1. Practifi Success
  2. System Administrator - SPA
  3. Data Model - Primary Objects

Task (Practifi)

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Vikash Radia

An item of work related to another record, such as a client, service, person, asset or liability, policy or interaction. Tasks can be standalone, or may form part of a process.

Field Label API Name Type Notes
Actual Cost cloupra__Actual_Cost__c Formula (Currency)

IF(NOT(ISBLANK(cloupra__Actual_Effort__c)),
   cloupra__Actual_Effort__c *

cloupra__Cost_Rate__c,
   0
)
Actual Effort cloupra__Actual_Effort__c Formula (Double)

/*Calculates the actual 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.*/

VALUE(LEFT(TEXT

(cloupra__Actual_Effort_Days__c),LEN(TEXT

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

cloupra__Standard_Work_Hours__c
+  VALUE(LEFT(TEXT

(cloupra__Actual_Effort_Hours__c),LEN(TEXT

(cloupra__Actual_Effort_Hours__c))-1))
+  VALUE(LEFT(TEXT

(cloupra__Actual_Effort_Minutes__c),LEN(TEXT

(cloupra__Actual_Effort_Minutes__c))-1)) / 60
Actual Effort (Days) cloupra__Actual_Effort_Days__c Picklist (0d; 1d; 2d; 3d; 4d; 5d; 6d; 7d; 8d; 9d; 10d)  
Actual Effort (Hours) cloupra__Actual_Effort_Hours__c Picklist (0h; 1h; 2h; 3h; 4h; 5h; 6h; 7h; 8h; 9h; 10h; 11h; 12h)  
Actual Effort (Minutes) cloupra__Actual_Effort_Minutes__c Picklist (0m; 15m; 30m; 45m)  
Applied Process cloupra__Applied_Process__c Lookup (Cloupra__Applied_Process__C)  
Batch cloupra__Batch__c Lookup (Cloupra__Batch__C)  
Completed Date cloupra__Completed_Date__c Date  
Completed Datetime cloupra__Completed_Datetime__c Datetime  
Cost Rate cloupra__Cost_Rate__c Currency (4, 2)  
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Days Overdue cloupra__Days_Overdue__c Formula (Double)

Help text: The number of elapsed

days since the due date of the task.
Formula: TODAY() -  cloupra__Due_Date__c
Default Due Date cloupra__Default_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() + 

$Setup.cloupra__PractiFI_Setting__c.

cloupra__Task_Due_Date_Default_Interval__c +
   CASE( MOD( TODAY() + 

$Setup.cloupra__PractiFI_Setting__c.

cloupra__Task_Due_Date_Default_Interval__c

- DATE(1900, 1, 6), 7) ,
      0, 2,
      1, 1,
      0
   )
*/
/*
//Reference
CASE(
  MOD( ***date*** - DATE( 1900, 1, 8 ), 7 ),
  0, "Monday",
  1, "Tuesday",
  2, "Wednesday",
  3, "Thursday",
  4, "Friday",
  5, "Saturday",
  "Sunday"
)
*/
 IF(cloupra__Process_Step__c == null && $Setup.cloupra__PractiFI_Setting__c.

cloupra__Task_Due_Date_Default_Interval__c != null, /*

Task add from UI not based on template*/
TODAY() +  $Setup.cloupra__PractiFI_Setting__c.

cloupra__Task_Due_Date_Default_Interval__c +
   CASE( MOD( (TODAY() +

  $Setup.cloupra__PractiFI_Setting__c.

cloupra__Task_Due_Date_Default_Interval__c)

- DATE(1900, 1, 8), 7) ,
  5, 2,
  6, 1,
  0
   ) , 
    IF(cloupra__Process_Step__c != null && (

cloupra__Process_Step__r.

cloupra__Process__c == null || Text(cloupra__Process_Step__r.cloupra__Process__r.

cloupra__Task_Due_Date_Basis__c) == 'Trigger Date' || ISBLANK(Text(cloupra__Process_Step__r.

cloupra__Process__r.

cloupra__Task_Due_Date_Basis__c))), /*

  task template tasks or

process task with task due date basis

'Trigger Date' or blank */
TODAY() +  cloupra__Process_Step__r.

cloupra__Due_Date_Offset__c +
    CASE( MOD( (TODAY() + 

cloupra__Process_Step__r.

cloupra__Due_Date_Offset__c) - DATE(1900, 1, 8), 7) ,
  5, 2,
  6, 1,
  0
    ), 
IF(cloupra__Process_Step__c != null &&

cloupra__Process_Step__r.cloupra__Process__c !=

null && Text(cloupra__Process_Step__r.

cloupra__Process__r.

cloupra__Task_Due_Date_Basis__c) ==

'Process Due Date' &&

cloupra__Applied_Process__c != null &&

cloupra__Applied_Process__r.

cloupra__Due_Date__c != null,  /*

process task with task due date basis

'Process End Date'  and process end date is not null*/
cloupra__Applied_Process__r.cloupra__Due_Date__c - cloupra__Process_Step__r.

cloupra__Due_Date_Offset__c -
CASE( MOD(

(cloupra__Applied_Process__r.

cloupra__Due_Date__c -  cloupra__Process_Step__r.

cloupra__Due_Date_Offset__c) - DATE(1900, 1, 8), 7) ,
  5, 1,
  6, 2,
  0
),
TODAY() /* if none of above */
   )
   )
)
Deleted IsDeleted Checkbox Required
Description cloupra__Rich_Description__c Textarea (131072)  
Due Date cloupra__Due_Date__c Date  
Due Date Variance cloupra__Due_Date_Variance__c Formula (Double)

Help text: If the task is not yet

completed, this is the number

of days between due date and

today. If completed, this is the

number of days between due

date and completed date.
Formula: /*IF( cloupra__Stage__r.

cloupra__Group_Code__c = 'TSCOMPLETED',
   cloupra__Completed_Date__c -

cloupra__Due_Date__c,
   TODAY() - cloupra__Due_Date__c
)*/

IF( cloupra__Stage__r.

cloupra__Group_Code__c = 'TSCOMPLETED',
    ((5 * ( FLOOR( ( cloupra__Completed_Date__c

- DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( cloupra__Completed_Date__c - DATE( 1900, 1, 8), 7 ) ) ) -
    (5 * ( FLOOR( ( cloupra__Due_Date__c -

DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5,

MOD( cloupra__Due_Date__c -

DATE( 1900, 1, 8), 7 ) ) ) )
, ((5 * ( FLOOR( ( TODAY() -

DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5,

MOD( TODAY() - DATE( 1900, 1, 8), 7 ) ) ) -
    (5 * ( FLOOR(

( cloupra__Due_Date__c -

DATE( 1900, 1, 8) ) / 7 ) ) +

MIN( 5, MOD( cloupra__Due_Date__c - DATE( 1900, 1, 8), 7 ) ) ) ) )
Duration cloupra__Duration__c Formula (Double)

Help text: The elapsed duration

of the task. If the task is not yet

completed, duration is the number

of days between started date and

today. If completed, duration is

the number of days between

started date and completed date.
Formula: IF( cloupra__Stage__r.

cloupra__Group_Code__c =

'TSCOMPLETED',
   cloupra__Completed_Date__c

- cloupra__Started_Date__c + 1,
   TODAY() - cloupra__Started_Date__c + 1
)
Estimated Cost cloupra__Estimated_Cost__c Formula (Currency)

IF(NOT(ISBLANK(

cloupra__Estimated_Effort__c)),
   cloupra__Estimated_Effort__c *

cloupra__Cost_Rate__c,
   0
)
Estimated Effort cloupra__Estimated_Effort__c Formula (Double)

/*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.*/

(IF (NOT(ISBlANK(TEXT(

cloupra__Estimated_Effort_Days__c)

)),(VALUE(LEFT(TEXT(

cloupra__Estimated_Effort_Days__c), LEN(TEXT(cloupra__Estimated_Effort_Days__c))-1)) * $Setup.cloupra__PractiFI_Setting__c.

cloupra__Standard_Work_Hours__c) , 0)) +
(IF (NOT(ISBlANK(TEXT(

cloupra__Estimated_Effort_Hours__c))),

(VALUE(LEFT(TEXT(

cloupra__Estimated_Effort_Hours__c), LEN(TEXT(cloupra__Estimated_Effort_Hours__c)

)-1))) , 0)) +
(IF (NOT(ISBlANK(TEXT(

cloupra__Estimated_Effort_Minutes__c))),

(VALUE(LEFT(TEXT(

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)  
Estimated Effort (Hours) cloupra__Estimated_Effort_Hours__c Picklist (0h; 1h; 2h; 3h; 4h; 5h; 6h; 7h; 8h; 9h; 10h; 11h; 12h)  
Estimated Effort (Minutes) cloupra__Estimated_Effort_Minutes__c Picklist (0m; 15m; 30m; 45m)  
External Id cloupra__External_Id__c Text (100) Unique, External ID
Interaction cloupra__Interaction__c Lookup (Cloupra__Interaction__C)  
Last Activity Date LastActivityDate Date  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Last Referenced Date LastReferencedDate Datetime  
Last Viewed Date LastViewedDate Datetime  
Organisation cloupra__Organisation__c Lookup (Account)

The client or provider organisation

to which this task relates.
Organisation Orgn Type cloupra__Organisation_Orgn_Type__c Formula (Text)

Text(cloupra__Organisation__r.

cloupra__Orgn_Type__c)
Outcome cloupra__Outcome__c Lookup (Cloupra__Category__C)  
Owner Colour cloupra__Owner_Colour__c Formula (Text) TEXT(Owner:User.cloupra__Colour__c )
Owner ID OwnerId Lookup (Group, User) Required
Person cloupra__Person__c Lookup (Contact)  
Policy cloupra__Policy__c Lookup (Cloupra__Policy__C)  
Portfolio Holding cloupra__Portfolio_Holding__c Lookup (Cloupra__Portfolio_Holding__C)  
Primary Division cloupra__Primary_Division__c Lookup (Account) Record Owner's Primary Division
Priority cloupra__Priority__c Lookup (Cloupra__Category__C)  
Priority cloupra__Priority_Picklist__c Picklist (Normal; High; Low)  
Process Step cloupra__Process_Step__c Lookup (Cloupra__Process_Step__C)  
Provider cloupra__Provider__c Lookup (Account)  
Record ID Id Id (18) Required
Recurring cloupra__Recurring__c Checkbox Required
Related Activity Id cloupra__Related_Activity_Id__c Text (18) External ID
Related Client cloupra__Related_Client__c Lookup (Account)  
Related Employer cloupra__Related_Employer__c Lookup (Account)  
Related Person cloupra__Related_Person__c Lookup (Contact)  
Related Provider cloupra__Related_Provider__c Lookup (Account)  
Related Service cloupra__Related_Service__c Lookup (Cloupra__Service__C)  
Related Task cloupra__Related_Task__c Lookup (Cloupra__Task__C)  
Related To cloupra__Related_To__c Picklist (Portfolio Holding; Policy; Applied Process; Service; Entity)  
Service cloupra__Service__c Lookup (Cloupra__Service__C)  
Stage cloupra__Stage_Picklist__c Picklist (Not Started; In Progress)  
Stage cloupra__Stage__c Lookup (Cloupra__Category__C)  
Stage Entry Date cloupra__Stage_Entry_Date__c Date The date on which the task entered its current stage.
Started Date cloupra__Started_Date__c Date  
Started Datetime cloupra__Started_Datetime__c Datetime  
Subject Name Text (80)  
Syndicate cloupra__Syndicate__c Lookup (Cloupra__Syndicate__C)  
System Modstamp SystemModstamp Datetime Required
Task Group cloupra__Task_Group__c Lookup (Cloupra__Category__C)  
Type cloupra__Type__c Lookup (Cloupra__Category__C)  

 

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