Financial Goals OmniScripts
The Financial Goals OmniScripts implement the Add Goal button on the FinancialGoals FlexCard, the edit and delete items on the Goal FlexCard instances, and the Edit button on the GoalMembers FlexCard.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
CreateFinancialGoal OmniScript
Diplays a three-page process for creating a financial goal. Prompts for financial goal details, prompts for members and lets you search for them, then saves the goal details and member list.
Called By: FinancialGoals FlexCard, Create action
Calls:
- FinancialGoalDetails OmniScript
- FinancialGoalMembers OmniScript
- FinancialGoalFunding OmniScript
- SaveFinancialGoalsAndGoalParties Integration Procedure
- FSCCreateGoalFundingList Data Mapper Transform
- SaveFinancialGoalFunding Integration Procedure
EditFinancialGoal OmniScript
Displays a three-page process for editing a financial goal. Retrieves the goal details and member list, presents the details for editing, presents the member list for editing, then saves the goal details and member list.
Called By: Goal FlexCard, Edit action
Calls:
- GetGoalDetails Integration Procedure
- GetMembersOfGoal Integration Procedure (see Integration Procedures for Financial Goals FlexCards)
- FinancialGoalDetails OmniScript
- FinancialGoalMembers OmniScript
- FinancialGoalFunding OmniScript
- SaveFinancialGoalsAndGoalParties Integration Procedure
- FSCCreateGoalFundingList Data Mapper Transform
- SaveFinancialGoalFunding Integration Procedure
EditGoalMembers OmniScript
Presents a one-page process for editing financial goal members. Retrieves the member list, presents the member list for editing, then saves the edited member list.
Called By: GoalMembers FlexCard, Action action
Calls:
- GetMembersOfGoal Integration Procedure (see Integration Procedures for Financial Goals FlexCards)
- FinancialGoalMembers OmniScript
- SaveGoalPartyChanges Integration Procedure
FinancialGoalDetails OmniScript
Displays key Financial Goal fields and lets users enter or edit them.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
Calls:
- fschousehold.FSCGoalService.FinancialGoalPriority Apex class and method
- fschousehold.FSCGoalService.FinancialGoalStatus Apex class and method
FinancialGoalMembers OmniScript
Lets users search for Person Accounts to add as members and displays any existing members. Also lets users remove members.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
- EditGoalMembers OmniScript
Embeds:
- FSCMembersTableHeader FlexCard
- FSCMembersTableBody FlexCard
Calls:
- FSCSearchFinancialGoalMembers Data Mapper Extract
- GetNewMember Integration Procedure
- GetAddedAndDeletedMembers Integration Procedure
FinancialGoalFunding OmniScript
Associate a financial goal to a financial account.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
Embeds: FinancialAccount FlexCard
Calls:
- GetAccountIds Integration Procedure
- GetActiveFinancialAccounts Integration Procedure
DeleteFinancialGoal OmniScript
Presents a confirmation prompt, then removes the financial goal using a Delete Action within the OmniScript.
Called By:
- Goal FlexCard, Remove action
