cgcloud__Fund_Transaction__c

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user viewed this record.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: Unique identification of the record.

cgcloud__Amount__c

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Transaction amount.

cgcloud__Anchor_Customer__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Shows the anchor customer from the Fund object.

  This is a calculated field.

• Formula:
  1CASE( cgcloud__Transaction_Type__c , 'Drawback', cgcloud__Source_Fund__r.cgcloud__Anchor_Account__r.Name,
  2cgcloud__Target_Fund__r.cgcloud__Anchor_Account__r.Name)

cgcloud__Currency__c

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Holds the currency set by the template selected based on the sales org.
• Possible values:
  • CAD
  • CHF
  • EUR
  • GBP
  • JPY
  • NOK
  • RUB
  • USD

cgcloud__Date__c

• Type: date
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
• Description: Transaction date.

cgcloud__Fund_Description__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Shows the fund description.

  This is a calculated field.

• Formula:
  1CASE( cgcloud__Transaction_Type__c , 'Drawback', HYPERLINK("/one/one.app#/sObject/" &  cgcloud__Source_Fund__c  & "/view", cgcloud__Source_Fund__r.cgcloud__Description__c   ), 
  2HYPERLINK("/one/one.app#/sObject/" &  cgcloud__Target_Fund__c  & "/view", cgcloud__Target_Fund__r.cgcloud__Description__c   ))

cgcloud__Fund_Transaction_Header__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Lookup to the fund transaction header that dictates the behavior of the fund transaction rows to be created.

  This is a relationship field.

• Relationship Name: cgcloud__Fund_Transaction_Header__r
• Relationship Type: Lookup
• Refers To: cgcloud__Fund_Transaction_Header__c

cgcloud__Fund_Transaction_Template_Description__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Description of the Transaction template.

  This is a calculated field.

• Formula:
  1cgcloud__Fund_Transaction_Template__r.cgcloud__Description__c

cgcloud__Fund_Transaction_Template__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the Transaction template.

  This is a relationship field.

• Relationship Name: cgcloud__Fund_Transaction_Template__r
• Relationship Type: Lookup
• Refers To: cgcloud__Fund_Transaction_Template__c

cgcloud__Record_Link__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Record link.

  This is a calculated field.

• Formula:
  1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")

cgcloud__Source_Fund__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Source fund for the transaction.

  This is a relationship field.

• Relationship Name: cgcloud__Source_Fund__r
• Relationship Type: Lookup
• Refers To: cgcloud__Fund__c

cgcloud__Status__c

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Approval status of the fund transactions.
• Default value: Pending
• Possible values:
  • Approved
  • Cancelled
  • Pending

cgcloud__Target_Fund__c

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: Target fund for the transaction.

  This is a relationship field.

• Relationship Name: cgcloud__Target_Fund__r
• Relationship Type: Master-detail
• Refers To: cgcloud__Fund__c (master object)

cgcloud__Transaction_Type__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Holds the transaction type of the selected fund transaction template.

  This is a calculated field.

• Formula:
  1Text(cgcloud__Fund_Transaction_Template__r.cgcloud__Transaction_Type__c)

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

• cgcloud__Fund_Transaction__cChangeEvent: Change events are available for the object.
• cgcloud__Fund_Transaction__cFeed: Feed tracking is available for the object.
• cgcloud__Fund_Transaction__cHistory: History is available for tracked fields of the object.
• cgcloud__Fund_Transaction__cOwnerSharingRule: Sharing rules are available for the object.
• cgcloud__Fund_Transaction__cShare: Sharing is available for the object.