Relationship Type

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A categorisation that defines relationships.

 

Field Label API Name Type Notes
Active cloupra__Active__c Checkbox Required
Allow as Primary cloupra__Allow_as_Primary__c Checkbox Required
Allow From Organisation cloupra__Allow_From_Organisation__c Checkbox Help text: Specifies that this relationship type can be applied from an organisation.
Attribute: Required
Allow From Person cloupra__Allow_From_Person__c Checkbox Help text: Specifies that this relationship type can be applied from an person.
Attribute: Required
Allow From Service cloupra__Allow_From_Service__c Checkbox Help text: Specifies that this relationship type can be applied from a service.
Attribute: Required
Allow From Team Member cloupra__Allow_From_Team_Member__c Checkbox Help text: Specifies that this relationship type can be applied from a team member.
Attribute: Required
Allow To Organisation cloupra__Allow_To_Organisation__c Checkbox Help text: Specifies that this relationship type can be applied to an organisation.
Attribute: Required
Allow To Person cloupra__Allow_To_Person__c Checkbox Help text: Specifies that this relationship type can be applied to a person.
Attribute: Required
Allow To Service cloupra__Allow_To_Service__c Checkbox Help text: Specifies that this relationship type can be applied to a service.
Attribute: Required
Allow To Team Member cloupra__Allow_To_Team_Member__c Checkbox Help text: Specifies that this relationship type can be applied to a team member.
Attribute: Required
Article cloupra__Article__c Picklist (a/an; the)  
Client Role cloupra__Client_Role__c Picklist (Provider; Client Person; Provider Person; Super; Beneficiary; Employer Person; Related Team Member) Denotes an internal client relationship, such as primary or secondary contact, entity, or a dependant.
Code cloupra__Code__c Text (100) Help text: Unique code for Relationship Type
Attribute: Required, Unique, External ID
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Deleted IsDeleted Checkbox Required
From Party Role cloupra__From_Party_Role__c Text (30) Help text: The role played by the from party in this type of relationship.
Attribute: Required
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  
Locked cloupra__Locked__c Checkbox Required
Order cloupra__Order__c Number (2, 1)  
Owner ID OwnerId Lookup (Group, User) Required
Phrase cloupra__Phrase__c Formula (Text)

IF(TEXT(cloupra__Article__c) = "a/an",
   IF(BEGINS(UPPER

(cloupra__From_Party_Role__c ), "A") || BEGINS(UPPER(cloupra__From_Party_Role__c ), "E") || BEGINS(UPPER(cloupra__From_Party_Role__c ), "I") || BEGINS(UPPER(cloupra__From_Party_Role__c ), "O") || BEGINS(UPPER(cloupra__From_Party_Role__c ), "U") ,
      " an " & LOWER(cloupra__From_Party_Role__c)  & " " & TEXT(cloupra__Preposition__c) ,
      " a " & LOWER(cloupra__From_Party_Role__c)  & " " & TEXT(cloupra__Preposition__c)
   ),
   TEXT(cloupra__Article__c) & " " & LOWER(cloupra__From_Party_Role__c)  & " " & TEXT(cloupra__Preposition__c)
)

Preposition cloupra__Preposition__c Picklist (at; for; of; to)  
Record ID Id Id (18) Required
Related Category cloupra__Related_Category__c Lookup (Cloupra__Category__C)  
Relationship Type Number Name Text (80) Required
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.
System Modstamp SystemModstamp Datetime Required
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