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 standard fields on the run integration rule page.
Key: * – Mandatory field
| Field | Description | ||
|---|---|---|---|
| Integration Rule Name | * | Name of the integration rule that maps the fields on the source and target objects. |
For each source field selected, the operator and value are mandatory.
| Field | Description |
|---|---|
| Source Field | Field you want to use to set filter criteria to select records for processing. |
| Operator | The mathematical or logical operation used on the filter. |
| Value | The value for the filter. |
| Button | Description |
|---|---|
| Run | Generates and posts sales invoices or cash entries using the data on the records in the source object(s). You are notified of the success or failure of this operation. |
| Cancel | Cancels the current session without creating sales invoices or cash entries. |
Related Concepts
Related Tasks
Creating Integration Rules - Type 1
Creating Integration Rules - Type 2
Automatically Generating Sales Invoices
Automatically Generating Cash Entries
Reference