SECTIONSCustom Actions
Custom actions, also known as invocable methods, provide a user-friendly way to call API functionality via a user interface.
Each Certinia custom action resides in an Apex class that calls an API method. You can use these actions in Salesforce Flow Builder to call an API method to execute Apex code. See the Salesforce Help for more information.
Invocable Methods for Project Creation or when Adding Records to an Existing Project
When creating a project or adding records to an existing project, you can use the following custom actions.
| Apex Class | Purpose | API Method |
|---|---|---|
| RSDeleteAction | Deletes revenue schedules from their respective source records. | deleteRevenueSchedulesFromSourceRecords |
| RSGenerateAction | Generates revenue schedules based on the data in the source records. | generateRevenueSchedulesFromSourceRecords |
| RSSelectAction | Selects and retrieves specific revenue schedules based on defined filters. | selectRevenueSchedulesByFilters |
| RSSynchronizeAction | Synchronizes existing revenue schedules with their corresponding source records. | synchronizeRevenueSchedulesFromSourceRecords |