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)  


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