Omnistudio Data Mappers for Financial Goals OmniScripts
The Financial Goals OmniScripts depend on the following Data Mappers.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
FSCSearchFinancialGoalMembers Data Mapper Extract
Lets users search for Person Accounts to add to the financial goal member list.
Called By:
- FinancialGoalMembers OmniScript
FSCGetGoalDetails Data Mapper Extract
Retrieves a financial goal and its members.
Called By:
- GetGoalDetails Integration Procedure
FSCGetMemberInfo Data Mapper Extract
Retrieves name, household, and contact details for a member.
Called By:
- GetMemberDetails Integration Procedure
FSCConvertObjectToList Data Mapper Transform
Converts a single object to a single list item.
Called By:
- GetNewMember Integration Procedure
FSCSaveGoal Data Mapper Load
Saves a new or edited financial goal.
Called By:
- SaveFinancialGoalsAndGoalParties Integration Procedure
FSCSaveGoalParty Data Mapper Load
Saves a financial goal’s reference to a member. (The Integration Procedure calls this Data Mapper once for each member.)
Called By:
- SaveFinancialGoalsAndGoalParties Integration Procedure
- SaveGoalPartyChanges Integration Procedure
FSCGetGoalPartyId Data Mapper Extract
Retrieves the ID of a removed member so its reference can be deleted. (The Integration Procedure calls this Data Mapper once for each removed member.)
Called By:
- SaveFinancialGoalsAndGoalParties Integration Procedure
- SaveGoalPartyChanges Integration Procedure
FSCCreateGoalFundingList Data Mapper Transform
Formats the list of Financial Accounts related to the Financial Goal.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
FSCSaveFinancialAccount Data Mapper Transform
Transforms Financial Account data to a format in which it can be saved.
Called By:
- FinancialAccount FlexCard
FSCGetAllFinancialAccounts Data Mapper Turbo
Retrieves all custom Financial Account objects.
Called By:
- GetActiveFinancialAccounts Integration Procedure
FSCTransformBalanceToCurrency Data Mapper Transform
Transforms a Financial Account balance from a number data type to a currency data type.
Called By:
- GetActiveFinancialAccounts Integration Procedure
FSCGetFinancialAccountsForFinancialGoals Data Mapper Turbo
Retrieves custom Financial Account objects related to selected Financial Goals.
Called By:
- GetActiveFinancialAccounts Integration Procedure
- SaveFinancialGoalFunding Integration Procedure
FSCGetFinancialAccountOwners Data Mapper Turbo
Retrieves the owner of a custom Financial Account object.
Called By:
- GetGoalDetailsForFinancialAccount Integration Procedure
