Field-by-field reference for the RDLA Quote object (Quote__c). The start of the database purchase/renewal process. Funding can be assigned via the Quote Calculator and emails can be sent to faculty funders regarding funding the database purchase.
Part of the RDLA field definitions. For the step-by-step user guides, see Research Database Lifecycle - RDLA.
Fields
| Field / API Name | Type | Entry | Description | Picklist Values |
|---|
Account
Account__c | Lookup(Account) | User | | |
Current Quote Funding Amount
Current_Quote_Funding_Amount__c | Currency(16, 2) | User | | |
Current Quote Funding Percentage
Current_Quote_Funding_Percentage__c | Percent(16, 2) | User | | |
Description
Description__c | Long Text Area(32768) | User | | |
Donated
Donated__c | Checkbox | User | | |
Faculty Funding Notice Deadline
Faculty_Funding_Notice_Deadline__c | Date | User | The response-by date displayed in the funder renewal-in-progress email when this quote drives the email. Used in the email to faculty when email triggered from Quote. | |
Faculty Resource
Faculty_Resource__c | Lookup(Faculty Resource) | User | | |
Funder Email Sent Date
Funder_Email_Sent_Date__c | Date | User | Date the renewal email was sent to faculty funders for this quote. Auto-populated. | |
Is Current
IsCurrent__c | Checkbox | User | | |
Quote Amount
Quote_Amount__c | Currency(16, 2) | User | | |
Quote End Date
Quote_End_Date__c | Date | User | | |
Quote Name
Name | Text(80) | Automatic | System field | |
Quote Start Date
Quote_Start_Date__c | Date | User | | |
Quote Status
Quote_Status__c | Picklist | User | | Active
Canceled
Completed
Expired
In Progress
New |
Quote Type
Quote_Type__c | Picklist | User | | Annual
Evergreen
Multi-Year
Other |
Quote Type Other
Quote_Type_Other__c | Long Text Area(32768) | User | | |
Record Type
RecordTypeId | Record Type | Automatic | System field | |
Special Terms
Special_Terms__c | Long Text Area(32768) | User | | |
Reading the field table
- Entry – User: typed or picked by a person. Automatic: set by Salesforce (a formula, a flow, or the system) and not editable. Automatic, editable: set automatically but can be changed by hand. Not editable: cannot be changed once the record exists.
- Notes in italics describe how the field is used in the RDLA process.
- Picklist values are the ones available on the RDLA record type.
- The standard Salesforce fields Record ID (Id), Created By, Created Date, Last Modified By, Last Modified Date and Owner are on every object and are not listed.