| AppLocation1__c |
App Location 1 |
Summer 2023 |
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. By default, App Location 1 and 2 are visible.
|
Url |
|
| AppLocation2__c |
App Location 2 |
Summer 2023 |
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. By default, App Location 1 and 2 are visible.
|
Url |
|
| AppLocation3__c |
App Location 3 |
Summer 2023 |
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. By default, App Location 1 and 2 are visible.
|
Url |
|
| AppLocation4__c |
App Location 4 |
Summer 2023 |
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. By default, App Location 1 and 2 are visible.
|
Url |
|
| AppLocation5__c |
App Location 5 |
Summer 2023 |
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. By default, App Location 1 and 2 are visible.
|
Url |
|
| Assignee__c |
Assignee |
Summer 2023 |
The assigned user for this playbook task.
Looks up to: User
|
Lookup |
|
| Company__c |
Company |
Summer 2023 |
The company for the accounting playbook. This field is autopopulated from the Company field in the related accounting playbook.
Formula:
Playbook__r.Company__r.Name
|
Text |
|
| Description__c |
Description |
Summer 2023 |
The description for the accounting playbook task.
|
TextArea |
|
| DueDate__c |
Due Date |
Summer 2023 |
The due date for the accounting playbook task to be completed. This date must not be later than the related accounting playbook due date.
|
Date |
|
| Note1__c |
Note 1 |
Summer 2023 |
Displays the notes related to the accounting playbook task. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| Note2__c |
Note 2 |
Summer 2023 |
Displays the notes related to the accounting playbook task. 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 task. 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 task. 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 task. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.
|
LongTextArea(131072) |
|
| Overdue__c |
Overdue |
Summer 2023 |
Displays a flag icon when the accounting playbook task due date is earlier than the current date.
Formula:
IF(AND(DueDate__c < TODAY(), NOT(ISPICKVAL(Status__c, "Done"))), IMAGE('/resource/c2g__playbooks/images/priority.png', 'zero'), NULL)
|
Text |
|
| PeriodEndDate__c |
Period End Date |
Summer 2023 |
The period end date of the company selected for the accounting playbook. This field is auto-populated from the Period End Date field on the related accounting playbook.
Formula:
Playbook__r.PeriodEndDate__c
|
Date |
|
| Period__c |
Period |
Summer 2023 |
The period for the company selected on the related accounting playbook. This field is auto-populated from the Period field in the related accounting playbook.
Formula:
Playbook__r.Period__r.Name
|
Text |
|
| PlaybookOwner__c |
Playbook Owner |
Summer 2023 |
The owner of the related accounting playbook. This field is auto-populated from the Playbook Owner field in the related accounting playbook.
Formula:
Playbook__r.PlaybookOwner__r.FirstName + ' ' + Playbook__r.PlaybookOwner__r.LastName
|
Text |
|
| Playbook__c |
Accounting Playbook |
Summer 2023 |
Accounting playbook related to the accounting playbook task.
Looks up to: Playbook__c
|
MasterDetail |
|
| ReportLocation10__c |
Report Location 10 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation1__c |
Report Location 1 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation2__c |
Report Location 2 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation3__c |
Report Location 3 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation4__c |
Report Location 4 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation5__c |
Report Location 5 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation6__c |
Report Location 6 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation7__c |
Report Location 7 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation8__c |
Report Location 8 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| ReportLocation9__c |
Report Location 9 |
Summer 2023 |
The link in this field opens any report used to perform the task. For example, report on outstanding value of sales invoices, an exported spreadsheet and more. You can display Report Location 1 to 10 fields. By default, Report Location 1 and 2 fields are displayed.
|
Url |
|
| Status__c |
Status |
Summer 2023 |
Displays the status of the accounting playbook task.
|
Picklist:
Approved
Blocked
Done
In Progress
Not Started |
|
