finWorkflowTypeItem Class

Represents a Workflow Type Item.
Implements I_ISDirty, I_ISUndoableEdit, I_ISObjectName

Methods

Name Description
AcceptChanges System Use Only
BeginEdit System Use Only
CancelEdit System Use Only
Clear Clear details.
Clone Create a Clone of this item.
CreateParameters System Use Only Create an ISParameters object based on this item's custom Parameters.
FromXmlString Populates object from an XML string.
GetObjectName
HasSuccessOutcomeItem
IsValid Check to see if this Item is valid.
ToXmlString Persists Item to an XML string.
UpdateFromWorkflowItem System Use Only

Properties

Name Description
AccountAppStatusSub The value to update an Account Application's Sub-Status to.
AccountAppStatusSubUpdate Indicates whether to update an Account Application's Sub-Status upon successful completion of this item.
AllocateToSupervisor Indicates whether this 'Allocate to User' type Item should allocate to the Workflow User's Supervisor.
AllowNotApplicable Indicates whether this Item can be flagged as 'Not Applicable'.
AllowUserEdit Indicates whether this Item can be Edited by Users once the Workflow is created.
Automatic Indicates whether this Item will be run Automatically ie. the User does not initiate running of it.
BalanceFrom The Value the Account Balance must be FROM.
BalanceFromIsBlank Indicates there is no From Balance defined (the equivalent of -999999999999999).
BalanceTest Indicates whether the Rule should carry out a Balance test.
BalanceTo The Value the Account Balance must be TO.
BalanceToIsBlank Indicates there is no To Balance (the equivalent of 999999999999999).
BankAccountEnquiryDocumentType The Document Type to generate for Bank Account Enquiries.
BankAccountEnquiryDocumentTypeText The Document Type to generate for Bank Account Enquiries in its String representation.
BankAccountEnquiryReviewPreventActionIfNotAvailable Indicates whether this Bank Account Enquiry Review Item can be actioned if no Bank Account Enquiry report is available.
ContractualOverdueApplySmallOverdueThreshold Indicates whether the Rule should apply the small ContractualOverdue threshold to the ContractualOverdue calculations.
ContractualOverdueDaysFrom The number of Days the Account must be Contractual Overdue FROM.
ContractualOverdueDaysFromIsBlank Indicates there is no from Contractual Overdue Days defined (the equivalent of 0).
ContractualOverdueDaysTo The number of Days the Account must be Contractual Overdue TO.
ContractualOverdueDaysToIsBlank Indicates there is no To Contractual Overdue Days defined (the equivalent of 9999).
ContractualOverdueTest Indicates whether the Rule should carry out Contractual Overdue tests
ContractualOverdueValueFrom The Value the Account must be Contractual Overdue FROM.
ContractualOverdueValueFromIsBlank Indicates there is no From Contractual Overdue Value defined (the equivalent of -999999999999999).
ContractualOverdueValueTo The Value the Account must be Contractual Overdue TO.
ContractualOverdueValueToIsBlank Indicates there is no To Contractual Overdue Value defined (the equivalent of 999999999999999).
CreditLimitFrom The Value the Account Credit Limit 1 must be FROM.
CreditLimitFromIsBlank Indicates there is no From Credit Limit defined (the equivalent of -999999999999999).
CreditLimitTest Indicates whether the Rule should carry out a Credit Limit test.
CreditLimitTo The Value the Account Credit Limit 1 must be TO.
CreditLimitToIsBlank Indicates there is no To Credit Limit (the equivalent of 999999999999999).
DecisionCardId The Id of this Item's Decision Card.
DecisionCardPk The primary key of this Item's Decision Card.
Description The Description of this Item.
DescriptionShort A Short Description of this Item.
DocumentClients The Account Clients that this Email or SMS type Document must be able to be sent to for this item to be completed.
DocumentClientsText The Account Clients in its String representation.
DocumentId The Id of this Item's Document.
DocumentPk The primary key of this Item's Document.
DocumentPublishImmediately Indicates whether this Document should be published immediately if possible (this is only possible when the Workflow is running via the User Interface).
DocumentSendToBranch Indicates whether this Email or SMS type Document should be sent to the associated Branch.
DocumentSendToBroker Indicates whether this Email or SMS type Document should be sent to the associated Broker.
DocumentSendToBrokerEmployee Indicates whether this Email or SMS type Document should be sent to the associated Broker Employee (Workflow Type Version 2 and above only).
DocumentSendToDealer Indicates whether this Email or SMS type Document should be sent to the associated Dealer.
DocumentSendToDealerEmployee Indicates whether this Email or SMS type Document should be sent to the associated Dealer Employee (Workflow Type Version 2 and above only).
EmailHtml Indicates whether this Email type Document should be sent in HTML format.
EmailMessageTarget The Message Target for Email type Documents.
EmailMessageTargetText The Message Target for Email type Documents in its String representation.
FlagColour The new Flag Colour for the Workflow upon successful completion of this item.
FlagColourUpdate Indicates whether to update the Flag Colour for the Workflow upon successful completion of this item.
GenerateItemPerClient Indicates whether to generate this item for each Account Client or Account Application Applicant.
GenerateItemPerClientAccountRoles A range of Account Roles to filter by when generating this item for each Account Client or Account Application Applicant.
GenerateItemPerClientAccountSignatory Determines whether when generating items per client, whether to filter on the Account Client's 'AccountSignatory' property.
GenerateItemPerClientAccountSignatoryText The Generate Item Per Client Account Signatory property in its String representation.
GenerateItemPerClientApplicantUsed Determines whether when generating items per Client (Applicant), whether to filter on the Applicant's 'Used' state.
GenerateItemPerClientApplicantUsedText The Generate Item Per Client Applicant Used property in its String representation.
GenerateItemPerClientGroupConsecutive Indicates whether, when generating this item for each Account Client or Account Application Applicant, consecutive items that are also flagged to generated for each Account Client or Account Application Applicant are created prior to repeating the items.
GenerateItemPerClientSecurityParty Determines whether when generating items per client, whether to filter on the Account Client's 'SecurityParty' property.
GenerateItemPerClientSecurityPartyText The Generate Item Per Client Security Party property in its String representation.
GenerateItemPerClientSendDocuments Determines whether when generating items per client, whether to filter on the Account Client's 'SendDocuments' property.
GenerateItemPerClientSendDocumentsText The Generate Item Per Client Send Documents property in its String representation.
GroupItemsClearRecallDate Indicates whether, when completed, items in this Item Group clear the Workflow's Recall Date (Version 2 type Workflows only; Version 1 type Workflows clear the Recall Date regardless).
GroupWithPrevious Indicates whether this Item should be Grouped with the Previous item i.e. it will only be executed if the previous item could not.
HasUnclearedFunds Indicates whether the to test whether an Account has Uncleared Funds when performing an Uncleared Funds test.
Hidden Indicates whether this item should be hidden in Summary Pages.
HiddenWhenComplete Indicates whether this item should be hidden in Summary Pages, even when Complete.
HtmlWidgetCustomise Indicates whether this HTML Widget's Parameters are Customised.
HtmlWidgetId The Id of this HTML Widget type Menu Item (the Id of a system-supplied HTML Widget).
HtmlWidgetParameters Read-Only A collection of HTML Widget Script Parameters.
HtmlWidgetScriptId The Id of this Item's HTML Widget Script.
HtmlWidgetScriptPk The primary key of this Item's HTML Widget Script.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
ItemGroupNaSequential Indicates whether items in this Item Group must be flagged as 'Not Applicable' Sequentially, i.e., only when they are the current item.
ItemGroupSequential Indicates whether items in this Item Group must be completed Sequentially.
ItemId The Id of this Item.
ItemParameters Read-Only A collection of Item Parameters, e.g. for an HTML Widget type Script or Document.
ItemParametersCustomise Indicates whether Item Parameters are used.
ItemType The Item Type.
ItemTypeText The Item Type in its String representation.
Items Read-Only A collection of Workflow Type Items or Nothing if this is not a Group type Item.
LogActionPeriod The Period after which to Action Logs.
LogActionPeriodDescription Read-Only A text description of the Log Action Period.
LogDelegateAction The Log Delegation Action.
LogDelegateActionText The Log Delegation Action in its String representation.
LogDelegateToRoleId The Id of the Role to Delegate Logs to.
LogDelegateToRolePk The primary key of the Role to Delegate Logs to.
LogDelegateToUserId The Id of the User to Delegate Logs to.
LogDelegateToUserPk The primary key of the User to Delegate Logs to.
LogNotes The Log Notes for Log and Document type items.
LogSeverityId The Id of this Document or Log type item's Log Severity.
LogSeverityPk The primary key of this Document or Log type item's Log Severity.
LogSubject The Log Subject for Log and Document type items.
MonitorCategoryAId The Id of the new Monitor Category A.
MonitorCategoryAMonitored Indicates whether the Rule should test whether Monitor Category A is currently Monitored.
MonitorCategoryAMonitoredDays The number of days since Monitor Category A was moved into the current Category.
MonitorCategoryAMonitoredRange The Range into which Monitor Category A must fall for this Rule to pass.
MonitorCategoryANotMonitored Indicates whether the Rule should test whether Monitor Category A is currently Not Monitored.
MonitorCategoryAPk The Primary Key of the new Monitor Category A.
MonitorCategoryATest Indicates whether the Rule should carry out Monitor Category A tests.
MonitorCategoryAUpdate Indicates whether to update Monitor Category A for the Account upon successful completion of this item.
MonitorCategoryBId The Id of the new Monitor Category B.
MonitorCategoryBMonitored Indicates whether the Rule should test whether Monitor Category B is currently Monitored.
MonitorCategoryBMonitoredDays The number of days since Monitor Category B was moved into the current Category.
MonitorCategoryBMonitoredRange The Range into which Monitor Category B must fall for this Rule to pass.
MonitorCategoryBNotMonitored Indicates whether the Rule should test whether Monitor Category B is currently Not Monitored.
MonitorCategoryBPk The Primary Key of the new Monitor Category B.
MonitorCategoryBTest Indicates whether the Rule should carry out Monitor Category B tests.
MonitorCategoryBUpdate Indicates whether to update Monitor Category B for the Account upon successful completion of this item.
MonitorCategoryCId The Id of the new Monitor Category C.
MonitorCategoryCMonitored Indicates whether the Rule should test whether Monitor Category C is currently Monitored.
MonitorCategoryCMonitoredDays The number of days since Monitor Category C was moved into the current Category.
MonitorCategoryCMonitoredRange The Range into which Monitor Category C must fall for this Rule to pass.
MonitorCategoryCNotMonitored Indicates whether the Rule should test whether Monitor Category C is currently Not Monitored.
MonitorCategoryCPk The Primary Key of the new Monitor Category C.
MonitorCategoryCTest Indicates whether the Rule should carry out Monitor Category C tests.
MonitorCategoryCUpdate Indicates whether to update Monitor Category C for the Account upon successful completion of this item.
Notes Help Notes for this Item.
OutcomeItems Read-Only A collection of Outcome Items for Item Group and Question type items.
OverdueApplySmallOverdueThreshold Indicates whether the Rule should apply the small overdue threshold to the Overdue calculations
OverdueDaysFrom The number of Days the Account must be Overdue FROM.
OverdueDaysFromIsBlank Indicates there is no from Days defined (the equivalent of 0).
OverdueDaysTo The number of Days the Account must be Overdue TO.
OverdueDaysToIsBlank Indicates there is no To Days defined (the equivalent of 9999).
OverdueTest Indicates whether the Rule should carry out Overdue tests
OverdueValueFrom The Value the Account must be Overdue FROM.
OverdueValueFromIsBlank Indicates there is no From Value defined (the equivalent of -999999999999999).
OverdueValueTo The Value the Account must be Overdue TO.
OverdueValueToIsBlank Indicates there is no To Value defined (the equivalent of 999999999999999).
PageSetId The Id of this Item's Page Set.
PageSetPk The primary key of this Item's Page Set.
Parameters Read-Only A collection of Parameters to use in place of Status Notes.
Parent
Period The Period to wait for Wait and Review type items or the Period to set the Recall Date to when Allocating to a User.
PeriodDescription Read-Only A text description of the Wait/ Review Period.
PeriodWorkingDays Indicates whether the Period, if specified as a number of days, refers to 'Working Days'.
PeriodWorkingDaysCalendarType The Calendar Type to use if PeriodWorkingDays is True.
PeriodWorkingDaysCalendarTypeText The Period Calendar Type in its String representation.
PermissionKeyAction The Permission Key required to Action this Item.
PermissionKeyReset The Permission Key required to Reset this Item.
PermissionKeySkip The Permission Key required to Skip/ Unskip this Item (User Interface only).
ProcessWorkflowOnNotApplicable Indicates whether to Process the Workflow (from the User Interface only) if this Item is flagged as 'Not Applicable' and the item was the Current Item.
ServiceAlwaysUseIndividual Indicates whether Services such as Credit Enquiries should always perform an Individual Enquiry, even on Organisation type Clients.
ServiceId The Service Id to use by default for the following item types: Bank Account Enquiry, Credit Enquiry, Security Enquiry.
ShowLogFeePage Indicates whether to show the Log Fee Page for Log and Outgoing Communication type items.
StatusNotesEntryMethod The Entry Method for Status Notes.
StatusNotesEntryMethodText The Status Notes Entry Method in its String representation.
StatusNotesTemplate The Template Status Notes used if StatusNotesEntryMethod is 'TextNotes'.
TemplateMessage The Template Message used for SMS and Email Documents.
TemplateSubject The Template Text used for Email Documents.
TestDescription Read-Only A Description of the conditions that apply to this 'Test' type item.
UnclearedFundsTest Indicates whether the Rule should carry out an Uncleared Funds test.
UserId The Id of this Item's User.
UserPk The primary key of this Item's User.
WaitPeriodBase The Base Period for Wait and Review items.
WaitPeriodBaseText The Period Type in its String representation.
WorkflowType Read-Only The parent Workflow Type.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0