A tenant-authored presentation tree for one statement type, intended to let a company reorder, rename or regroup statement lines without touching the Schedule III mapping held on the chart of accounts. It owns an ordered set of layout nodes and is scoped to a single company. Important caveat: the shipped statement engine derives its groupings from each GL account's own Schedule III classification and does not read these rows, so a layout stored here does not currently change rendered statement output.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
Format | Format | Text | | Whether the tree is intended to print in the stacked vertical presentation or the side-by-side horizontal one; it defaults to vertical. The single-statement generators accept the same choice as a runtime argument, independently of this stored preference. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | |
IsDefault | Is Default | Boolean | | |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | GL Account Name | Text, unique | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
StatementTypeName | Statement Type Name | Text | | Which statement the tree is meant to shape, one of balance sheet, profit and loss, cash flow or trial balance. It selects the intended target rather than triggering any rendering by itself. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
