| AppLocation1__c |
App Location 1 |
Summer 2023 |
The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.
|
Url |
|
| AppLocation2__c |
App Location 2 |
Summer 2023 |
The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.
|
Url |
|
| AppLocation3__c |
App Location 3 |
Summer 2023 |
The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.
|
Url |
|
| AppLocation4__c |
App Location 4 |
Summer 2023 |
The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.
|
Url |
|
| AppLocation5__c |
App Location 5 |
Summer 2023 |
The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.
|
Url |
|
| Assignee__c |
Assignee |
Summer 2023 |
The assigned user for the accounting playbook task template.
Looks up to: User
|
Lookup |
|
| CalculateDueDate__c |
Calculate Due Date |
Summer 2023 |
The number of days to calculate the due date of the accounting playbook tasks generated from the accounting playbook task template.
|
Number(4,0) |
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| Description__c |
Description |
Summer 2023 |
The description for the accounting playbook task template.
|
TextArea |
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| ExcludePublicHolidays__c |
Exclude Public Holidays |
Winter 2024 |
If selected, the public holidays defined for the org are excluded when counting the number of days to calculate the due date of the task generated from the playbook task template.
Formula:
PlaybookTemplate__r.ExcludePublicHolidays__c
|
Checkbox |
|
| ExcludeWeekends__c |
Exclude Weekends |
Winter 2024 |
If selected, the weekends are excluded when counting the number of days to calculate the due date of the task generated from the playbook task template.
Formula:
PlaybookTemplate__r.ExcludeWeekends__c
|
Checkbox |
|
| Note1__c |
Note 1 |
Summer 2023 |
Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
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| Note2__c |
Note 2 |
Summer 2023 |
Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| Note3__c |
Note 3 |
Summer 2023 |
Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| Note4__c |
Note 4 |
Summer 2023 |
Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| Note5__c |
Note 5 |
Summer 2023 |
Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| PlaybookTemplate__c |
Accounting Playbook Template |
Summer 2023 |
Accounting playbook template related to the accounting playbook task template.
Looks up to: PlaybookTemplate__c
|
MasterDetail |
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| ReportLocation10__c |
Report Location 10 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation1__c |
Report Location 1 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation2__c |
Report Location 2 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation3__c |
Report Location 3 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation4__c |
Report Location 4 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation5__c |
Report Location 5 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation6__c |
Report Location 6 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation7__c |
Report Location 7 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation8__c |
Report Location 8 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
| ReportLocation9__c |
Report Location 9 |
Summer 2023 |
The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.
|
Url |
|
