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", (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") , |
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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