A categorisation of data, typically used as the source for pick-lists, such as client stage, service type, benefit cover type, task priority or interaction method.

Field Label API Name Type Notes
Action Code cloupra__Action_Code__c Text (100) Used to identify and group categories as required for reporting, automated business rules or other purposes.
Active cloupra__Active__c Checkbox Required
Allocation Option cloupra__Allocation_Option__c Lookup (Cloupra__Category__C) The allocation option for this category.
Allow As Child Entity cloupra__Allow_As_Child_Entity__c Checkbox Required
Allow Child Services cloupra__Allow_Child_Services__c Checkbox Required
Background Colour cloupra__Background_Colour__c Text (22)  
Border cloupra__Border__c Text (100) The CSS border style for this category. Used for conditional styling of some categories.
Category Name Name Text (80)  
Code cloupra__Code__c Text (100) Help text: The unique code for this category, used in business rules.
Attribute: Required, Unique, External ID
Context cloupra__Context__c Text (255) Specifies the context for the associated category, for example to differentiate between advice and superannuation services.
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Deemed Response Period cloupra__Deemed_Response_Period__c Number (3, 0) Number of days a response is required before outcome is automatically deemed.
Deleted IsDeleted Checkbox Required
Depends On cloupra__Depends_On__c Lookup (Cloupra__Category__C)  
Estimated Duration cloupra__Estimated_Duration__c Number (3, 0) The estimated number of days that an item should be at this stage in its lifecycle. Used in conjunction with stage history to report on stage duration against estimates.
External Number Label cloupra__External_Number_Label__c Text (255)  
Group cloupra__Group__c Text (30)  
Group Code cloupra__Group_Code__c Text (100)  
Icon Name cloupra__Icon_Name__c Text (50)  
Include By Default? cloupra__Include_By_Default__c Checkbox Help text: Specifies that this category is included by default (i.e. it doesn't need to be explicitly linked to a parent category).
Attribute: Required
Instalment Billing cloupra__Instalment_Billing__c Checkbox Help text: Denotes that a service type is billed through instalments (e.g. commission-based or retainer services).
Attribute: Required
Instalment Option cloupra__Instalment_Option__c Lookup (Cloupra__Category__C)  
Insurance? cloupra__Insurance__c Checkbox Help text: Specifies that this provider type provides insurance service.
Attribute: Required
Interval Months cloupra__Interval_Months__c Number (10, 0)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Last Referenced Date LastReferencedDate Datetime  
Last Viewed Date LastViewedDate Datetime  
Locked cloupra__Locked__c Checkbox Required
Notice Period cloupra__Notice_Period__c Number (3, 0) Number of days before renewal date that a renewal notice should be sent to the client.
Ongoing Service Package? cloupra__Ongoing_Service_Package__c Checkbox Required
Order cloupra__Order__c Number (2, 1)  
Order String cloupra__Order_String__c Text (4)  
Override Page cloupra__Override_Page__c Text (100)  
Owner ID OwnerId Lookup (Group, User) Required
Parent Picklist Value cloupra__Parent_Picklist_Value__c Text (50)  
Percentage cloupra__Percentage__c Percent (3, 2)  
Record ID Id Id (18) Required
Related Picklist Value cloupra__Related_Picklist_Value__c Text (50) The corresponding picklist entry for this category, such as TaskSubtype or EventSubtype
Related To cloupra__Related_To__c Picklist (Acceleration Option; Advice Stage; Advice Type; Allocation Option; Allocation Type; Authorisation Status; Benefit Class; Benefit Indexation Rate; Benefit Payment Frequency; Benefit Period; Benefit Stage; Benefit Type; Cashflow Category; Cashflow Type; Claim Indexation Rate; Claim Wait Period; Client Entity Type; Client Segment; Client Source; Client Stage; Contact Preference; Covered Occupation; Employer Segment; Employer Stage; Employer Type; FSG Version; Future Insurability; Goal Frequency; Goal Stage; Goal Type; Holding Stage; Identification Type; Income Protection Type; Industry; Influencer Segment; Influence Type; Instalment Option; Instalment Stage; Instalment Type; Insurance Option; Interaction Call Disposition; Interaction Direction; Interaction Method; Interaction Mood; Interaction Outcome; Interaction Type; Interest Type; Life Buy Back; Life Cover Type; Loan Period Units; Medicare Levy; Member Account Stage; Nomination; Occupation Class; Outcome; Payment Term; Person Health; Person Segment; Person Stage; Policy Stage; Portfolio Holding Category; Portfolio Holding Stage; Portfolio Holding Type; Power Of Attorney Type; Premium Structure; Premium Structure - Benefit; Process Stage; Prospect Stage; Provider Segment; Provider Type; Recommendation Stage; Referenced Document Type; Regulation; Related Category Type; Relationship Health; Relationship Strength; Repayment Type; Risk Profile Type; Risk Scope; Risk Tolerance; Role Type; Scope Area; Scope Status; Service Interval; Service Item; Service Role; Service Stage; Service Type; Subfund; Subfund Stage; Target Type; Task Due Date; Task Group; Task Priority; Task Stage; Task Type; Taxable Benefit; Tax Applicability; Tax Rate; Trauma Buy Back)  
Renewal Interval cloupra__Renewal_Interval__c Picklist (Weekly; Monthly; Annually; Biennially)  
Renewals? cloupra__Renewals__c Checkbox Required
Renewals Per Year cloupra__Renewals_Per_Year__c Number (3, 3) How many times a year does the renewal interval equate to per year? (eg: Monthly = 12; Annually = 1)
Review Interval cloupra__Review_Interval__c Picklist (Monthly; Quarterly; Half Yearly; Annually; Biennially)  
Role cloupra__Role__c Lookup (Cloupra__Category__C) Describes the role played by a service type.
Sharing Scope cloupra__Sharing_Scope__c Picklist (HQ; Practice) Once sharing mode is enabled use this field in salesforce declarative sharing rule to share reference data with HQ or Practice.
Statement Interval cloupra__Statement_Interval__c Picklist (Weekly; Monthly; Annually; Biennially)  
Statements? cloupra__Statements__c Checkbox Required
Superannuation? cloupra__Superannuation__c Checkbox Help text: Specifies that this provider type provides superannuation service.
Attribute: Required
Sync To Event cloupra__Sync_To_Event__c Checkbox Help text: If true, triggers will sync interaction records of this type to Salesforce Event records. Otherwise they will sync to Tasks.
Attribute: Required
System Modstamp SystemModstamp Datetime Required
Text Colour cloupra__Text_Colour__c Text (22)  


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