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 the sales invoice, sales credit note, payable invoice, payable credit note, or journal object on which you want to make custom fields available. When the target object is payable invoice or payable credit note, an Additional Detail Object section is displayed because payable documents have two line types (expense lines and product lines).
Master Object Fields
Type 1
Key: E – Read access must also be enabled.
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.
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 the sales invoice line item, sales credit note line item, payable invoice expense line, payable credit note expense line, or journal line item object on which you want to make custom fields available.
Detail Object Fields
Type 1
Key: E – Read access must also be enabled.
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.
Type 2
Field
Description
Source Field
Field on the detail object from which you want to retrieve the information.
Target Field
Field into which you want information inserted.
Additional Detail Object
When the target object in the Master Detail section is Payable Invoice or Payable Credit Note, this additional section is available because payable documents have two line types (expense lines and product lines).
Field
Description
Additional Target Detail Object
The payable invoice or payable credit note line item object on which you want to make custom fields available.
Additional Detail Object Fields
Type 1
Key: E – Read access must also be enabled.
Field
Description
Target Field
Field which you want to make available for reading or writing.
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.
New Line