Process Type (Process)

A predefined business workflow comprising a set of process steps.

Process Type and Process Step combine to provide the definition of a workflow, which is then launched for a client or service as a Process with associated Task records.

Field Label	API Name	Type	Notes
Active	cloupra__Active__c	Checkbox	Help text: If ticked, the process is active and available to be launched. Attribute: Required
Assignment Type	cloupra__Assignment_Type__c	Picklist (Specify Now; Specify by Relationship; Assign to Service/Client Owner)	Specifies how the assignee is determined. Either specify a user or group now to be used in all cases, or specify a relationship.
Background Colour	cloupra__Background_Colour__c	Text (22)
Border	cloupra__Border__c	Text (100)
Code	cloupra__Code__c	Text (100)	Help text: The unique code for the process. Attribute: Required, Unique, External ID
Created By ID	CreatedById	Lookup (User)	Required
Created Date	CreatedDate	Datetime	Required
Default Duration	cloupra__Default_Duration__c	Number (3, 0)
Default Frequency	cloupra__Default_Frequency__c	Picklist (Monthly; Quarterly; Half-Yearly; Annually; Every 2 Years)
Deleted	IsDeleted	Checkbox	Required
Description	cloupra__Description__c	Textarea (255)	A short description of the process, which is displayed to users when selecting processes to launch.
Group	cloupra__Group__c	Text (30)
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 Page	cloupra__Launch_Page__c	Text (40)	The page from which this process is launched.
Locked	cloupra__Locked__c	Checkbox	Required
Order	cloupra__Order__c	Number (4, 2)	Help text: Defines the position in which the process appears in the list of available processes. Attribute: Required, Unique, Case Sensitive
Owner ID	OwnerId	Lookup (Group, User)	Required
Process Name	Name	Text (80)
Record ID	Id	Id (18)	Required
Regulation	cloupra__Regulation__c	Lookup (Cloupra__Category__C)
Related To	cloupra__Related_To__c	Multipicklist (Division; Client; Client Entity; Person; Advice Service; Provider; Employer; Member Account; Subfund)
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)
System Modstamp	SystemModstamp	Datetime	Required
Task Due Date Basis	cloupra__Task_Due_Date_Basis__c	Picklist (Trigger Date; Process Due Date)
Text Colour	cloupra__Text_Colour__c	Text (22)