Custom Objects
The following custom objects are included with the installation of the Union Rules feature:
- Union
- Union Rules
- Union Rule Sets
- Union Rule Set Assignment
- Service Resource Union Member
- Time Type
This section provides details about each custom object and their custom fields.
Union
The Union object represents a work group within an organization where a specific set of union rules can be applied. Service Resources are added to a Union through the Service Resource Union Member junction object. A set of Union Rules is assigned to the Union. These rules apply when time is logged for the Service Resource.
Fields
The custom fields in the Union object are listed in the table below:
| Label | API Name | Data Type | Description | Configuration Options |
|---|---|---|---|---|
| Union Name | Name |
Text(80) | The name of the Union. | Required: Yes |
| Description | Description__c |
Text Area (255) | Description for the Union | Required: No |
Union Rules
A Union Rule record contains the configuration for a specific rule and is tied to a parent Union Rule Set. The fields on the Union Rule control how the system processes the rule when time is logged for a Service Resource.
Fields
The custom fields for the Union Rule object are listed in the table below:
| Label | API Name | Data Type | Description | Configuration Options |
|---|---|---|---|---|
| Union Rule Name | Name |
Text(80) | The name of the Union Rule. | Required: Yes |
| Description | Description__c |
Text Area (255) | Description for the Union Rule | Required: No |
| Day | Day__c |
Picklist | Indicates which day the Union Rule is for | Picklist values: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday |
| Holiday | Holiday__c |
Checkbox | Indicates if the rule is for a holiday | Default: False |
| Locked | Locked__c |
Checkbox | Indicates if the Union Rule is locked | Formula: Time_Rule_Set__r.Locked__c = true |
| Time Type | Time_Type__c |
Lookup (Time Type) | Identifies the Time Type for the Union Rule | Lookup Options: Prevent deletion of referenced record. Filter: Active equals True |
| Threshold | Threshold__c |
Number(2,2) | Max hours allowed for the specified Time Type | Required: Yes |
Union Rule Sets
A Union Rule Set is a collection of Union Rules that will be assigned to a Union. Once a Union Rule Set is assigned to a Union (and the assignment is within the date criteria), the Locked field is automatically set to true via a Flow. A locked Union Rule Set cannot be modified — Union Rules cannot be added or deleted.
Fields
The custom fields for the Union Rule Set object are listed in the table below:
| Label | API Name | Data Type | Description | Required |
|---|---|---|---|---|
| Union Name | Name |
Text(80) | The name of the Union | Yes |
| Description | Description__c |
Text Area (255) | Description for the Union | No |