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Object: AQB__UserGoal__c

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Object: AQB__UserGoal__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Goal Number

AUTO NUMBER

 

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

 

LastViewedDate

Last Viewed Date

DATETIME

 

LastReferencedDate

Last Referenced Date

DATETIME

 

AQB__Classification__c

Classification

PICKLIST

Used to categorize the goal.

AQB__GoalCount__c

Goal Count

NUMBER(10,0)

If the goal type is defined as "Count" this field will hold numeric value set for the goal.

AQB__GoalCurrencyAmount__c

Goal Currency Amount

CURRENCY(10,2)

If the goal type is defined as "Currency" this field will hold the dollar amount set for the goal.

AQB__Goal__c

Goal

TEXT(100)

Name of the Goal as defined by the user in the "Create Goal" utility.

AQB__Interval__c

Interval

PICKLIST

Defines the interval in which the goal will run. Users will select when creating goal with the "Create Goal" utility.

AQB__LastGoalIntervalDate__c

Last Goal Interval Date

DATE

This field is used for reporting to capture the progress of the goal within the interval set when creating the goal.

AQB__OwnerUnit__c

OwnerUnit

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__ResultCount__c

Result Count

NUMBER(10,0)

Displays cumulative results of the defined goal. For goals with "Count" selected as the "Type".

AQB__ResultCurrencyAmount__c

Result Currency Amount

CURRENCY(10,2)

Displays cumulative results of the defined goal. For goals with "Currency Amount" selected as the "Type".

AQB__ResultDate__c

Result Date

DATE

Holds the date the result total was last updated.

AQB__User__c

User

LOOKUP

The user who the goal was defined for.

USYD_Goal_Weighting__c

Weighting

PERCENT(3,0)

KPI Weighting percentage

USYD_Is_this_you__c

Is this you

FORMULA (NUMBER)(18,0)

Use as a filter on reports based on running user

Usyd_Funds_Raised__c

2021 TAP Funds Raised Scoring

NUMBER(16,2)

Funds Raised

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

Goal Number

Type

AUTO NUMBER

Required

Yes

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

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

AQB__Classification__c

Label

Classification

Type

PICKLIST

Help Text

Picklist values can be added, use to categorize the goal in specific buckets, ie departments, schools etc. Sites can add values as they identify.

Picklist values

School of Business
School of Education
Development Officer

Description

Used to categorize the goal.

Name

AQB__GoalCount__c

Label

Goal Count

Type

NUMBER(10,0)

Help Text

When using "Create Goal" utility, the user will select the "type" the options are "count" or "currency amount". This field will hold the value of the goal if the type is "count".

Description

If the goal type is defined as "Count" this field will hold numeric value set for the goal.

Name

AQB__GoalCurrencyAmount__c

Label

Goal Currency Amount

Type

CURRENCY(10,2)

Help Text

When using "Create Goal" utility, the user will select the "type" the options are "count" or "currency amount". This field will hold the value of the goal if the type is "currency amount".

Description

If the goal type is defined as "Currency" this field will hold the dollar amount set for the goal.

Name

AQB__Goal__c

Label

Goal

Type

TEXT(100)

Help Text

The name selected for the goal will be used when creating addtional reports needed for the goals functionality.

Description

Name of the Goal as defined by the user in the "Create Goal" utility.

Name

AQB__Interval__c

Label

Interval

Type

PICKLIST

Help Text

This field is the controlling picklist for the "Number to Create" field. The user will determine if the goal is Annual, Semiannually, Quarterly, Monthly or Lifetime. Once selected a value will be placed in "Number to Create" field.

Picklist values

Monthly
Quarterly
Semiannually
Annually
Lifetime

Description

Defines the interval in which the goal will run. Users will select when creating goal with the "Create Goal" utility.

Name

AQB__LastGoalIntervalDate__c

Label

Last Goal Interval Date

Type

DATE

Help Text

This field enables measurement of progress within the interval set in the goal. This field will be used to calculate formulas for tracking progress of the goal.

Description

This field is used for reporting to capture the progress of the goal within the interval set when creating the goal.

Name

AQB__OwnerUnit__c

Label

OwnerUnit

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__ResultCount__c

Label

Result Count

Type

NUMBER(10,0)

Help Text

This field will be populated once goal is created using "Create Goal" utility, the source report is written and then mapped to the Snapshot report. If goal record type is "Goal Count" results will be mapped to this field.

Description

Displays cumulative results of the defined goal. For goals with "Count" selected as the "Type".

Name

AQB__ResultCurrencyAmount__c

Label

Result Currency Amount

Type

CURRENCY(10,2)

Help Text

This field will be populated once goal is created using "Create Goal" utility, the source report is written and then mapped to the Snapshot report.If goal record type is "Goal Currency Amount" results will be mapped to this field.

Description

Displays cumulative results of the defined goal. For goals with "Currency Amount" selected as the "Type".

Name

AQB__ResultDate__c

Label

Result Date

Type

DATE

Help Text

This date field is driven from the snapshot reporting schedule frequency that is set up.

Description

Holds the date the result total was last updated.

Name

AQB__User__c

Label

User

Type

LOOKUP

Foreign key

Yes

Help Text

This will identify what user the goal is measuring. "Create Goal" utility will only create goals for active users.

Description

The user who the goal was defined for.

Name

USYD_Goal_Weighting__c

Label

Weighting

Type

PERCENT(3,0)

Help Text

KPI Weighting percentage

Description

KPI Weighting percentage

Name

USYD_Is_this_you__c

Label

Is this you

Type

FORMULA (NUMBER)(18,0)

Description

Use as a filter on reports based on running user

Name

Usyd_Funds_Raised__c

Label

2021 TAP Funds Raised Scoring

Type

NUMBER(16,2)

Description

Funds Raised

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