SECTIONSAccounting Playbook Template Fields
The Accounting Playbook Template object includes the following fields.
* – Mandatory field R – Read-only
| Field |
|
Description |
|---|---|---|
| Auto-Generated | R | If selected, indicates that the playbook 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 generated from the template. |
| Calculate Start Date | * | The number of days to calculate the start date of the accounting playbook generated from the template. |
| Description | The description for the accounting playbook 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 playbook generated from the playbook template. | |
| 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 playbook generated from the playbook template. | |
| Name | * | The name of the accounting playbook template. |
| Playbook Owner | The owner of the accounting playbook template who is responsible ensuring that the tasks are completed by the assignees. | |
| Type |
Specifies the template type. You can select:
|
Buttons
The following buttons appear on an Accounting Playbook Template page.
| Button | Description |
|---|---|
| Clone | Makes a copy of the existing accounting playbook template. |
| Delete | Deletes the accounting playbook template. |
| Edit | Displays the fields to edit for the accounting playbook template. |