Skip to main content

Tasks

Field NameTypeLinked Form / ModuleNotes
File_NumberpicklistClaim_Form
Claims_Management_FormpicklistClaims_Management_FormPrivate field
Created_By_UserpicklistUser
Assigned_UserpicklistUser
RMS_Updatetext
Org_Nametext
AssignUsertextPrivate field
Interested_Party1picklistUser
Function (displayname "Function ")picklistValues: Repairer / Assessor / Claims Consultant / Driver / Validations Team / V&D / CCR / Managers Approval / RMS / Delete WorkDrive File / Decal Repairs Update CC / Ceramic Coating Proof / Ceramic Coating Invoice / Vehicle Purchase Request; allows custom "other" value
RMS_Search_TypepicklistValues: Fault Driver / Client / Fleet; allows custom "other" value
Urgent_RMS_Request (displayname "Urgent RMS Request from Management*")picklistValues: Yes / No
RMS_Search_Rego (displayname "RMS Search Rego*")text
New_Task_Field (displayname "Task")text
Date_Duedate
Date_Completeddate
Notes1 (displayname "Notes")textarea
StatuspicklistValues: Open / Completed / Overdue / Cancel / In Progress; default: Open
NotesautonumberStarts at 1; distinct from the Notes1 textarea above, despite the field ID
Refresh_ScreenpicklistValues: Yes / No; private field
Lead_SourcetextPrivate field
Xero_Bank_Transaction_IDtext

System

Field NameTypeLinked Form / ModuleNotes
Accident_DiagrampicklistAccident_Diagram
V_D_Follow_Up_Datedate
Assigned_TopicklistUsers (built-in)Personal data field; record owner field for this form
Interested_PartypicklistUsers (built-in)Personal data field
Created_BypicklistUsers (built-in)Personal data field
Assigned_To_EmailemailPersonal data field
Created_By_EmailemailPersonal data field
Interest_Party_EmailemailPersonal data field
Assigned_TeampicklistUser_Group
Law_FirmpicklistRecovery_Agent
Assigned_Law_FirmpicklistRecovery_Agent
Completed_Timedatetime
Law_Firm_DatapicklistLaw_firm1
Deleted_Timestampdatetime