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Object: AQB__SummariesDefinition__c

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Object: AQB__SummariesDefinition__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

SummariesDefinition 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__ActiveFlag__c

Active?

FORMULA (CHECKBOX)

Indicates the Summaries Definition is still running.

AQB__Calculation_Field__c

Calculation Field

PICKLIST

Holds the field which the calculation will be done against. This field is dependent on the selection made from "Calculation Type" field.

AQB__Calculation_Object__c

Calculation Object

PICKLIST

This is a system field used to set the object and field the calculation is pulling from.

AQB__Calculation_Type__c

Calculation Type

PICKLIST

Used to select the type of calculation the summary will be based on.

AQB__Description__c

Description

TEXT AREA (LONG)(1000)

Holds the description for the summary

AQB__EndDate__c

End Date

DATE

The date the Summaries Definition will stop running.

AQB__Filter__c

Filter

TEXT AREA (LONG)(2000)

This field shows all the filters used when creating the Summaries Definition.

AQB__Last_Run_Date__c

Last Run Date

DATETIME

This field displays the last date and time the Definition ran.

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__ResetDay__c

Reset Day

NUMBER(2,0)

The day of the month all related summaries will be deleted.

AQB__ResetMonth__c

Reset Month

PICKLIST

The month all related summaries will be deleted.

AQB__Schedule_Detail_Day__c

Schedule Detail Day

NUMBER(2,0)

System field that holds the day that was selected when selecting “Schedule Type”.

AQB__Schedule_Detail_Month__c

Schedule Detail Month

PICKLIST

System field that holds the month detail for the “Schedule Type”

AQB__Schedule_Detail__c

Schedule Detail

PICKLIST

Field used after selecting "Schedule Type" will indicate the day, month or time of year the definition will run.

AQB__Schedule_Type__c

Schedule Type

PICKLIST

Used to set a recurring schedule for the Summary Definition to run. If “Manual” is selected an automatic occurrence will not occur.

AQB__StartDate__c

Start Date

DATE

The date the Summaries Definition will start.

AQB__Year__c

Year

NUMBER(4,0)

Descriptive date field to help label the summary definition.

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

AQB__ArchiveGivingClubs__c

Archive Giving Clubs

CHECKBOX

 

Triggers

Name

Label

Name

Label

SummariesDefinitionTrigger

AQB.SummariesDefinitionTrigger

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

SummariesDefinition 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__ActiveFlag__c

Label

Active?

Type

FORMULA (CHECKBOX)

Required

Yes

Help Text

Indicates that the Summaries Definition should still run.

Description

Indicates the Summaries Definition is still running.

Name

AQB__Calculation_Field__c

Label

Calculation Field

Type

PICKLIST

Help Text

Holds the field which the calculation will be done against.

Picklist values

AQB__Amount__c
AQB__CreditedYearOverrideDate__c
AQB__Date__c
AQB__DateofTransfer__c
AQB__DocumentedLegalDate__c
AQB__FinancialSystemDate__c
AQB__PledgeNPVAmount__c
AQB__PledgeNPVPrioQuarterAmount__c
AQB__PledgeStatusAmount__c
AQB__Balance__c
AQB__RollUpRestrictedTotal_c
AQB__RollUpPayments_c
AQB__RollUpPledgeBalanceTotal
AQB__TotalGift__c
AQB__TotalAssetAmount__c
AQB__TaxAmount_c
AQB__SecondaryGiftCreditAmount__c
AQB__UnrestrictedTotal__c
AQB__TotalRecognitionCredit__c
AQB__RestrictedTotal__c
AQB__PledgeBalanceUnconditional__c
AQB__PledgeBalanceTotal__c
AQB__PledgeBalanceConditional__c
AQB__Payments__c
AQB__MatchingGiftPaymentsMade__c
AQB__MatchingGiftPaymentsDue__c
AQB__GiftDate__c

Description

Holds the field which the calculation will be done against. This field is dependent on the selection made from "Calculation Type" field.

Name

AQB__Calculation_Object__c

Label

Calculation Object

Type

PICKLIST

Required

Yes

Help Text

The object to use to create the calculation.

Picklist values

Gift
Transaction
Gift Recognition Credit

Description

This is a system field used to set the object and field the calculation is pulling from.

Name

AQB__Calculation_Type__c

Label

Calculation Type

Type

PICKLIST

Required

Yes

Help Text

Holds the type of calculation.

Picklist values

Count
First
Largest
Last
Sum
Sum - Giving Club

Description

Used to select the type of calculation the summary will be based on.

Name

AQB__Description__c

Label

Description

Type

TEXT AREA (LONG)(1000)

Help Text

Holds the description for the summary

Description

Holds the description for the summary

Name

AQB__EndDate__c

Label

End Date

Type

DATE

Help Text

The date the Summaries Definition should stop to running.

Description

The date the Summaries Definition will stop running.

Name

AQB__Filter__c

Label

Filter

Type

TEXT AREA (LONG)(2000)

Help Text

Holds the descriptive filter view for the field added to the Account object.

Description

This field shows all the filters used when creating the Summaries Definition.

Name

AQB__Last_Run_Date__c

Label

Last Run Date

Type

DATETIME

Help Text

Holds the date of the last run.

Description

This field displays the last date and time the Definition ran.

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__ResetDay__c

Label

Reset Day

Type

NUMBER(2,0)

Help Text

The day of the month to delete all the related summaries.

Description

The day of the month all related summaries will be deleted.

Name

AQB__ResetMonth__c

Label

Reset Month

Type

PICKLIST

Help Text

The month all the related summaries.

Picklist values

January
February
March
April
May
June
July
August
September
October
November
December

Description

The month all related summaries will be deleted.

Name

AQB__Schedule_Detail_Day__c

Label

Schedule Detail Day

Type

NUMBER(2,0)

Description

System field that holds the day that was selected when selecting “Schedule Type”.

Name

AQB__Schedule_Detail_Month__c

Label

Schedule Detail Month

Type

PICKLIST

Picklist values

January
February
March
April
May
June
July
August
September
October
November
December

Description

System field that holds the month detail for the “Schedule Type”

Name

AQB__Schedule_Detail__c

Label

Schedule Detail

Type

PICKLIST

Help Text

Holds the schedule detail for the field added to the Account object.

Picklist values

First of the Month
End of the Month
Select Day
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
First of the Year
End of the Year
July 1st
Select Month and Day

Description

Field used after selecting "Schedule Type" will indicate the day, month or time of year the definition will run.

Name

AQB__Schedule_Type__c

Label

Schedule Type

Type

PICKLIST

Required

Yes

Help Text

Holds the schedule type for the field added to the Account object.

Picklist values

Daily
Monthly
Manual
Weekly
Yearly

Description

Used to set a recurring schedule for the Summary Definition to run. If “Manual” is selected an automatic occurrence will not occur.

Name

AQB__StartDate__c

Label

Start Date

Type

DATE

Help Text

The date the Summaries Definition should start to run.

Description

The date the Summaries Definition will start.

Name

AQB__Year__c

Label

Year

Type

NUMBER(4,0)

Help Text

The summary year.

Description

Descriptive date field to help label the summary definition.

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

AQB__ArchiveGivingClubs__c

Label

Archive Giving Clubs

Type

CHECKBOX

Required

Yes

Default value

false

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