PlaybookTemplate__c
Label: Accounting Playbook Template Stores all the accounting playbook templates.
Autogenerated__c |
Auto-Generated |
Summer 2024 |
Indicates that the template was generated automatically by the Feature Console.
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Checkbox |
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false |
CalculateDueDate__c |
Calculate Due Date |
Summer 2023 |
Depending on the template type, the number of days counted from the period end date or year end date to calculate the due date for accounting playbooks generated from the template.
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Number(4,0) |
false |
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CalculateStartDate__c |
Calculate Start Date |
Summer 2023 |
Depending on the template type, the number of days counted from the period end date or year end date to calculate the start date for accounting playbooks generated from the template.
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Number(4,0) |
false |
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Description__c |
Description |
Summer 2023 |
The description of the accounting playbook template.
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Text(255) |
false |
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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 start date and the due date of the playbook generated from the playbook template.
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Checkbox |
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false |
ExcludeWeekends__c |
Exclude Weekends |
Winter 2024 |
If selected, the weekends are excluded when counting the number of days to calculate the start date and the due date of the playbook generated from the playbook template.
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Checkbox |
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false |
PlaybookOwner__c |
Playbook Owner |
Summer 2023 |
The owner of the accounting playbook template.
Looks up to: User
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Lookup |
false |
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PlaybookType__c |
Type |
Summer 2024 |
The type of the accounting playbook template. This type is displayed - Period End.
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Picklist: Period End Year End |
true |
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