Each Script requires a unique code of up to twenty characters. A short but meaningful code is best.
Tick if the Script is active.
Enter a description for the Script. This should be a description that easily identifies the Script.
There are several different Script Types. Each Type defines what the script can do, and whether it relates to an object or where it can be used.
Type | Description |
---|---|
General | Can be used for any purpose. The objects it will affect are defined in the Script Code. |
General (User Interface) | Used to change the User Interface, generally to add or remove fields from a User's view. |
HTML Report | Creates an HTML Report that can be viewed from the Report Explorer. |
Action | Action Scripts have no defined purpose. They can perform whatever action they like on the object that is passed to them and have access to the User Interface and Report Layers as well as the finPOWER Connect Business Layer. |
Filter | Can be used to filter folders in the Task Manager. |
Message Handler | Customise the finPOWER Connect Message Handler interface. |
Summary Page | Generates an HTML page displaying information about the object to which they relate. |
Summary Page (Search) | Generates an HTML Search grid relating to the Object being searched. |
Summary Text | Used to change the text in the Header Bar at the top of a form. |
Object Events | Runs when a specified Event occurs when processing an Object, e.g. a 'CalculateInterest' script will run when the Calculate Button is pressed in the New Account wizard. |
Document Events | Runs when a specified Event occurs when producing a Document. |
Queue Events | Used to manage the processing of Queues. |
Report Template Events | Runs when a specified event occurs when producing a Report Template. |
Phone Dial | Allows users to run a script when dialing a number from within finPOWER Connect. |
Wizard Validator | Used to perform a validation function when running a wizard, e.g. can be set to validate Withdrawals from an Account. |
Scalar Function | |
Function Library |
The finPOWER Connect object to which the script relates, e.g. Account, Client, Client.Logs
An optional method of grouping scripts together, e.g. you might use the Category to group Summary Page scripts separately from Event scripts.
Select the Scripting Language you wish to use, either Visual Basic or CSharp.
Enter the number of seconds the script should be allowed to run before finPOWER Connect times out.
Enter any notes applicable to the Script.