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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