Report Template Field Reference

The Report Template object represents the set of skills grouped by criteria to estimate the representative work during the Joint Visit.

Template Editor is intended to create and edit report templates.

API name in Salesforce: CTCPG__ReportTemplate__c

Field API Name Type Description

Active

CTCPG__IsActive__c

Checkbox

If selected, the record is active and applied in business logic.

Available for

CTCPG__RecordTypePicklist__c

Picklist (Multi-Select)

Select the Activity record types for which the Report Template record will be available:

  • Visit

  • Event

  • Joint Visit

  • Timeoff

Date

CTCPG__Date__c

Date

The date of the Report.

Description

CTCPG__Description__c

Long Text Area(32768)

Specify information about the Report Template record.

Status

CTCPG__Status__c

Picklist

The available values of the Report Template status:

  • Draft

  • Approved
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