Purpose

Use this field to track the forecast adjustment review status or value on Employee records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.

Key fields

FieldWhat it meansWhere the value comes from
Invoice Queue Automation Review DateStores the value used by Invoice Queue AutomationUser entry, workflow update, or script update

Behavior

AreaSetting
UI accessAvailable on selected forms
Search/list visibilityAvailable for saved searches
Store valueYes
Record typeEmployee

Operational notes

  • Review saved searches before changing the field label or default value.
  • Check scripts and workflows linked below before changing validation rules.
  • Keep the field visible on forms used by the process owner.

This object references:

Technical reference

Record identity

ItemValue
Record nameInvoice Queue Automation Review Date
Script IDcustbody_demo_forecast_adjustment_review_45
Object typeTransaction Body Custom Field
Source XMLObjects/custbody_demo_forecast_adjustment_review_45.xml

Project assignment

ItemValue
Primary projectInvoice Queue Automation
Record typesEmployee