Playbook__c

Label: Playbook

Represents a collection of tasks performed by team members or individual resources to achieve a desired outcome. Contains information relevant to the playbook as well as related items.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Account__c	Account	Spring 2023	The account that relates to the playbook. Looks up to: Account	Lookup
Description__c	Description	Spring 2023	The description of the playbook.	Html(32768)
Duration_Days__c	Duration (Days)	Spring 2023	The duration of the playbook in days. Formula: End_Date__c - Start_Date__c	Number(4,0)
End_Date__c	End Date	Spring 2023	The date the playbook ends.	Date
Is_Active__c	Active	Spring 2023	If selected, the playbook is active.	Checkbox	false
Is_Current_User__c	Owner is Current User	Summer 2023	If selected, the owner for the playbook is the current Salesforce user. Formula: $User.Id = Playbook_Owner__r.Salesforce_User__c	Checkbox
Is_Template__c	Template	Spring 2023	If selected, the playbook is a template.	Checkbox	false
Objective__c	Objective	Spring 2023	The objective that relates to the playbook. Looks up to: Objective__c	Lookup
Playbook_Owner__c	Playbook Owner	Spring 2023	The owner of the playbook. Looks up to: Resource__c	Lookup
Playbook_Status__c	Playbook Status	Spring 2023	The current status of the playbook.	Picklist: Green Red Yellow
Stage__c	Stage	Spring 2023	The current stage of the playbook.	Picklist: Canceled Completed In Progress On Hold Planned
Start_Date__c	Start Date	Spring 2023	The date the playbook starts.	Date
Status_Visual__c	Playbook Status	Spring 2023	The current status of the playbook displayed as a color. Formula: IF(ISPICKVAL(Playbook_Status__c, "Yellow"),IMAGE("/resource/StatusImages/yellow.png", "2-Yellow"),IF(ISPICKVAL(Playbook_Status__c, "Red"),IMAGE("/resource/StatusImages/red.png","3-Red"),IF(ISPICKVAL(Playbook_Status__c,"Green"),IMAGE("/resource/StatusImages/green.png", "1-Green"),"")))	Text
Success_Plan__c	Success Plan	Spring 2023	The success plan associated with the playbook's related objective. Formula: HYPERLINK("/" & Objective__r.Success_Plan__c, Objective__r.Success_Plan__r.Name, "_self")	Text
Team__c	Team	Spring 2023	The team associated with the playbook. Looks up to: Team__c	Lookup