Actions of Folio Cloud Customer Relationship Management (FSCFOLIOCLOUDCRM@1.1001)

ReferenceName
FSCFOLIOCLOUDCRM@1.1001:AttrImportTypesSet
FSCFOLIOCLOUDCRM@1.1001:AttrMailMergeTemplatesSetWrapper
FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityProbabilitySetWrapper
FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityStatesSet
FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet
FSCFOLIOCLOUDCRM@1.1001:BuildCreateContactMenu
FSCFOLIOCLOUDCRM@1.1001:BuildCreateMailMergeMenu
FSCFOLIOCLOUDCRM@1.1001:BuildImportDataMenu
FSCFOLIOCLOUDCRM@1.1001:CreateAccountWizard
FSCFOLIOCLOUDCRM@1.1001:CreateAddresseeListWizard
FSCFOLIOCLOUDCRM@1.1001:CreateCRMFolderWizard
FSCFOLIOCLOUDCRM@1.1001:CreateCampaignWizard
FSCFOLIOCLOUDCRM@1.1001:CreateContact
FSCFOLIOCLOUDCRM@1.1001:CreateContactPersonWizard
FSCFOLIOCLOUDCRM@1.1001:CreateContactSelected
FSCFOLIOCLOUDCRM@1.1001:CreateLeadWizard
FSCFOLIOCLOUDCRM@1.1001:CreateMailMergeWizard
FSCFOLIOCLOUDCRM@1.1001:CreateOpportunityWizard
FSCFOLIOCLOUDCRM@1.1001:CreateSalesEventWizard
FSCFOLIOCLOUDCRM@1.1001:CreateSalesTaskWizard
FSCFOLIOCLOUDCRM@1.1001:GetCampaignTypeCount
FSCFOLIOCLOUDCRM@1.1001:GetCampaignTypeVolume
FSCFOLIOCLOUDCRM@1.1001:GetCountryCount
FSCFOLIOCLOUDCRM@1.1001:GetCountryVolume
FSCFOLIOCLOUDCRM@1.1001:GetProductCount
FSCFOLIOCLOUDCRM@1.1001:GetProductVolume
FSCFOLIOCLOUDCRM@1.1001:GetReportQueryWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportSettingsWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportTemplateWrapper
FSCFOLIOCLOUDCRM@1.1001:GetRequiredCampaignTypeCategories
FSCFOLIOCLOUDCRM@1.1001:GetRequiredCountryCategories
FSCFOLIOCLOUDCRM@1.1001:GetRequiredProductCategories
FSCFOLIOCLOUDCRM@1.1001:GetRequiredSalesPersonCategories
FSCFOLIOCLOUDCRM@1.1001:GetSalesCalendarItemsWrapper
FSCFOLIOCLOUDCRM@1.1001:GetSalesFunnelData
FSCFOLIOCLOUDCRM@1.1001:GetSalesPersonCount
FSCFOLIOCLOUDCRM@1.1001:GetSalesPersonVolume
FSCFOLIOCLOUDCRM@1.1001:GetSalesVolume
FSCFOLIOCLOUDCRM@1.1001:ImportCSVWizard
FSCFOLIOCLOUDCRM@1.1001:ImportContact
FSCFOLIOCLOUDCRM@1.1001:ImportDataCSV
FSCFOLIOCLOUDCRM@1.1001:LogContactWrapper
FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettings
FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettingsSelected
FSCFOLIOCLOUDCRM@1.1001:OpenSalesFunnelChart
FSCFOLIOCLOUDCRM@1.1001:PrepareDataImportControlData Import Control
FSCFOLIOCLOUDCRM@1.1001:ProcessDuplicatesWrapper

FSCFOLIOCLOUDCRM@1.1001:AttrImportTypesSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:AttrMailMergeTemplatesSetWrapper

Set list of mail merge templates

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityProbabilitySetWrapper

Wrapper for retrieving the probability of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityStatesSet

Set the list of available opportunity states of the CRM folder

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet

Set the list of available report templates of the CRM folder

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:BuildCreateContactMenu

Display the "Create Contact" menu only if contact is not in contact list yet

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:BuildCreateMailMergeMenu

Display the "Create Mail Merge" menu only if valid objects are selected

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:BuildImportDataMenu

Display the "Import" menu only for certain lists of a CRM folder

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:CreateAccountWizard

Create account in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolAccount
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateAddresseeListWizard

Create addressee list in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolAddresseeList
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateCRMFolderWizard

Create CRM folder in team room

Additional Information

Symbol: COODESK@1.1:SymbolCRMFolderNew
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateCampaignWizard

Create campaign in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolBarChart
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateContact

Create contact from contact person

Additional Information

Symbol: COODESK@1.1:SymbolUser
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateContactPersonWizard

Create contact person in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolContactPerson
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateContactSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCLOUDCRM@1.1001:CreateContact
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateLeadWizard

Create lead in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolLead
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateMailMergeWizard

Create a new mail merge

Additional Information

Symbol: COODESK@1.1:SymbolBulkLetterNew
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateOpportunityWizard

Create opportunity in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolOpportunity
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateSalesEventWizard

Create sales event in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolSalesEvent
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:CreateSalesTaskWizard

Create sales task in CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolSalesTask
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:GetCampaignTypeCount

Get count for items of a particular campaign type
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetCampaignTypeVolume

Get volume for items of a particular campaign type
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categorynameCOOSYSTEM@1.1:STRINGinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetCountryCount

Get count for items of a particular country
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetCountryVolume

Get volume for items of a particular country
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categorynameCOOSYSTEM@1.1:STRINGinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetProductCount

Get count for items of a particular product
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetProductVolume

Get volume for items of a particular product
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categorynameCOOSYSTEM@1.1:STRINGinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetReportQueryWrapper

Get the objects for a report
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
conditionsCOOSYSTEM@1.1:DICTIONARYinfalse
queryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetReportSettingsWrapper

Get settings for generating a report
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERoutfalse
useweightedCOOSYSTEM@1.1:BOOLEANoutfalse
otherstringCOOSYSTEM@1.1:STRINGoutfalse
countriesCOOSYSTEM@1.1:OBJECTLISToutfalse
salespersonsCOOSYSTEM@1.1:OBJECTLISToutfalse
campaigntypesCOOSYSTEM@1.1:OBJECTLISToutfalse
productgroupsCOOSYSTEM@1.1:STRINGLISToutfalse
industriesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:GetReportTemplateWrapper

Get report template from CRM folder or CRM dashboard
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
templateCOOSYSTEM@1.1:CONTENToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetRequiredCampaignTypeCategories

Get distinct categories for campaign type dimension
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
categorylistCOOSYSTEM@1.1:STRINGLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetRequiredCountryCategories

Get distinct categories for country dimension
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
categorylistCOOSYSTEM@1.1:STRINGLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetRequiredProductCategories

Get distinct categories for product group dimension
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
categorylistCOOSYSTEM@1.1:STRINGLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetRequiredSalesPersonCategories

Get distinct categories for sales person dimension
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
categorylistCOOSYSTEM@1.1:STRINGLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesCalendarItemsWrapper

Get sales tasks for CRM calendar
ParameterTypeIn/OutOptionalDescription
classobjCOOSYSTEM@1.1:OBJECTinfalse
salesactionsCOOSYSTEM@1.1:OBJECTLISTin/outfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesFunnelData

Get data for sales funnel overview
ParameterTypeIn/OutOptionalDescription
datalistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesPersonCount

Get count for items of a particular sales person
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesPersonVolume

Get volume for items of a particular sales person
ParameterTypeIn/OutOptionalDescription
sourcelistCOOSYSTEM@1.1:OBJECTLISTinfalse
dimensioncategoriesCOOSYSTEM@1.1:STRINGLISTinfalse
categorynameCOOSYSTEM@1.1:STRINGinfalse
categoryvalueCOOSYSTEM@1.1:STRINGinfalse
resultlistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesVolume

Calculate the sales volume of an opportunity
ParameterTypeIn/OutOptionalDescription
weightedCOOSYSTEM@1.1:BOOLEANinfalse
volumeCOOSYSTEM@1.1:INTEGERoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:ImportCSVWizard

Import objects from CSV file

Additional Information

Symbol: COODESK@1.1:SymbolImport
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Call Directly on Object: true


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FSCFOLIOCLOUDCRM@1.1001:ImportContact

Wizard for importing contact persons based on users

Additional Information

Symbol: COODESK@1.1:SymbolContact
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:ImportDataCSV

Import data from CSV file
ParameterTypeIn/OutOptionalDescription
importobjCOOSYSTEM@1.1:OBJECTinfalse
importviewCOOSYSTEM@1.1:OBJECTinfalse
templateobjCOOSYSTEM@1.1:OBJECTinfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:LogContactWrapper

Log a contact attempt
ParameterTypeIn/OutOptionalDescription
sourceCOOSYSTEM@1.1:OBJECTinfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettings

Open the settings page of a CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolSettings
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettingsSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettings
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:OpenSalesFunnelChart

Open the sales funnel chart

Additional Information

Symbol: COODESK@1.1:SymbolChart
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:PrepareDataImportControl (Data Import Control)

Prepare a data import control for a data import from a CSV file
ParameterTypeIn/OutOptionalDescription
importdefinitionCOOSYSTEM@1.1:OBJECTinfalse
ctrlCOOSYSTEM@1.1:OBJECToutfalse
importsourceCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:ProcessDuplicatesWrapper

Find and process duplicate leads

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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