AggieService Field Mapping
Case
The Case object holds all the information on every case submitted to AggieService. As such it's one of the biggest and most complicated objects on the service. This reference, along with this google document, comprise our documentation of the fields and integrations for the Case object.
Field Name | Label | Type | Source | Description | Unused |
---|---|---|---|---|---|
Account__c | Over the Cap Account | Text | form | COA account for storing 'Over the Cap' account from Funding Change form | |
Account_Category__c | |||||
Account_Department_Code__c | Department Code | ||||
AccountId | Department Official Name (A) | lookup (Account) | system | Account of case's submitter | |
Action__c | Action | picklist | form | Type of Action for cases (Academic, Student, Staff) | |
action_copyCase_leavesToBenefits__c | Submit to Benefits for Processing | boolean | Creates child case via Process Builder when checked | ||
action_copyCase_stipendToPayroll__c | Submit to Payroll for Processing | boolean | Creates child case via Process Builder when checked (Triggers creating a child case and setting the Topic to Payroll via Process Flow invoking Apex Trigger). | ||
action_copyCase_stipendToRecords__c | Create Records Case | boolean | Action to create a copy of the case to send to the Records team. Used by UCDH on various case types. | ||
action_Meets_DD_Entry_Criteria__c | Meets Department Delegate Entry Criteria | boolean | Marks whether a case has been identified as routing to the delegate approval process. (Boolean set when the case is created marking that it meets Department Delegate entry criteria. NOTE: This is set once and not refereshed; if the criteria for approval changes, this field will not update.) | ||
Action_Number__c | Action Number | ||||
Active_Milestone__c | Active Milestone | lookup (SLA_Stage__c) | system | For cases with support plans via the SPA Engine, this is the active milestone stage on the case. (Active SLA_Stage for the current Case, based on CaseMilestone) | |
Add_to_DMV_Separation_Spreadsheet__c | Add to DMV Separation Spreadsheet | boolean | |||
Added_to_DMV_Spreadsheet__c | Added to DMV Spreadsheet | ||||
Additional_Comments__c | Additional Comments | text area | |||
Additional_Percent_Time__c | Additional Percent Time | percent (3,2) | form | ||
Administrative_Summer_Comp__c | Administrative Summer Comp | boolean | |||
Affected_Employee_Campus_Email__c | Affected Employee Campus Email | form | Email address for Affected Employee. Entered in all case forms which deal with affected employees. | ||
Affected_Employee_Department_Name__c | formula | Department name for affected employee | |||
Affected_Employee_Name__c | Affected Employee Name (C) | lookup (Contact) | form | Lookup to Contact for affected employee. Populated by email lookups based on Affected_Employee_Campus_Email__c | |
Affected_Employee_Phone__c | Affected Employee Phone | phone | form | Phone number for Affected Employee. Entered in all cases which deal with affected employees. | |
Affected_Employee_PPS_ID__c | Affected Employee PPS ID | text | remove | UC Employee ID, corresponds to PPS ID in UC Davis systems | x |
Affected_Employee_Primary_Title_Code__c | Affected Employee Primary Title Code | Formula (Text) | Affected employee's primary title for various case actions. Updated per AG-907 | ||
Affected_Employee_Textname__c | Affected Employee Name | Text(100) | form | ||
Affected_Employee_Title__c | formula | Title of affected employee | |||
Affects_Pay__c | Affects Pay | boolean | UC Path BaseCamp escalation field | ||
AggieJobLink__c | AggieJobLink Number | text | form | AggieJobLink number for Recruitment cases | |
Alleged_Contract_Article_Violations__c | Alleged Contract Article Violations | picklist (multi) | For ELR cases, these are the contract violations for union contracts | ||
Alleged_Contract_Violation_Description__c | textarea (rich) | Further description and context of alleged violations | |||
Alleged_Grievance_Violations__c | Alleged Grievance Violations | picklist (multi) | For ELR cases, the grievance violations that occurred. | ||
Anything_else_you_d_like_us_to_know_del__c | Anything else you'd like us to know? | longtext | form | Text field for additional comments. Found on most every form save Ask a Question. Note: In order to test cases in PROD, one can put TESTING as the first word in this field and the case will route to the AggieService TEST Queue instead of anywhere else. | |
Application_Complete__c | Application Complete | boolean | |||
Appointment_Date__c | Appointment Date | date | form | Appointment start date for Recruitments | |
Appointment_End_date__c | Appointment End date | date | form | Appointment end date for Recruitments | |
Appointment_Extension_Reason__c | Appointment Extension Reason | picklist | form | Picklist of reasons for appointment extensions in Appointment Changes form | |
Appointment_Percentage__c | Appointment Percent | percent | form | Percentage for appointment in Recruitment cases | |
Appointment_Requesting_For__c | Appointment Requesting For | text | |||
Appointment_Scheduled_with_HR_Generalist__c | Appointment Scheduled with HR Generalist | boolean | |||
Appointment_Type__c | Appointment Type | form | |||
Approval_Matrix_Key__c | Approval Matrix Key | picklist | Cases can follow a number of approval processes, each having their own approval matrix. These matrices have a key, or category, that dictates which they should follow. This picklist houses the exhaustive list of types of matrices we can tie to an approval process. | ||
Approval_NumApprovers__c | Number of Current Approvers | formula | Number of current approvers on the case due to the delegate approver system and approval matrix. | ||
Approval_on_file__c | Approval on File | boolean | If there is a relative working in the same unit as person being hired, approval needs to be on file | ||
Approval_Status__c | Approval Status | picklist | |||
Approved_By1__c | Approved By | text | |||
Approved_By2__c | Approved By | text | |||
Approved_Signer_1__c | Approved Signer 1 | lookup (contact) | form | ||
Approved_Signer_2__c | Approved Signer 2 | lookup (contact) | form | ||
Arbitrator_Email__c | Arbitrator Email | For ELR cases, the arbitrator's email | |||
Arbitrator_Name__c | Arbitrator Name | text | For ELR cases, the arbitrator's name | ||
Arbitrator_Not_Recommended__c | Arbitrator Not Recommended | boolean | For ELR cases, whether the arbitrator was good and worth recommending. (Boolean to track arbitration anomalies tied to arbitrator's rulings) | ||
Arbitrator_Selection_Date__c | date | For ELR cases, the date when the arbitrator was selected | |||
Article_Created__c | Article Created | boolean | |||
Article_Published__c | Article Published | boolean | |||
Article_Reviewed_By__c | Article Reviewed By | Lookup(User) | |||
Article_Topic__c | Article Topic | picklist | |||
AssetId | Asset | lookup(Asset) | system | not used | x |
Automatic_Emails__c | Automatic Emails | formula | Formula for determining if the case should have trigger-driven automatic emails sent out. | ||
Background_Check_Complete__c | Background Check Complete | boolean | |||
Backup_Timesheet_Supervisor__c | Backup Timesheet Supervisor | text | form | Entry for Backup Timesheet Supervisor. Part of integration for Backup_Timesheet_Supervisor_contact__c. | |
Backup_Timesheet_Supervisor_contact__c | Backup Timesheet Supervisor (C) | lookup (Contact) | integration | Lookup populated via Trigger from Backup_Timesheet_Supervisor__c. Note: currently people put in names here instead of Email addresses, thereby invalidating our integration hookup, since we look up via campus email address (the only unique ID we have for people) | |
BusinessHoursId | Business Hours | lookup (Business Hours) | form, system | The Business Hours which the case is covered under. This required field is set by default and provided explicitly from the forms. | |
Case_Priority__c | Case Priority | formula | this is an image of a flag (green, yellow, red) based on "Priority" field (low, medium, high) | ||
Case_Routing_Account_Category__c | Case Routing Account Category | formula | |||
Case_Routing_Department_Code__c | Case Routing Department Code | formula | Formula field for the department code for case routing. Follows this logic:
| ||
Case_Routing_School_Division__c | Case Routing School / Division | lookup (Account) | Auto-populated case routing school / division per AG-665 | ||
Case_Routing_Unit_Code__c | formula | Formula field for the unit code for case routing. Follows this logic:
| |||
CaseNumber | Case Number | auto number | system | Auto-incrementing ID for cases. | |
Category__c | Category | picklist | form | Identifies which service channel is responsible for a case/which service channel traditionally assists the submitter of the case in question | |
Central_Payroll_to_Process_Final_Check__c | Central Payroll to Process Final Check | boolean | remove | When checked, invokes a Process Flow to create a Central Payroll - Separation Check Request case, though currently not on any page layouts. | x |
Change_Reasons__c | Change Reasons | picklist (multi) | form | Reasons for changes. Used in Staff Positions | |
Chart_Account_Subaccount__c | Chart -Account-Subaccount | text(16) | form | CHART: 1-digit alphanumeric ACCOUNT: 7-digit alphanumeric SUBACCOUNT: 5-digit alphanumeric | |
Chart_Account_Subaccount_Changed__c | Chart-Account-Subaccount Changed | boolean | form | ||
Check_Distribution_Method__c | Check Distribution Method | picklist | form | ||
Check_EPER_Screen__c | Check EPER Screen | boolean | |||
ClosedDate | Date/Time Closed | date/time | system | Time the case was closed. | |
COA_Funding_Chart__c | Funding Chart | text area | form | Chart of funding strings in fixed-width format. Each of the 5 lines is 48 characters in this format: start date | end date | COA | percent | |
Code_Number__c | Code Number | text | form | This field pulled from a form that is no longer used with the advent of UC Path (AG-1014). | |
Code_Type__c | Code Type | Picklist | form | This field pulled from a form that is no longer used with the advent of UC Path (AG-1014). | |
College_Schools_Divisions__c | College Schools Divisions | Picklist | |||
Comments | Internal Comments | text area | a text box only visible to service providers | ||
CommunityId | Zone | Lookup(Zone) | |||
Comp_Time_Payout__c | Comp Time Payout | boolean | |||
Compensatory_Hours__c | Compensatory Hours | number (4,2) | |||
Completeness_Screening__c | Completeness Screening | picklist | integration | Identifies what group is doing the completeness screening for a recruitment. Provided by PeopleAdmin's Applicant Screening XML. | |
ContactEmail | Submitter Email | formula | system | Submitter's email address derived from ContactId. | |
ContactFax | Contact Fax | formula | system | Submitter's fax number derived from ContactId. | |
ContactId | Submitter Name (C) | Lookup (Contact) | form, system, integration | Submitter's contact record | |
ContactID__c | Contact ID | text | remove | Was used by Central Payroll form, but no reason to use this as ContactId seems to capture the same information | x |
ContactMobile | Submitter Mobile | formula | system | Submitter's mobile phone number derived from ContactId. | |
ContactPhone | Submitter Phone | formula | system | Submitter's preferred phone number derived from ContactId. | |
Contract_Signed_by_Employee__c | Contract Signed by Employee | boolean | |||
Contract_Signed_by_Hiring_Manager__c | Contract Signed by Hiring Manager | boolean | |||
Course_Quarter__c | Course Quarter | text | form | Quarters for Course Buyout. This field pulled from a form that is no longer used with the advent of UC Path (AG-1014). | |
Create_Arbitration_Case_from_Grievance__c | boolean | Boolean to determine whether we create an arbitration case from a grievance case | |||
Create_Onboarding_Record__c | Create Onboarding Record | checkbox | integration | When this field is checked and Date_of_Hire__c and New_Hire_Name__c are filled in, will update the related Position object with the current case number. Note: The position workflow integration (i.e. relating Recruitments to job records in AggieService) is a mess so, as a consequence, this rarely fires. Note: position object was removed with AG-1058 | |
Create_Payroll_Case__c | Create Payroll Case | boolean | Triggers creation of a child case and sending to Payroll via a Process Flow. Found on Recruitment & Onboarding layouts. | ||
CreatedById | Created By | lookup (User) | system | Lookup to the user who created the case. Most cases created from the Community come in as a particular integration user; in this case the AggieService Admin user. | |
CreatedDate | Date/Time Opened | datetime | system | Datetime the case was opened | |
Current_AggieJobLink__c | Current AggieJobLink | boolean | form | ||
Current_Employee__c | Current Employee | boolean | |||
Damage_Payments__c | Damage Payments | picklist | |||
Date_Closed__c | Date Closed | formula (date) | |||
Date_Employee_Returned_to_Work__c | Date Employee Returned to Work | date | |||
Date_Medical_Release_Received__c | Date Medical Release Received | date | |||
Date_of_Hire__c | Date of Hire | Date | Date of Hire entered by Service Providers for Onboarding & Recruitment cases | ||
Date_Opened__c | Date Opened | formula (date) | |||
Date_Payment_Expected__c | Date Payment Expected | date | |||
Date_Reviewed__c | Date Reviewed | date | |||
Date_Signed__c | Date Signed | date | |||
Date_Student_Employment_Approved__c | Date Student Employment Approved | date | |||
Day_Employee_s_Regular_Work_Sched_Begins__c | Day Employee's Regular Work Sched Begins | picklist | |||
Day_Employee_s_Regular_Work_Sched_Ends__c | Day Employee's Regular Work Sched Ends | picklist | |||
Days_Opened__c | Days Opened | formula (number) | number of days from open to closed (or if not closed, then number of days from open to today) | ||
DCP_Number__c | DCP Number | text | |||
Degree_Date__c | Degree Date | date | form | ||
Department_Approver__c | Department Approver | lookup (contact) | Lookup to Contact | ||
Department_Code1__c | Department Code | text | form | DEPRECATED. Please use Account_Department_Code__c instead | |
Department_Name__c | Department Name | text | form | ||
Description | Description | long text | form, system | Default field for issue description. Automatically populated from an email's body in email-to-case entries. | |
Designated_Approver_1__c | Designated Approver 1 | lookup (User) | integration | Cases which meet the entry criteria for approvals will have their 1st active delegate ID copied here via Trigger. | |
Designated_Approver_2__c | Designated Approver 2 | lookup (User) | integration | Cases which meet the entry criteria for approvals will have their 2nd active delegate ID copied here via Trigger. | |
Designated_Approver_3__c | Designated Approver 3 | lookup (User) | integration | Cases which meet the entry criteria for approvals will have their 3rd active delegate ID copied here via Trigger. | |
Designated_Approver_4__c | Designated Approver 4 | lookup (User) | integration | Cases which meet the entry criteria for approvals will have their 4th active delegate ID copied here via Trigger. | |
Designated_Approver_5__c | Designated Approver 5 | lookup (User) | integration | Cases which meet the entry criteria for approvals will have their 5th active delegate ID copied here via Trigger. | |
Desired_Contents__c | Desired Contents | picklist | |||
Differential__c | Differential | boolean | form | ||
Differential_List__c | Differential List | text area | form | List of differential justifications | |
Discipline_Reason__c | Discipline Reason | picklist (multi) | Reasons for ELR discipline cases | ||
DMV_Program_Coord_Email__c | DMV Program Coord Email | boolean | Send confirmation email to DMV program coordinator | ||
DMV_Program_Coord_Email2__c | DMV Program Coord Email | boolean | |||
DMV_Pull_Notice__c | DMV Pull Notice | picklist | |||
DMV_Pull_Notice_Request__c | DMV Pull Notice Request | boolean | Email student with DMV Pull Notice Request form | ||
DMV_Pull_Notice_Request_Deletion__c | DMV Pull Notice Request Deletion | boolean | |||
Documents_Uploaded_to_EDMS__c | Documents Uploaded to EDMS | boolean | |||
Dollar_Amount__c | Dollar Amount | currency (8,2) | form | ||
Dollar_Amount_Type__c | Dollar Amount Type | picklist | form | ||
Draft_PD_ORG_Chart_Attached__c | Draft PD & ORG Chart Attached | boolean | form | ||
Drivers_License_to_HRC__c | Drivers License to HRC | boolean | |||
Due_Date__c | Due Date | date | |||
EDFT_Process__c | EDFT Process | boolean | |||
Effective_Date__c | Effective Date | date | form | Date when operation should be performed. Currently on Longevity / Special Recognition increase but could be used elsewhere. | |
Email_Address__c | Email Address | form | Used in Postdoctoral Appointments, where affected person doesn't always have a UCD email address | ||
Email_to_Fleet__c | Email to Fleet | boolean | |||
Emeritus_Separation__c | Emeritus Separation | boolean | form | Tracks whether an Academic separation is an emeritus separation | |
Employee_Entered_in_TRS__c | Employee Entered in TRS | boolean | |||
Employee_is_MSP__c | Employee is MSP | boolean | Whether an employee is an MSP employee | ||
Employee_Name__c | Employee Name | Lookup (Contact) | form | Lookup to POC contact as provided by forms. | |
Employee_Pay__c | Employee Pay | picklist | |||
Employee_s_Address_is_Current__c | Employee's Address is Current | picklist | |||
Employee_s_Timekeeping_System_or_Method__c | Employee's Timekeeping System or Method | picklist | |||
Employee_Separation__c | Employee Separation | picklist | |||
Employees_Current_Mailing_Address__c | Employee's Current Mailing Address | text | |||
End_Date__c | End Date | date | form | ||
Entered_into_Aggie_Job_LInk__c | Entered into Aggie Job LInk | boolean | |||
EntitlementId | Entitlement Name | Lookup(Entitlement) | integration | Lookup to the entitlement supporting the Case. This is populated by the SPA engine based on the SLA record covering the case. (for more information, bother jboveda@ucdavis.edu until he writes documentation and links to it here) | |
EPER_Screen_Checked__c | EPER Screen Checked | ||||
ETL_flag_processed__c | Scheduled Job Processed | boolean | Boolean for admin operations ONLY. Used to mark a case as processed by a database operation, in order to chunk operations throughout a timeframe. | ||
ETL_Hiring_Department_Code__c | Hiring Department Code | text | form | Hiring Department code as provided from Recruitment forms. Part of integration to populate the Hiring Department Account lookup. | |
Exception__c | Exception | boolean | form | Used for Postdoctoral Appointments | |
Experience_Level__c | Experience Level | picklist | form | Used for Postdoctoral Appointments | |
External_Position_Number__c | External Position Number | text | form | External position number for other job boards (e.g. UCPath) | |
External_System_ID__c | External System ID | text | System ID for external case / record associated to this case | ||
External_System_URL__c | External System URL | url | URL for record associated with this case | ||
Family_Member__c | Family Member | picklist | form | ||
Field_Type__c | Field Type | picklist | |||
File_Contents__c | File Contents | picklist | form | ||
File_Description__c | File Description | text | Description of what the contents of the attachment are | ||
Final_Filing_Date__c | Final Filing Date | date | For ELR cases, the last day the case can be filed | ||
Fixed_Variable__c | Fixed / Variable | Picklist | form | Designation on whether a position is fixed or variable. Loaded by staff recruitment forms | |
FML_Packet__c | FML Packet | boolean | Check if a FML packet needs to be sent. | ||
FML_Packet_Sent_Date__c | FML Packet Sent Date | date | Date the FML packet was sent to the requestor. | ||
FOA_Case__c | FOA Case | boolean | Some cases need special handling if they're part of FOA. This marks cases as FOA cases depending on whether the associated department with the case is a FOA department. Populated via Case_triggerHandler. | ||
Full_Month__c | Full Month | picklist (multi) | |||
Hearing_Date__c | Hearing Date | date | For ELR cases, the date of an arbitration hearing or other meeting hearing. | ||
Hiring_Department__c | Hiring Department | Lookup (Account) | integration | Lookup to the Account record of the Hiring Department. Populated via Trigger from ETL_Hiring_Department_Code__c. If changed, will update ETL_Hiring_Department_Code__c. | |
Hiring_Department_Category__c | Hiring Department Category | Formula | Hiring department category lookup used for Applicant Screening sorting cases. | ||
Hiring_Manager__c | lookup (contact) | form | Contact lookup for hiring manager. Pulls from Recruitment. | ||
Hours_of_Operation__c | Hours of Operation | text | |||
Hours_Worked__c | Hours Worked | number (4,2) | |||
HR_Generalist__c | HR Generalist | lookup (contact) | |||
HR_PPS_Entry_Complete__c | HR PPS Entry Complete | boolean | |||
HR_Representative__c | lookup (Contact) | The HR representative on a case (used on ELR cases) | |||
Id | primary key | system | 18-digit Salesforce record ID | ||
ID_Source__c | Source ID | text | form | Unique ID for cases created via form submissions e.g. FormAssembly | |
Identifier__c | Timesheet Identifier | text | form | ||
In_Residence_Full_Salary__c | In Residence – Full Salary | boolean | |||
In_Residence_Partial_Salary__c | In Residence - Partial Salary | percent (3, 2) | |||
Incident_Date__c | date | For ELR cases, the date the incident took place | |||
Information_Reviewed_By__c | Information Reviewed By | lookup (Contact) | Information packet reviewed by this contact (cannot be current case owner) | ||
Internal_Comments_ONLY__c | Internal Comments ONLY | long text | Comments made in this field are ONLY visible to UC Davis Service Providers. | ||
Is_Employee_a_TRS_Supervisor__c | Is Employee a TRS Supervisor? | boolean | form | Only asked on Staff/Academic forms, not student forms. | |
Is_there_a_Different_Point_of_Contact__c | Is there a Different Point of Contact? | boolean | |||
IsClosed | boolean | system | Whether the case is closed (not listed in fields, 10/31/19) | ||
IsClosedOnCreate | Closed When Created | boolean | system | Sometimes cases are entered simply for tracking, and, for convenience, should be marked closed as soon as they're created. For example, phone calls with questions that are answered on the line would fit this criteria. Salesforce will populate this when one of those cases is marked close on create. | |
IsDeleted | boolean | system | Whether the case is deleted. Cases marked as IsDeleted are still in the system until they're purged and sometimes recoverable from the Recycle Bin (not listed in fields, 10/31/19) | ||
IsEscalated | Escalated | boolean | system | Whether the case has been escalated. Currently unused. | x |
IsStopped | Stopped | boolean | system | Whether work on the current case is stopped. Currently unused. | x |
Issue_Description__c | Issue Description | longtext | form, remove | DEPRECATED : Description of issue from Question, Problem, and Knowledge Article forms | x |
Job_Location__c | Job Location | text | form | Plaintext entry for job's location | |
Justification__c | Justification | text area | form | ||
KFS_Object__c | Object | text | |||
KFS_Project__c | Project | text | |||
KFS_SubAccount__c | Sub-Account | text | |||
KFS_SubObject__c | Sub-Object | text | |||
Last_Approval_Matrix__c | Last Approval Matrix | lookup (Approval Matrix) | Lookup populated by CaseUpdateDesignatedApprover.UpdateDesignatedApproverOnCase with the Matrix for the last phase of approvals. | ||
Last_Comment_Channel__c | Last Comment Channel | picklist | integration | Whenever someone posts a comment, the case is updated with the type of communication (Email, Comment, Feed) | |
Last_Comment_Posted__c | Last Comment Posted | datetime | integration | Whenever someone posts a comment, the case is updated with the datetime of that last communication | |
Last_Day_on_Pay__c | Last Day on Pay | date | Currently used in Central Payroll - Separation Check Requests to track last day on payroll. | ||
Last_Owner__c | Last Owner | lookup (User) | Field to track which user was the last owner of the case. Only populated by users (not groups) | ||
LastModifiedById | Last Modified By | lookup (User) | system | Lookup to the user who last modified the case | |
LastModifiedDate | datetime | system | Time the case was last modified. Because of Last_Comment_Posted__c and Last_Comment_Channel__c, this includes the last time anyone commented, posted, or emailed into the case. | ||
Leave_Request_Form_Received__c | Staff Leave Request Form Received | date | |||
Leave_Type__c | Leave Type | picklist | form | ||
Location__c | Delivery Location | text | form | ||
Longevity_Increase__c | Longevity Increase | boolean | form | ||
Longevity_Increase_Amount__c | Longevity Increase Amount | currency (2,2) | form | ||
Mailing_Address_Verified__c | Mailing Address Verified | boolean | |||
Medical_Certification_Received__c | Medical Certification Received | date | |||
Medical_Release_Documentation_Received__c | Medical Release Documentation Received | boolean | |||
Milestone_Due_Date__c | Milestone Due Date | datetime | Datetime field to show when the current milestone for a particular case would fall into violation. Useful for sorting cases and managing work. | ||
MilestoneStatus | MilestoneStatus | text | system | A milestone is a step in an entitlement process. If an entitlement process applies to a case, this field appears. | |
MQ_Screening__c | Minimum Qualifications Screening | picklist | integration | Identifies what group is doing the screening for minimum qualifications for a recruitment. Provided by PeopleAdmin's Applicant Screening XML. | |
Multiple_appointments__c | Multiple appointments? | boolean | form | ||
Name__c | Name | text | |||
Need_Student_Employment_Approval__c | Need Student Employment Approval | boolean | |||
New_Aggie_Job_Link_Needed__c | New Aggie Job Link Needed | boolean | |||
New_Appointment_End_Date__c | New Appointment End Date | date | form | ||
New_Chart_Account_Subaccount_Number__c | New Chart-Account_Subaccount Number | text | form | ||
New_Contract__c | New Contract | boolean | |||
New_Department_Contact__c | New Department Contact | lookup (Contact) | Lookup for the new contact for department transfers. No case has any information in this field (as of 20180328 & as of 20191104) | x | |
New_Department_Contact_Campus_Email__c | New Department Contact Campus Email | form | Email of the contact in the new department. Found in Transfer and End Appointment cases. As of AG-464 No longer on forms. | x | |
New_Department_Contact_Name__c | New Department Contact Name | text | form | Name of the contact in the new department for transfers. No longer on forms. As of AG-464 No longer on forms. | x |
New_Employee__c | New Employee | boolean | No case has any information in this field (as of 20191104) | x | |
New_employee_checklist_sent__c | New Employee Checklist Sent | boolean | Send new employee checklist to supervisor after PPS entry. | ||
New_Hire_Email__c | New Hire Email | form | |||
New_Hire_Name__c | New Hire Name | text | form | Name of new hire, entered from Onboarding and Recruitment cases | |
New_Hire_Phone__c | New Hire Phone | phone | form | ||
New_Home_Department_Code__c | New Home Department Code | text | form | ||
New_Position__c | New Position | text | No case has any information in this field (as of 20191105) | x | |
New_Salary__c | New Salary | currency (8,2) | form | ||
New_Timesheet_Supervisor__c | New Timesheet Supervisor | text | form | ||
New_Timesheet_Supervisor_Backup__c | New Timesheet Supervisor Backup | text | form | ||
New_Title__c | New Title | text | form | ||
NIH_Cap__c | NIH Cap | picklist | form | ||
Notify_HR_if_Retiree_has_10yr_Service__c | Notify HR if Retiree has 10yr + Service | boolean | |||
Number_of_Applicants__c | Number of Applicants | number | |||
Number_of_Months__c | Number of Months | number | |||
Number_of_Positions__c | Number of Affected Employees | number | form | ||
Number_of_Students_Hiring__c | Number of Students Hiring | number | form | ||
Number_of_Students_Hiring1__c | Number of Students Hiring | picklist | form | ||
Object_Code__c | Object Code | text | |||
Onboarding_Appointment_Date__c | Onboarding Appointment Date | datetime | |||
Onboarding_Packet_Sent__c | Onboarding Packet Sent | boolean | |||
Optional_Timesheet_Supervisor__c | Optional Backup Timesheet Supervisor | text | form | Optional Backup Timesheet Supervisor found on Timesheet Change forms | |
Optional_Timesheet_Supervisor_contact__c | Optional Timesheet Supervisor (C) | lookup(Contact) | Lookup for (optional) third timesheet supervisor. Not currently on timesheet case record type... | ||
Origin | Case Origin | picklist | form | The communication channel from whence the case came. Values of note:
| |
Other_Description__c | Other Description | text | form | ||
Owner_Alias__c | Owner Alias | formula | Pulls up the owner's alias in cases. Important for Qualtrics Surveys, where we want to identify the owner (user) by name but cannot have lookups do this work for us from the Qualtrics side. | ||
OwnerId | Case Owner | Lookup (User, Queue) | system | The current owner of a case. Could be a particular user or a queue. | |
PA_Job_Link__c | PA Job Link | url | Job posting URL from PeopleAdmin | ||
PA_Position_Number__c | Position Number | text | form | Position number for associated case. Part of lookup integration to Positions__c field. | |
PAN_to_be_Emailed__c | PAN to be Emailed (Intercampus Only) | boolean | |||
Parent_Case_Owner__c | Parent Case Owner | unable to locate | x | ||
Parent_Case_Owner_Email__c | Parent Case Owner Email | Parent Case Owner email for email communications | |||
Parent_Case_POC_Contact__c | Parent Case POC Contact | formula | Formula for admin use. Parent case's point-of-contact ID. Used to avoid SOQL queries in case triggers where we'd have to find this out manually. | ||
Parent_Case_POC_User__c | Parent Case POC User | formula | Formula for admin use. Parent case's point-of-contact User ID. Used to avoid SOQL queries in case triggers where we'd have to find this out manually. | ||
Parent_Case_Submitter_User__c | Parent Case Submitter User | formula | Formula for admin use. Parent case's submitter User ID. Used to avoid SOQL queries in case triggers where we'd have to find this out manually. | ||
ParentId | Parent Case | lookup (Case) | system | Lookup to the parent of the current case (if any) | |
Pay_Date__c | Pay Date | date | |||
Pay_Option__c | Pay Option | picklist | form | ||
Pay_Period__c | Pay Period | date | form | ||
Pay_Period_End_Date__c | Pay Period End Date | date | Currently used in Central Payroll - Separation Check Request to denote the end of the pay period | ||
Payout_Comp__c | Payout Comp | boolean | |||
Payout_Date__c | Payout Date | date | |||
Payout_Vacation_Balance__c | Payout Vacation Balance | boolean | |||
Payroll__c | Payroll | lookup(payroll) | No case has any information in this field (as of 20191104) | x | |
Payroll_Portion_Complete__c | Payroll Portion Complete | boolean | |||
Payroll_PPS_Entry_Complete__c | Payroll PPS Entry Complete | boolean | |||
Percentage__c | Percentage | percent(3,2) | form | ||
Phone__c | Phone | phone | |||
Please_Identify__c | Please Identify | text area | form | ||
Please_specify_appointment_affected__c | Please specify appointment(s) affected | text | form | ||
POC_Contact_Email__c | POC Contact Email | formula(text) | Formula to pull the POC's email for use in automatic emails, such as surveys | ||
POC_Name__c | Point of Contact Name | text | form | Name of the point-of-contact as provided from forms | |
POC_Phone__c | Point of Contact Phone | phone | form | Contact phone number of the point-of-contact as provided from forms | |
POC_Role__c | Point of Contact's Role | text | integration | The UserRole of the point of contact of a case. Used in sharing rules for DSS/COE cases in place of predefined case teams. | |
POC_User__c | Point of Contact User | lookup (User) | integration | Point-of-contact user record populated via Trigger from Employee_Name__c | |
Point_of_Contact_Campus_Email__c | Point of Contact Campus Email | form | Email address for point-of-contact entered from case forms. Used in integrations to populate Employee_Name__c | ||
Position_Assigned__c | Position Number Assigned | text | |||
Position_Description__c | Position Description | picklist | No case has any information in this field (as of 20191105) | x | |
Position_Description_Obtained__c | Position Description Obtained | boolean | |||
Position_Name__c | Position Name | text | Name of a position. Created 20161116 since Position lookup currently isn't working well enough for users. Note: Position object removed with AG-1058, so the lookup doesn't exist anymore. | ||
Position_number_changes_needed__c | Position description changes needed | boolean | |||
Position_Open_To__c | Position Open To | picklist | Picklist with classifications of who a recruitment case is open to. Used in automatically sorting recruitment cases coming in via email. | ||
Position_Posted__c | Position Posted | boolean | |||
Position_Supervises_Others__c | Position Supervises Others | boolean | form | ||
Position_Type__c | Position Type | picklist | form | ||
Possibility_of_Extension__c | Possibility of Extension | boolean | |||
Posted_Date__c | Posted Date | date | Date position posted | ||
Posting_Title__c | Posting Title | text | form | Human-readable title for recruitments | |
PPS_Entry_Complete__c | PPS Entry Complete | boolean | |||
PPS_Entry_Complete2__c | PPS Entry Complete | boolean | |||
Pre_employment_Physical_Complete__c | Pre-employment Physical Complete | boolean | |||
Previous_Case_Number__c | Previous Case Number | text | form | For use on Report A Problem cases | |
Previous_position_number__c | Previous Position Number | text | form | ||
Previously_Approved_Matrix__c | Previously Approved Matrix | text | Place to house which approval matrix where we left off. This way we can pick back up. NOTE: this is a text field because we can't use approval actions to update lookups. | ||
Prior_Experience__c | Prior Experience (months) | number(4,0) | form | ||
Priority | Priority | picklist | |||
Problem_Type_Topic__c | Problem Type/Topic | picklist | form | ||
Process_By_Date__c | Process By Date | date | Date transfer should be processed. As of AG-464 No longer on forms. | x | |
ProductId | Product | lookup (Product) | system | not used | x |
Question_Category_Topic__c | Question Category/Topic | picklist | form | ||
QuestionId | Question | lookup(Question) | |||
Reason | Case Reason | picklist | system | TBA | x |
Reason_for_Appointment_Ending__c | Reason for Appointment Ending | text | form | Reason a transfer appointment ended. As of AG-464 No longer on forms. | x |
Reassigned_to_a_SSC_Payroll_Cordinator__c | Reassigned to a SSC Payroll Cordinator | boolean | No case has any information in this field (as of 20191105) | x | |
Reclassification_Complete__c | Reclassification Complete | boolean | |||
RecordType_Name__c | RecordType Name | text | Recordtype name for use in formula fields to avoid the 15-lookup limit. | ||
RecordTypeId | Case Record Type | recordtype | form,system | Type of case. Record Types control picklist values, page layouts, and other display information. | |
Recruitment__c | Recruitment | picklist | |||
Recruitment_Type__c | Recruitment Type | picklist | |||
Reference__c | Client Reference Tag | text | form | Submitter-editable field to sort cases by arbitrary tags | |
Referred_to_Compliance_Office__c | Referred to Compliance Office | boolean | For ELR cases, track that the individuals were referred to the compliance office. | ||
Regular_Full_Salary__c | Regular – Full Salary | boolean | No case has any information in this field (as of 20191105) | x | |
Regular_Partial_Salary__c | Regular – Partial Salary | percent(3,2) | No case has any information in this field (as of 20191105) | x | |
Relationship__c | Relationship | picklist | form | ||
Relative_Name_1__c | Relative Name | text | form | ||
Relatives_Employed_at_UCD__c | Relatives Employed at UCD? | boolean | form | ||
Relatives_Primary_Department_Name__c | Relative's Primary Department Name | text | form | ||
Remedy__c | Remedy | textarea | Remedy for an ELR case | ||
Remove_from_DMV_Add_Spreadsheet__c | Remove from DMV Add Spreadsheet | boolean | No case has any information in this field (as of 20191105) | x | |
Remove_Time_From_Roster__c | Remove Time From Roster | boolean | |||
Requested_By__c | Requested By: | picklist | |||
Requirements__c | Requirements | picklist(multi) | form | Used for recruitments, onboardings, etc. | |
Requisition_Number__c | Requisition Number | text | |||
Research_Summer_Comp__c | Research Summer Comp | boolean | |||
Resignation_Letter_Emailed_to_Central_HR__c | Resignation Letter Emailed to Central HR | boolean | |||
Resolution__c | Resolution | long textarea | Notes regarding the resolution of a case. Required for closing a case when using the Close Case button. | ||
Retired__c | Rehired Retiree | boolean | form | ||
Return_Date__c | Expected Return Date | date | form | Date employee expects to return from leave | |
Reviewer__c | Reviewer | lookup (Contact) | Lookup to reviewer. I do not believe this is in any way related to the Reviewer Campus Email (below) | ||
Reviewer_Campus_Email__c | Reviewer Campus Email | form | |||
Root_Causes__c | Root Causes | picklist(multi) | For case record type UCPath BaseCamp Escalation | ||
Routing_Account_Category__c | Routing Account Category | text | integration | If set, cases which route based on Account Category pay attention to this value. More information can be found in our /wiki/spaces/ATD/pages/341737976. | |
Routing_Department_Code__c | Routing Department Code | text | form, integration | If set, cases which route based on Department Code pay attention to this value. More information can be found in our /wiki/spaces/ATD/pages/341737976. Set in Recruitment and Appointment Changes cases | |
rrpu__Alert_Message__c | Alert Message | textarea | Managed package where users can set up an automatic alert to pop up for anyone viewing the case. | ||
Sabbatical_Leave__c | Sabbatical Leave | boolean | |||
Salary__c | Pay Rate | currency(10,2) | form | Place to hold salary / pay rate information primarily found in the Recruitment forms. | |
Salary_Action__c | Salary Action | picklist | |||
Salary_Cap_Rate__c | Salary Cap Rate | currency(8,2) | form | Salary cap rate information from Funding Change forms | |
Salary_Changes__c | Salary Changes | currency(6,2) | |||
Salary_Option__c | Salary Option | picklist | form | ||
Salary_Type__c | Salary Type | picklist | form | ||
Salesforce_Object__c | Salesforce Object | picklist | |||
Same_Unit__c | Same Unit | boolean | |||
Scan_Email_to_Fleet__c | Scan/Email to Fleet | boolean | |||
Schedule_an_Appointment__c | Schedule an Appointment | boolean | |||
Screening_Type__c | Screening Type | picklist | Types of screening that are done by the recruitment support team | ||
Select_Scale__c | Select Scale | picklist | form | ||
Select_Step__c | Select Step | picklist | form | ||
Send_Current_Employee_Onboarding_Email__c | Send Current Employee Onboarding Email | boolean | |||
Send_Invite_to_Apply__c | Send Invite to Apply | boolean | |||
Send_New_Employee_Onboarding_Email__c | Send New Employee Onboarding Email | boolean | |||
Sent_Contract_to_Central_HR__c | Sent Contract to Central HR | boolean | |||
Separation_Check_Requested__c | Separation Check Requested | boolean | No case has any information in this field (as of 20191105) | x | |
Separation_Date__c | Separation Date | date | form | ||
Separation_Reason__c | Separation Reason | text area | form | ||
Short_Term_Extension__c | Short Term Extension | boolean | form | ||
Similar_Position_s__c | Similar Position(s) | boolean | form | ||
SK_AggieService_Survey_POC__c | SK AggieService Survey POC | text | Signing key for aggieservice surveys - poc | ||
SK_AggieService_Survey_Submitter__c | SK AggieService Survey Submitter | text | Signing key for aggieservice surveys - submitter | ||
SK_ELR_Survey_POC__c | SK ELR Survey POC | text | Signing key for elr surveys - poc | ||
SK_ELR_Survey_Submitter__c | SK ELR Survey Submitter | text | Signing key for elr surveys - submitter | ||
SLA__c | Service-level Agreement | Lookup (SLA__c) | integration | Service-level Agreement covering this particular case as part of the SPA engine. Populated by the case_AssignSLA trigger. (for more information, bother jboveda@ucdavis.edu until he writes documentation and links to it here) | |
SlaExitDate | Entitlement Process End Time | datetime | system | ||
SlaStartDate | Entitlement Process Start Time | datetime | system | ||
Source_URL__c | Source URL | URL | Used to identify related resource URLs, such as PeopleAdmin requisitions. | ||
SourceId | Case Source | lookup(Social Post,Email Message) | form,system | not used | x |
Special_Recognition_Increase__c | Special Recognition Increase | boolean | form | ||
Special_Recognition_Increase_Amount__c | Special Recognition Increase Amount | currency (2,2) | form | ||
Stage__c | Stage | picklist | Picklist for how cases progress along a support plan. Auto-populated by the SPA engine. | ||
Start_Date__c | Start Date | date | form | ||
Status | Case Status | picklist | system | Identifies where in the typical case workflow a case is. Possible values include New, In Process, and Closed | |
Step_Number__c | Step Number | number(2,1) | form | ||
Steps_to_Reproduce__c | Steps to Reproduce | long text area | |||
StopStartDate | Stopped Since | datetime | system | ||
Student_Eligibility_or_Work_Study__c | Student Eligibility or Work Study | picklist | |||
Subject | Short Description | text | system | A 'short description' of a case, useful for searching & sorting cases. This is not filled in by case forms, but often used by Service Providers to summarize a case for easy organizing on their list views. It is filled in by the email subject line when Case Origin is email. | |
Subject__c | Subject | text area | |||
Subject_Summary__c | Subject/Summary | long text area | form | ||
Submit_to_Recruiter__c | Submit to Recruiter | boolean | |||
Submitted_on_my_Behalf__c | Submitted on my Behalf | formula (boolean) | |||
Submitted_to_Aggie_Job_Link_for_Approval__c | Submitted to Aggie Job Link for Approval | boolean | |||
Submitter_Attached_Resignation_Notice__c | Submitter Attached Resignation Notice | boolean | |||
Submitter_Contact_Email__c | Submitter Contact Email | formula(text) | Email address used to ensure surveys and other emails are sent to submitters go to the right place | ||
Submitter_Email__c | Submitter Email | form | Submitter's email address as captured from case forms | ||
Submitter_Name__c | Submitter Name | text | form | Submitter's contact name as captured from case forms | |
Submitter_Phone__c | Submitter Phone | phone | form | Submitter's phone number as captured from the public-facing case forms | |
Submitter_Role__c | Submitter's Role | text | integration | The UserRole of the submitter of a case. Used in sharing rules for DSS/COE cases in place of predefined case teams. | |
Submitters_UserID__c | Submitter's User ID | lookup (User) | form, integration | Lookup to the submitter's user record. Populated both by case forms and via Trigger | |
Submitting_on_behalf_of__c | Submitting on behalf of: | picklist | form | Field which marks whether a case is being submitted on behalf of the submitter or another employee | |
Subtype__c | Subtype | picklist | form | Subcategorization for cases. Depends on the Type field | |
Subtype_Benefits__c | Benefits Subcategory | picklist | Further subcategorization for cases. Depends on the Subtype field | ||
Summer_Compensation__c | Summer Compensation | text | form | ||
Supervisor__c | Supervisor (C) | lookup (Contact) | form,integration | Lookup to Contact based on email lookup from Supervisor_s_Campus_Email__c (not Timesheet information) | |
Supervisor_s_Campus_Email__c | Supervisor's Campus Email | form | Email address for supervisor as required to be identified in various case forms. | ||
Supervisor_s_Name__c | Supervisor's Name | lookup (Contact) | |||
Supervisory_Position__c | Supervisory Position | boolean | |||
SuppliedCompany | Web Company | text | |||
SuppliedEmail | Web Email | system | Email address provided in email-to-case cases | ||
SuppliedName | Web Name | text | |||
SuppliedPhone | Web Phone | text | |||
TB_Test_Complete__c | TB Test Complete | boolean | |||
Team_Sharing_Department_Code__c | Team Sharing Department Code | formula(text) | Field which populates with a department which should be referenced by the case team sharing system. | ||
Temporary_Position_Number__c | Temporary Position Number | text | Temporary position number in university or external systems; used in Recruiting forms on backend | ||
Tier_Support_Level__c | Tier Support Level | picklist | |||
Timesheet__c | Timesheet | picklist | |||
Timesheet_Pushed_to_Completion__c | Timesheet Pushed to Completion | boolean | |||
Timesheet_Supervisor__c | Timesheet Supervisor | text | form | Entry for Timesheet Supervisor. Part of integration for Timesheet_Supervisor_contact__c. | |
Timesheet_Supervisor_Changing__c | Timesheet Supervisor Changing | boolean | form | ||
Timesheet_Supervisor_contact__c | Timesheet Supervisor (C) | lookup (Contact) | integration | Lookup populated via Trigger from Timesheet_Supervisor__c. Note: currently people put in names here instead of Email addresses, thereby invalidating our integration hookup, since we look up via campus email address (the only unique ID we have for people) | |
Title_Code__c | Title Code | text | form | ||
Topic__c | Topic | picklist | form | ||
Total_Number_Hired__c | Total Number Hired | number(3,0) | |||
TRM_Calculation__c | TRM Calculation | boolean | |||
TRS_Employee__c | TRS Employee | boolean | Whether an employee uses TRS time system or not | ||
TRS_Timesheet_Follow_up_Needed__c | TRS Timesheet Follow-up Needed | boolean | |||
Type | Request Type | picklist | form | Used to organize cases into various types. These choices are limited by the RecordType. Further subdivisions are handled by the Subtype__c controlled picklist. | |
UCPath_Subtype__c | UCPath Subtype | picklist | For UCPath Basecamp. | ||
UCPath_Topic__c | UCPath Topic | picklist | For UCPath Basecamp. | ||
UCPath_Type__c | UCPath Type | picklist | For UCPath Basecamp. | ||
Union__c | Bargaining Unit | picklist | Picklist with the names of our unions in a readable fashion | ||
Union_Representative_Email__c | Union Representative Email | Email address of the union representative involved in an ELR case | |||
Union_Representative_Name__c | Union Representative Name | text | Name of the union representative involved in an ELR case. This isn't a lookup since we don't add non-UCD people to our contacts as of this posting. | ||
Update_HDC__c | Update HDC | boolean | Update HDC as needed | ||
Updated_in_PA__c | Updated in Recruitment System | boolean | Updated in Recruitment System (either PeopleAdmin or PeopleSoft, depending on the group involved) | ||
Vacate_Position_in_PA__c | Vacate Position | boolean | form | ||
Vacation_Hours__c | Vacation Hours | number(4,2) | |||
Vacation_or_Sick_Leave__c | Vacation or Sick Leave | picklist | |||
Verified_Student_Eligibility__c | Verified Student Eligibility | boolean | |||
What_is_Your_Question__c | What is Your Question? | long text | form, integration | Field populated from Ask a Question question. This field is also integrated from Email-to-case data; copying over the Description field into this field. | |
Which_Appointment_to_End__c | Which Appointment(s) to End | text | form | ||
Work_Related__c | Work Related | boolean | form | ||
Work_Schedule__c | Work Schedule | text | form | ||
Work_Study_Forms_Processed__c | Work Study Forms Processed | boolean | |||
Workstudy__c | Workstudy | boolean | form | ||
X1_Student_ID__c | 1. Student ID | text | form | Identifies pre-selected students on a Recruitment | |
X1_Student_Name__c | 1. Student Name | text | form | Identifies pre-selected students on a Recruitment | |
X2_Student_ID__c | 2. Student ID | text | form | Identifies pre-selected students on a Recruitment | |
X2_Student_Name__c | 2. Student Name | text | form | Identifies pre-selected students on a Recruitment | |
X3_Student_ID__c | 3. Student ID | text | form | Identifies pre-selected students on a Recruitment | |
X3_Student_Name__c | 3. Student Name | text | form | Identifies pre-selected students on a Recruitment | |
X4_Student_ID__c | 4. Student ID | text | form | Identifies pre-selected students on a Recruitment | |
X4_Student_Name__c | 4. Student Name | text | form | Identifies pre-selected students on a Recruitment | |
X5_Student_ID__c | 5. Student ID | text | form | Identifies pre-selected students on a Recruitment | |
X5_Student_Name__c | 5. Student Name | text | form | Identifies pre-selected students on a Recruitment |