__Service__C) | The service to which this stage history relates. |
Stage | cloupra__Stage__c | Lookup (Cloupra__Category__C) | The stage for which this history record applies. |
Stage History Number | Name | Text (80) | Required |
System Modstamp | SystemModstamp | Datetime | Required |
Task | cloupra__Task__c | Lookup (Cloupra__Task__C) |
Comments
Article is closed for comments.