xpna__PlanTemplate__c
Label: Plan Template Lists the available templates for creating a new plan.
| xpna__Category__c |
Template Category |
June 2024 |
The category of the plan template.
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Picklist:
General
Services Forecasting |
false |
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| xpna__DataSourceOutput__c |
Output Data Source |
Spring 2026 |
Stores the output data source used when sending plans to Analytics.
Looks up to: xpna__DataSource__c
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Lookup |
false |
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| xpna__DataSource__c |
Data Source |
June 2024 |
The data source associated with the template. The data source linked to the template cannot be deleted.
Looks up to: xpna__DataSource__c
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Lookup |
true |
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| xpna__DeleteObsoletePlanData__c |
Delete Obsolete Plan Data |
Spring 2026 |
If selected, when you run Update from Analytics, the process overwrites plan data to match the Analytics dataset and deletes obsolete dimensions, measures, and cell values. Adjustments and comments linked to the deleted cells are also removed.
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Checkbox |
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false |
| xpna__Description__c |
Description |
June 2024 |
The description for template.
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TextArea |
false |
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| xpna__RateTable__c |
Rate Table |
June 2025 |
Stores the rate table record linked to a plan template.
Looks up to: xpna__RateTable__c
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Lookup |
false |
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| xpna__TemplateDefinition__c |
Template Definition |
June 2024 |
The definition of the template in the JSON format.
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LongTextArea(131072) |
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