Accounting Data Dictionary

c2g__PlaybookTaskTemplate__c

Label: Accounting Playbook Task Template

Stores all the task templates related to their specific accounting playbook template.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__Assignee__c Assignee Summer 2023 The assigned user for the accounting playbook task template.

Looks up to: User

Lookup false
c2g__Autogenerated__c Auto-Generated Summer 2024 Indicates that the task template was generated automatically by the Feature Console.

Checkbox false
c2g__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) false
c2g__Description__c Description Summer 2023 The description for the accounting playbook task template.

TextArea false
c2g__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:
c2g__PlaybookTemplate__r.c2g__ExcludePublicHolidays__c
Checkbox
c2g__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:
c2g__PlaybookTemplate__r.c2g__ExcludeWeekends__c
Checkbox
c2g__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) false
c2g__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) false
c2g__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) false
c2g__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) false
c2g__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) false
c2g__PlaybookTemplate__c Accounting Playbook Template Summer 2023 Accounting playbook template related to the accounting playbook task template.

Looks up to: c2g__PlaybookTemplate__c
MasterDetail
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false
c2g__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 false


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