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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