Cash Flow Party Income and Expense FlexCards
The cash flow FlexCards show cash flow summary, graph, and income and expenses.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
FSCCashFlow FlexCard
The FSCCashFlow FlexCard shows a cash flow summary, graph, and income and expenses. This is the top-level FlexCard that you can add to a Household or Account record page.
Data Source: FSCCashFlow_CalculateIncomeExpenseSummary Integration Procedure
Child FlexCards:
- FSCCashFlowIncomeExpenseCards
- FSCCashFlowIncomeListView
- FSCCashFlowExpenseListView
Calls:
- FSCCashFlow_CalculateIncomeExpenseSummary Integration Procedure
FSCCashFlowIncomeExpenseCards FlexCard
Display income and expense summary for the selected time frame.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlow
FSCCashFlowIncomeListView FlexCard
Display party income records associated with a person account, household account, or party relationship group.
Data Source: FSCCashFlow_RetrieveIncome Integration Procedure
Parent FlexCards: FSCCashFlow
Child FlexCard: FSCCashFlowIncomeListRow
Calls:
- FSCCashFlow_RetrieveIncome Integration Procedure
- FSCCashFlowRemoveDuplicateIncomeExpenseRecords Data Mapper
- FSCCashFlowAddPartyIncome OmniScript
FSCCashFlowAddPartyIncome FlexCard
Add party income.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlow
Child FlexCards:
- FSCCashFlowDisplayPartyIncomeHeaders
- FSCCashFlowDisplayPartyIncomeRows
FSCCashFlowDisplayPartyIncomeHeaders FlexCard
Display party income column header.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowAddPartyIncome
FSCCashFlowIncomeListRow FlexCard
Display income record values.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowIncomeListView
FSCCashFlowDeleteIncome FlexCard
Delete party income record.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowIncomeListView FlexCard
Calls:
- FSCCashFlow_DeleteIncomeRecord Integration Procedure
FSCCashFlowEditIncome FlexCard
Edit party income record.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowIncomeListView
Calls:
- FSCCashFlow_SavePartyIncome Integration Procedure
FSCCashFlowDisplayPartyIncomeRows FlexCard
Display party income rows.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowAddPartyIncome
FSCCashFlowExpenseListView FlexCard
Display party expense records associated with a person account, household account, or party relationship group.
Data Source: FSCCashFlow_RetrieveExpenseForRecordId Integration Procedure
Parent FlexCard: FSCCashFlow
Calls:
- FSCCashFlow_RetrieveExpenseForRecordId Integration Procedure
- FSCCashFlowRemoveDuplicateIncomeExpenseRecords Data Mapper
FSCCashFlowAddPartyExpense FlexCard
Display party expense fields.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowIncomeExpenseCards FlexCard
Child FlexCard:
- FSCCashFlowDisplayPartyExpenseHeaders
- FSCDisplayPartyExpenseRows
Calls:
- FSCCashFlowAddPartyExpense OmniScript
FSCCashFlowDisplayPartyExpenseHeader FlexCard
Display party expense column header.
Data Source: Same as parent.
Parent FlexCard(s): FSCCashFlowAddPartyExpense
FSCCashFlowExpenseListRow FlexCard
Display expense record values.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowExpenseListView
FSCCashFlowDeleteExpense FlexCard
Delete expense record.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowExpenseListView FlexCard
Calls:
- FSCCashFlow_DeleteExpense Integration Procedure
FSCCashFlowEditExpense FlexCard
Edit expense record.
Data Source: Same as parent.
Parent FlexCard: FSCCashFlowExpenseListView FlexCard
Calls:
- FSCCashFlow_SavePartyExpense Integration Procedure
FSCCashFlowDisplayPartyExpenseRows FlexCard
Display party expense rows.
Data Source: Same as parent.
Parent FlexCard: FSCDisplayPartyExpenseRows
