SECTIONSAccounting Playbook Task Template Fields
The Accounting Playbook Task Template object includes the following fields.
Key * – Mandatory field R – Read-only
| Field |
|
Description |
|---|---|---|
| Accounting Playbook Template | * | The accounting playbook template for the task template. |
| App Location 1-5 | The link in this field opens an app or a record from where an action can be performed. For example, link to Automated Eliminations page or Currency Revaluation Criteria page. You can display App Location 1- 5 fields. By default, App Location 1 and 2 fields are visible. | |
| Assignee | The assigned user for the task generated from the accounting playbook task template. | |
| Auto-Generated | R | If selected, indicates that the playbook task was generated from the default year end playbook template.This field is for system use only and is not displayed on any Lightning components or page layouts. |
| Calculate Due Date |
The number of days to calculate the due date of the accounting playbook task generated from the accounting playbook task template. From Winter 2024, this is calculated from the period end date. |
|
| Description | The description for the accounting playbook task template. | |
| Exclude Public Holidays | 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 task generated from the playbook task template. This field cannot be edited. | |
| Exclude Weekends | If selected, the weekends are excluded when counting the number of days to calculate the start date and the due date of the task generated from the playbook task template. This field cannot be edited. | |
| Name | * | The unique name of the accounting playbook task template. |
| Note 1-5 | Displays the notes related to the accounting playbook tasks generated from the task template. You can display Note 1 to 5 fields. By default, Note 1 and 2 fields are displayed. | |
| Report Location 1-10 | The link in this field opens any report used to perform the accounting playbook tasks generated from the task template. 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. | |
| Type |
Specifies the task type. You can select:
|
Buttons
The following buttons appear on an Accounting Playbook Task Template page.
| Button | Description |
|---|---|
| Clone | Makes a copy of the existing accounting playbook task template. |
| Delete | Deletes the accounting playbook task template. |
| Edit | Displays the fields to edit for the accounting playbook task template. |