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Object: AQB__ActionPlanTemplate__c

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Object: AQB__ActionPlanTemplate__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Name

TEXT(80)

 

CreatedDate

Created Date

DATETIME

 

CreatedById

Created By ID

LOOKUP

 

LastModifiedDate

Last Modified Date

DATETIME

 

LastModifiedById

Last Modified By ID

LOOKUP

 

SystemModstamp

System Modstamp

DATETIME

 

AQB__DescriptionAQ__c

Description

TEXT AREA(255)

 

AQB__ImportIdAQ__c

ImportId

TEXT(18)

 

AQB__OpportunityStage__c

Opportunity Stage

PICKLIST

Indicates at what Stage this Action Plan should be added to the Opportunity.

AQB__OwnerUnit__c

Owner Unit

PICKLIST

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

AQB__Skip_Day__c

Skip Day

PICKLIST

 

AQB__Skip_Weekends__c

Skip Weekends

CHECKBOX

 

AQB__Task_Record_Type_ID__c

Task Record Type ID

TEXT(255)

 

Triggers

Name

Label

Name

Label

ActionPlanTemplateTrigger

AQB.ActionPlanTemplateTrigger

Fields Details

Name

Id

Label

Record ID

Type

ID

Required

Yes

Name

OwnerId

Label

Owner ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

Name

Label

Name

Type

TEXT(80)

Name

CreatedDate

Label

Created Date

Type

DATETIME

Required

Yes

Name

CreatedById

Label

Created By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

LastModifiedDate

Label

Last Modified Date

Type

DATETIME

Required

Yes

Name

LastModifiedById

Label

Last Modified By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

SystemModstamp

Label

System Modstamp

Type

DATETIME

Required

Yes

Name

AQB__DescriptionAQ__c

Label

Description

Type

TEXT AREA(255)

Name

AQB__ImportIdAQ__c

Label

ImportId

Type

TEXT(18)

Unique

Yes

Name

AQB__OpportunityStage__c

Label

Opportunity Stage

Type

PICKLIST

Help Text

Indicates at what Stage this Action Plan should be added to the Opportunity.

Picklist values

1 - Identification
2 - Research
3 - Strategy
4 - Cultivation
5 - Solicitation
6 - Negotiation

Description

Indicates at what Stage this Action Plan should be added to the Opportunity.

Name

AQB__OwnerUnit__c

Label

Owner Unit

Type

PICKLIST

Help Text

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Picklist values

Advancement Services
Alumni and Supporter Relations
Development
Prospect Development

Description

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Name

AQB__Skip_Day__c

Label

Skip Day

Type

PICKLIST

Picklist values

Friday
Monday

Name

AQB__Skip_Weekends__c

Label

Skip Weekends

Type

CHECKBOX

Required

Yes

Help Text

If selected, tasks included in an Action Plan will not be given a Due Date that falls on a weekend.

Default value

false

Name

AQB__Task_Record_Type_ID__c

Label

Task Record Type ID

Type

TEXT(255)

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