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Integration Rule Fields

This topic relates to the first generation of Integration Rules. Contact your FinancialForce representative for information about the suitability and availability of the next generation of integration rules (ClickLink).

Here is a description of the fields that together make up an integration rule.

Key: R – Read-only in all contexts ; * – Mandatory field; B – Type 2b Rules (Custom Buttons) only
The number indicates the number of characters that are allowed in this text field, where appropriate.

Field			Description
Description		255	Description of this integration rule.
Name	*	80	Unique name for the integration rule.
Show Button Code	R	B	Expander panel that displays the JavaScript code needed to create the custom button on the source object that will be used to create sales invoices or credit notes.

Master Object

Key: A – Type 2a, 2b (optional) Type 2c (mandatory); C – Cash Entry only

Field			Description
Document Number	A		Source object field to be updated with the document number for each record which is processed. The selected field must be of type "Lookup Relationship".
Multi-line Cash Entry		C	Indicates that you want to create a single, multi-line cash entry, as opposed to individual cash entries for each record in the custom object.
Processed Indicator	A		Source object field that indicates if a record has been processed. The selected field must be of type "Checkbox".
Source Object			Object from which you want to retrieve data.
Target Object			FinancialForce object to receive the data, or sales invoice or credit note object on which you want to make custom fields available.

Master Object Fields

Type 1

Key: E – Read access must be enabled as well.

Field		Description
Target Field		Field which you want to make available for reading, writing or printing.
For Reading		Indicates that you want to enable read access for the target field on the target object in FinancialForce and for applications that use the API.
For Writing	E	Indicates that you want to enable write access for the target field on the target object in FinancialForce and for applications that use the API.
For Printing		Indicates that you want to show this field and its value on printed sales documents.

Note: Note

FinancialForce Print Formatter and FinancialForce XL both use the FinancialForce API to manipulate data.

Type 2

Field	Description
Source Field	Field on the master object from which you want to retrieve the information.
Target Field	Field into which you want information inserted.

Detail Object

Field	Description
Source Detail Object	Object from which you want to retrieve data.
Target Detail Object	FinancialForce object to receive the data, or sales invoice or credit note line item object on which you want to make custom fields available.

Detail Object Fields

Type 1

Key: E – Read access must be enabled as well.

Field		Description
Target Field		Field which you want to make available for reading, writing or printing.
For Reading		Indicates that you want to enable read access for the target field on the target detail object in FinancialForce and for applications that use the API.
For Writing	E	Indicates that you want to enable write access for the target field on the target detail object in FinancialForce and for applications that use the API.
For Printing		Indicates that you want to show this field and its value on printed sales documents.