cgcloud__Fund_Transaction__c

Holds the fund transaction details. This object is available in API version 54.0 and later.

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

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

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

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

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

• 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)

• 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

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

• 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   ))

• 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

• 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

• 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

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Record link.

  This is a calculated field.

• Formula:

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

• 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

• 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

• 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)

• 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)

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.

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