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Object: AQB__Summary__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Summary Name | TEXT(80) |
|
RecordTypeId | Record Type ID | LOOKUP |
|
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__Account__c | Account | LOOKUP |
|
AQB__Comment__c | Comment | TEXT AREA (LONG)(2000) | Comments for the Summary |
AQB__Contact__c | Contact | LOOKUP | Contact |
AQB__Count__c | Count | NUMBER(18,0) | The count of this Summary. |
AQB__Currency__c | Currency | CURRENCY(10,2) | The amount of this Summary. |
AQB__Date__c | Date | DATE | The date of this Summary. |
AQB__GiftRecognitionCredit__c | Gift Recognition Credit | LOOKUP | Gift Recognition Credit |
AQB__Gift__c | Gift/Pledge | LOOKUP | Lookup to related Gift/Pledge. |
AQB__GivingLevel__c | Giving Level | TEXT(80) | Giving Level Name |
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__Summaries_Definition__c | Summaries Definition | LOOKUP |
|
AQB__Transaction__c | Transaction | LOOKUP | Transaction |
AQB__Year__c | Numeric Year | NUMBER(4,0) | The summary year. |
AQB__EndDate__c | End Date | DATE |
|
AQB__StartDate__c | Start Date | DATE |
|
USYD_Status__c | Status | PICKLIST | Status is used for gift club member status |
USYD_Is_Active__c | Is Active | FORMULA (CHECKBOX) | Checks if this record is Active |
AQB__DisplayYear__c | Year | FORMULA (TEXT)(1300) |
|
AQB__EngagementScoreCategory__c | Engagement Score Category | PICKLIST | Identifies the category group the engagement score will be totaled in to. |
AQB__EngagementScoreOverride__c | Engagement Score Override | CHECKBOX | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
AQB__EngagementScore__c | Engagement Score | NUMBER(4,0) | This field holds the score value associated with an override. |
Validation rules
Name | Label |
|---|---|
USYD_Gift_Club_Status_Validation | USYD_Gift_Club_Status_Validation |
Triggers
Name | Label |
|---|---|
SummaryTrigger | AQB.SummaryTrigger |
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 | Summary Name |
Type | TEXT(80) |
Name | RecordTypeId |
Label | Record Type ID |
Type | LOOKUP |
Foreign key | Yes |
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__Account__c |
Label | Account |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__Comment__c |
Label | Comment |
Type | TEXT AREA (LONG)(2000) |
Help Text | Comments for the Summary |
Description | Comments for the Summary |
Name | AQB__Contact__c |
Label | Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Contact |
Description | Contact |
Name | AQB__Count__c |
Label | Count |
Type | NUMBER(18,0) |
Help Text | The count of this Summary. |
Description | The count of this Summary. |
Name | AQB__Currency__c |
Label | Currency |
Type | CURRENCY(10,2) |
Help Text | The amount of this Summary. |
Description | The amount of this Summary. |
Name | AQB__Date__c |
Label | Date |
Type | DATE |
Help Text | The date of this Summary. |
Description | The date of this Summary. |
Name | AQB__GiftRecognitionCredit__c |
Label | Gift Recognition Credit |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Gift Recognition Credit |
Description | Gift Recognition Credit |
Name | AQB__Gift__c |
Label | Gift/Pledge |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Lookup to related Gift/Pledge. |
Description | Lookup to related Gift/Pledge. |
Name | AQB__GivingLevel__c |
Label | Giving Level |
Type | TEXT(80) |
Help Text | Giving Level Name |
Description | Giving Level Name |
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 |
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__Summaries_Definition__c |
Label | Summaries Definition |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | AQB__Transaction__c |
Label | Transaction |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Transaction |
Description | Transaction |
Name | AQB__Year__c |
Label | Numeric Year |
Type | NUMBER(4,0) |
Help Text | The summary year. |
Description | The summary year. |
Name | AQB__EndDate__c |
Label | End Date |
Type | DATE |
Name | AQB__StartDate__c |
Label | Start Date |
Type | DATE |
Name | USYD_Status__c |
Label | Status |
Type | PICKLIST |
Help Text | Gift club member status |
Picklist values | Eligible |
Description | Status is used for gift club member status |
Name | USYD_Is_Active__c |
Label | Is Active |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Description | Checks if this record is Active |
Name | AQB__DisplayYear__c |
Label | Year |
Type | FORMULA (TEXT)(1300) |
Name | AQB__EngagementScoreCategory__c |
Label | Engagement Score Category |
Type | PICKLIST |
Help Text | If using the override option, the appropriate engagement score category will be stored in this field. |
Picklist values | Communications |
Description | Identifies the category group the engagement score will be totaled in to. |
Name | AQB__EngagementScoreOverride__c |
Label | Engagement Score Override |
Type | CHECKBOX |
Required | Yes |
Help Text | If a manual update is needed for the Engagement Score value that is outside the parameters of the rule defined, the Engagement Score Override can be used. Marking the override checkbox, selecting the corresponding category will allow the user to manually override the "Engagement Score" field. |
Default value | false |
Description | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
Name | AQB__EngagementScore__c |
Label | Engagement Score |
Type | NUMBER(4,0) |
Help Text | When completing an Engagement Score override users will select the category, check the override box, and fill the engagement score field value to the desired score value. All three fields will need to be placed on the desired object. |
Description | This field holds the score value associated with an override. |