Accounting Object Model
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Playbooks
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G
Playbook__c
Accounting Playbook
+!!Name!!Name
-!!Company!!Company__c
-!!Description!!Description__c
-!!Due Date!!DueDate__c
#!!Overdue!!Overdue__c
-!!Period!!Period__c
#!!Period End Date!!PeriodEndDate__c
-!!Playbook Owner!!PlaybookOwner__c
-!!Start Date!!StartDate__c
-!!Status!!Status__c
PlaybookSettings__c
Playbook Settings
-!!Bell Notifications!!BellNotifications__c
-!!Chatter Notifications!!ChatterNotifications__c
-!!Email Notifications!!EmailNotifications__c
-!!Enable Task Approval Feature!!EnableTaskApprovalFeature__c
-!!Notify Approvers of Approved Tasks!!NotifyApproversOfApprovedTask__c
-!!Notify Approvers of Done Tasks!!NotifyApproversOfDoneTask__c
-!!Notify Assignee of Approved Tasks!!NotifyAssigneeOfApprovedTask__c
-!!Notify Assignee of Assigned Tasks!!NotifyAssigneeOfAssignedTask__c
-!!Playbook Process Scope Size!!PlaybookProcessScopeSize__c
PlaybookTask__c
Accounting Playbook Task
+!!Name!!Name
-!!Accounting Playbook!!Playbook__c
-!!App Location 1-5!!AppLocation1__c
-!!Assignee!!Assignee__c
#!!Company!!Company__c
-!!Description!!Description__c
-!!Due Date!!DueDate__c
-!!Note 1-5!!Note1__c
#!!Overdue!!Overdue__c
#!!Period!!Period__c
#!!Period End Date!!PeriodEndDate__c
#!!Playbook Owner!!PlaybookOwner__c
-!!Report Location 1-10!!ReportLocation1__c
-!!Status!!Status__c
PlaybookTask__c->Playbook__c
PlaybookTaskApprover__c
Accounting Playbook Task Approver
+!!Name!!Name
-!!Approver!!Approver__c
-!!Task!!Task__c
#!!Task Due Date!!TaskDueDate__c
#!!Task Status!!TaskStatus__c
PlaybookTaskApprover__c->PlaybookTask__c
PlaybookTaskTemplate__c
Accounting Playbook Task Template
+!!Name!!Name
-!!Accounting Playbook Template!!PlaybookTemplate__c
-!!App Location 1-5!!AppLocation1__c
-!!Assignee!!Assignee__c
-!!Calculate Due Date!!CalculateDueDate__c
-!!Description!!Description__c
#!!Exclude Public Holidays!!ExcludePublicHolidays__c
#!!Exclude Weekends!!ExcludeWeekends__c
-!!Note 1-5!!Note1__c
-!!Report Location 1-10!!ReportLocation1__c
PlaybookTemplate__c
Accounting Playbook Template
+!!Name!!Name
-!!Calculate Due Date!!CalculateDueDate__c
-!!Calculate Start Date!!CalculateStartDate__c
-!!Description!!Description__c
-!!Exclude Public Holidays!!ExcludePublicHolidays__c
-!!Exclude Weekends!!ExcludeWeekends__c
-!!Playbook Owner!!PlaybookOwner__c
PlaybookTaskTemplate__c->PlaybookTemplate__c
PlaybookTaskTemplateApprover__c
ACC Playbook Task Template Approver
+!!Name!!Name
-!!Approver!!Approver__c
-!!Task Template!!TaskTemplate__c
PlaybookTaskTemplateApprover__c->PlaybookTaskTemplate__c
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