Process Step/Task Template


A step within a process type. This object is also used for task templates.

Process steps are instantiated as tasks, launched either within processes or in isolation. Task templates can only be launched in isolation.


Field Label API Name Type Notes
Active cloupra__Active__c Checkbox Required
Assignment Type cloupra__Assignment_Type__c Picklist (Specify Now; Specify by Relationship; Assign to Service/Client Owner; Assign to Process Owner) Specifies how the assignee is determined. Either specify a user or group now to be used in all cases, or specify a relationship.
Code cloupra__Code__c Text (100) Required, Unique, External ID
Conga Parameters cloupra__Conga_Parameters__c Text (255)  
Copy Fields cloupra__Copy_Fields__c Checkbox Help text: If checked, Tasks created from this process step/ task template will default with the content of the  process step / task template when they are created.
Attribute: Required
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Deleted IsDeleted Checkbox Required
Description cloupra__Description__c Textarea (131072)  
Due Date cloupra__Due_Date__c Formula (Date)

/*Adds the due date interval to the day of the process launch and optionally
delays it to Monday if it falls on a weekend.*/
TODAY() +  cloupra__Due_Date_Offset__c +
   CASE( MOD( TODAY() + 

cloupra__Due_Date_Offset__c - DATE(1900, 1, 6), 7) ,
      0, 2,
      1, 1,


MOD(Today() - DATE(1900, 1, 7), 7),
0, (Today()) + cloupra__Due_Date_Offset__c + FLOOR((cloupra__Due_Date_Offset__c-1)/5)*2,
1, (Today()) + cloupra__Due_Date_Offset__c + FLOOR((cloupra__Due_Date_Offset__c)/5)*2,
2, (Today()) + cloupra__Due_Date_Offset__c + FLOOR((cloupra__Due_Date_Offset__c+1)/5)*2,
3, (Today()) + cloupra__Due_Date_Offset__c + FLOOR((cloupra__Due_Date_Offset__c+2)/5)*2,
4, (Today()) + cloupra__Due_Date_Offset__c + FLOOR((cloupra__Due_Date_Offset__c+3)/5)*2,
5, (Today()) + cloupra__Due_Date_Offset__c + CEILING((cloupra__Due_Date_Offset__c)/5)*2,
6, (Today()) - IF(cloupra__Due_Date_Offset__c>0,1,0)

+ cloupra__Due_Date_Offset__c + CEILING((cloupra__Due_Date_Offset__c)/5)*2,

Due Date Interval cloupra__Due_Date_Offset__c Number (3, 0)  
Estimated Effort cloupra__Estimated_Effort__c Formula (Double)

Help text: The estimated effort for the process step, as a decimal.
Formula: /*Calculates the estimated effort for the step as a decimal value,
based on the picklist values selected for days, hours and minutes, as
well as the standard work hours in a day.*/



(cloupra__Estimated_Effort_Days__c), LEN(TEXT

(cloupra__Estimated_Effort_Days__c))-1)) * $Setup.cloupra__PractiFI_Setting__c.

cloupra__Standard_Work_Hours__c) , 0)) +



(cloupra__Estimated_Effort_Hours__c), LEN(TEXT

(cloupra__Estimated_Effort_Hours__c))-1))) , 0))



(cloupra__Estimated_Effort_Minutes__c), LEN(TEXT

(cloupra__Estimated_Effort_Minutes__c))-1))/60) , 0))

Estimated Effort (Days) cloupra__Estimated_Effort_Days__c Picklist (0d; 1d; 2d; 3d; 4d; 5d; 6d; 7d; 8d; 9d; 10d) The estimated effort for the process step, in days.
Estimated Effort (Hours) cloupra__Estimated_Effort_Hours__c Picklist (0h; 1h; 2h; 3h; 4h; 5h; 6h; 7h; 8h; 9h; 10h; 11h; 12h) The estimated effort for the process step, in hours.
Estimated Effort (Minutes) cloupra__Estimated_Effort_Minutes__c Picklist (0m; 15m; 30m; 45m) The estimated effort for the process step, in minutes.
Group Code cloupra__Group_Code__c Text (100)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Last Referenced Date LastReferencedDate Datetime  
Last Viewed Date LastViewedDate Datetime  
Launch Docusign cloupra__Launch_Docusign__c Checkbox Required
Locked cloupra__Locked__c Checkbox Required
Order cloupra__Order__c Number (4, 2) Required
Outcome Count cloupra__Outcome_Count__c Number (3, 0) Number of outcomes for this process step
Owner ID OwnerId Lookup (Group, User) Required
Priority cloupra__Priority__c Lookup (Cloupra__Category__C)  
Process cloupra__Process__c Lookup (Cloupra__Process__C) The process to which the step is assigned.
Process Step Number Name Text (80) Required
Record ID Id Id (18) Required
Relationship Type cloupra__Relationship_Type__c Lookup (Cloupra__Relationship_Type__C) Defines the related team member to which this process step should be assigned.
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.
Stage cloupra__Stage__c Lookup (Cloupra__Category__C)  
Subject cloupra__Task_Subject__c Text (80)  
Suppress At Launch cloupra__Suppress_At_Launch__c Checkbox Required
System Modstamp SystemModstamp Datetime Required
Task Group cloupra__Task_Group__c Lookup (Cloupra__Category__C)  
Team Member cloupra__Team_Member__c Lookup (User) The team member to whom the process step will be assigned as a task.
User cloupra__User__c Lookup (User) TEMPORARY


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