Object Class CRM Configuration (FSCFOLIOCRM@1.1001:CRMFolder)

Object Class Hierarchy

COOSYSTEM@1.1:Object > COOSYSTEM@1.1:CompoundObject > FSCFOLIOCRM@1.1001:CRMFolder

Contains configuration values of a crm teamroom

Additional Information

Default Background Menu: COODESK@1.1:MenuRootWinContext
Compound: true
Action for Moving Objects: COODESK@1.1:DragIntoMove
Default Context Menu (Container Independent): FSCFOLIOCRM@1.1001:MenuRootCRMConfigContext
Abstract: false
ACL Object: COOSYSTEM@1.1:DefaultGlobalACL
Symbol: COODESK@1.1:SymbolCRMFolder
Transfer: false
Commonly usable: true
Default Context Menu: FSCFOLIOCRM@1.1001:MenuRootCRMConfigContext
Base Class: COOSYSTEM@1.1:CompoundObject
Action for Linking Objects: COODESK@1.1:DragIntoLink
Action for Copying Objects: COODESK@1.1:DragIntoCopy
Display Mode: DISP_LINES

Properties

ReferenceName
COOTC@1.1001:collectionsTemplate Collections
FSCFOLIOCLOUDCRM@1.1001:crmaccounttypesAccount Categories
FSCFOLIOCLOUDCRM@1.1001:crmcampaigntypesCampaign Types
FSCFOLIOCLOUDCRM@1.1001:crmcurrconvtableConversion Table
FSCFOLIOCLOUDCRM@1.1001:crmcustomstatesCustom Opportunity States
FSCFOLIOCLOUDCRM@1.1001:crmdefaultcurrencyDefault Currency
FSCFOLIOCLOUDCRM@1.1001:crmfiscalyearstartStart of Fiscal Year
FSCFOLIOCLOUDCRM@1.1001:crmindustriesIndustries
FSCFOLIOCLOUDCRM@1.1001:crmleadtypesLead Categories
FSCFOLIOCLOUDCRM@1.1001:crmopportunitystatesOpportunity States
FSCFOLIOCLOUDCRM@1.1001:crmpersontypesContact Person Categories
FSCFOLIOCLOUDCRM@1.1001:crmproductsProducts
FSCFOLIOCLOUDCRM@1.1001:crmreportcampaigntypesCampaign Types
FSCFOLIOCLOUDCRM@1.1001:crmreportcountriesCountries
FSCFOLIOCLOUDCRM@1.1001:crmreportexcludedstatesExcluded Opportunity States
FSCFOLIOCLOUDCRM@1.1001:crmreportindustriesIndustries
FSCFOLIOCLOUDCRM@1.1001:crmreportmaxquartersNumber of Quarters
FSCFOLIOCLOUDCRM@1.1001:crmreportothercategorynameCategory Name for "Other"
FSCFOLIOCLOUDCRM@1.1001:crmreportproductgroupsProducts
FSCFOLIOCLOUDCRM@1.1001:crmreportsalespersonsSales Persons
FSCFOLIOCLOUDCRM@1.1001:crmreporttemplateobjsReport Templates
FSCFOLIOCLOUDCRM@1.1001:crmreporttemplatesReport Templates
FSCFOLIOCLOUDCRM@1.1001:crmreportuseweightedamountsWeighted Amounts
FSCFOLIOCLOUDCRM@1.1001:crmsalesfunnelchartSales Funnel Chart
FSCFOLIOCLOUDCRM@1.1001:crmsalespersonsSales Persons
FSCFOLIOCLOUDCRM@1.1001:crmshowownobjsonlyShow Only Own Sales Actions in Sales Calendar
FSCFOLIOCRM@1.1001:crmcalendarSales Calendar
FSCFOLIOCRM@1.1001:crmcalendarurlSales Calendar URL
FSCFOLIOCRM@1.1001:crmcampaignstepsCampaign Steps
FSCFOLIOCRM@1.1001:crmchartrevenuequarterRevenue Chart for Current Quarter
FSCFOLIOCRM@1.1001:crmchartrevenueyearRevenue Chart for Current Year
FSCFOLIOCRM@1.1001:crmduplicatecheckintervalDuplicate Check Interval
FSCFOLIOCRM@1.1001:crmmailingidsMailing IDs
FSCFOLIOCRM@1.1001:crmmailmergetemplatesMail Merge Templates
FSCFOLIOCRM@1.1001:crmnextduplicatecheckatNext Duplicate Check on/at
FSCFOLIOCRMEXT@1.1001:crmreportcontentReport

Actions

ReferenceName
COOSYSTEM@1.1:ObjectConstructor
COOSYSTEM@1.1:ObjectDelete
FSCCALDAV@1.1001:CalendarURLGet
FSCFOLIOCLOUDCRM@1.1001:AttrMailMergeTemplatesSetWrapper
FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityStatesSet
FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet
FSCFOLIOCLOUDCRM@1.1001:GetReportQueryWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportSettingsWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportTemplateWrapper
FSCFOLIOCLOUDCRM@1.1001:GetSalesCalendarItemsWrapper
FSCFOLIOCLOUDCRM@1.1001:GetSalesFunnelData
FSCFOLIOCLOUDCRM@1.1001:OpenCRMSettings
FSCFOLIOCLOUDCRM@1.1001:ProcessDuplicatesWrapper
FSCFOLIOCRM@1.1001:AttrDuplicateCheckIntervalSet
FSCFOLIOCRM@1.1001:AttrMailMergeTemplatesSet
FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckGet
FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckSet
FSCFOLIOCRM@1.1001:CRMFinalizeImport
FSCFOLIOCRM@1.1001:GetCRMChartValues
FSCFOLIOCRM@1.1001:GetCRMObjects
FSCFOLIOCRM@1.1001:GetFiscalYearStart
FSCFOLIOCRM@1.1001:GetOpportunitiesForPeriod
FSCFOLIOCRM@1.1001:GetSalesCalendarItems
FSCFOLIOCRM@1.1001:ProcessDuplicates
FSCFOLIOCRMEXT@1.1001:CreateCampaignReport
FSCFOLIOCRMEXT@1.1001:CreateLeadReport
FSCFOLIOCRMEXT@1.1001:CreateOpportunityReport
FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport
FSCFOLIOCRMEXT@1.1001:CreateSalesTaskReport
FSCFOLIOCRMEXT@1.1001:GetCellValue
FSCFOLIOCRMEXT@1.1001:GetReportQuery
FSCFOLIOCRMEXT@1.1001:GetReportSettings
FSCFOLIOCRMEXT@1.1001:GetReportTemplateGet report template
FSCFOLIOCRMEXT@1.1001:GetSalesFunnelGet leads and opportunities for sales funnel
FSCTEAMROOM@1.1001:AttrObjTeamRoomSet
FSCVENV@1.1001:FinalizeImport

Properties

COOTC@1.1001:collections (Template Collections)

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadContent
Changeable in Installed Component: true
Describes Child Relationship: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Possible Object Class: COOSYSTEM@1.1:Object
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeContent
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmaccounttypes (Account Categories)

Account types available for the CRM objects belonging to this CRM folder

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmcampaigntypes (Campaign Types)

Campaign types available for the CRM objects belonging to this CRM folder

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmcurrconvtable (Conversion Table)

Currency conversion table for CRM

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Destructor Action: COOSYSTEM@1.1:AttrChildrenDestructor
Describes Child Relationship: true
Type: COOSYSTEM@1.1:OBJECT
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:CurrConvTable
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: true
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmcustomstates (Custom Opportunity States)

Custom state objects for opportunity states

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Destructor Action: COOSYSTEM@1.1:AttrChildrenDestructor
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: FSCFOLIO@1.1001:State
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmdefaultcurrency (Default Currency)

Default CRM currency

Additional Information

Initialization Value: 1
Type: COOSYSTEM@1.1:CurrencySymbol
Changeable: true
Visible: true
Must Be Defined: true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmfiscalyearstart (Start of Fiscal Year)

Month of the start of the fiscal year

Additional Information

Type: FSCFOLIOCRM@1.1001:Months
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmindustries (Industries)

Industries available for the CRM objects belonging to this CRM folder

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmleadtypes (Lead Categories)

Lead types available for the CRM objects belonging to this CRM folder

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmopportunitystates (Opportunity States)

Available states for opportunities

Additional Information

Type: FSCFOLIOCLOUDCRM@1.1001:StateDefinition
Multiple Values (Overrides Type): true
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Action Called Before Property Is Saved: FSCFOLIOCLOUDCRM@1.1001:AttrOpportunityStatesSet
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmpersontypes (Contact Person Categories)

Person types available for the CRM objects belonging to this CRM folder

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmproducts (Products)

Products and product groups available for the CRM objects belonging to this CRM folder

Additional Information

Describes Hierarchical Relationship: true
Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:BasicObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmreportcampaigntypes (Campaign Types)

Campaign types to be included as separate category in reports

Additional Information

Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportcountries (Countries)

Countries to be included as separate category in reports

Additional Information

Changeable in Installed Component: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Possible Object Class: FSCFOLIO@1.1001:Country
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportexcludedstates (Excluded Opportunity States)

States to be excluded in reports

Additional Information

Changeable in Installed Component: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Possible Object Class: COOSYSTEM@1.1:Object
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportindustries (Industries)

Industries to be included as separate category in reports

Additional Information

Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportmaxquarters (Number of Quarters)

Number of quarters to include in report

Additional Information

Sign: false
Type: COOSYSTEM@1.1:INTEGER
Changeable: true
Visible: true
Must Be Defined: false
Maximum Length: 2
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportothercategoryname (Category Name for "Other")

Display name for the "Other" report category

Additional Information

Type: COOSYSTEM@1.1:STRING
Changeable: true
Visible: true
Must Be Defined: false
Maximum Length: 254
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportproductgroups (Products)

Product groups to be included as separate category in reports

Additional Information

Changeable in Installed Component: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Possible Object Class: FSCFOLIOPRODUCTS@1.1001:ProductGroup
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportsalespersons (Sales Persons)

Sales persons to be included as separate category in reports

Additional Information

Changeable in Installed Component: true
Default Main Menu: COODESK@1.1:MenuRootFind
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Default Background Menu: COODESK@1.1:MenuRootFindWinContext
Possible Object Class: COOSYSTEM@1.1:User
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmreporttemplateobjs (Report Templates)

Report templates

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Destructor Action: COOSYSTEM@1.1:AttrChildrenDestructor
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:ContentObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmreporttemplates (Report Templates)

Report templates

Additional Information

Type: FSCFOLIOCLOUDCRM@1.1001:ReportTemplate
Multiple Values (Overrides Type): true
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Action Called Before Property Is Saved: FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportuseweightedamounts (Weighted Amounts)

Use weighted sales amounts for reports

Additional Information

Type: COOSYSTEM@1.1:BOOLEAN
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmsalesfunnelchart (Sales Funnel Chart)

Sales funnel chart

Additional Information

Changeable in Installed Component: false
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: FSCDATATABLE@1.1001:DataTableList
Volatile: true
Action Called After Property Is Read: COOSYSTEM@1.1:AttrValueExprGet
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrValueExprGetVersion
Changeable: false
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmsalespersons (Sales Persons)

Sales persons available for the CRM objects belonging to this CRM folder

Additional Information

Changeable in Installed Component: true
Default Main Menu: COODESK@1.1:MenuRootFind
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Default Background Menu: COODESK@1.1:MenuRootFindWinContext
Possible Object Class: COOSYSTEM@1.1:User
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCLOUDCRM@1.1001:crmshowownobjsonly (Show Only Own Sales Actions in Sales Calendar)

Show the current user's CRM objects only

Additional Information

Type: COOSYSTEM@1.1:BOOLEAN
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCRM@1.1001:crmcalendar (Sales Calendar)

Property for showing the visual calendar

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Action Called Before Property Is Saved: COOSYSTEM@1.1:NoOperation
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:BasicObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCRM@1.1001:crmcalendarurl (Sales Calendar URL)

Provides a human readable calendar URL for use in calendar clients

Additional Information

Private: true
Changeable in Installed Component: true
Changeable in User Interface: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:STRING
Volatile: true
Action Called After Property Is Read: FSCCALDAV@1.1001:CalendarURLGet
Maximum Length: 254
Changeable: true
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrGetVersionUsingAttrGet
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmcampaignsteps (Campaign Steps)

global campaign steps

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Default Main Menu: FSCTERM@1.1001:MenuRootTerms
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: FSCTERM@1.1001:MenuRootWinTermsContext
Possible Object Class: FSCTERM@1.1001:Term
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCRM@1.1001:crmchartrevenuequarter (Revenue Chart for Current Quarter)

Revenue chart for the current quarter

Additional Information

Private: true
Changeable in Installed Component: false
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: FSCFOLIOCRM@1.1001:ChartValues
Volatile: true
Action Called After Property Is Read: FSCFOLIOCRM@1.1001:GetCRMChartValues
Changeable: false
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrGetVersionUsingAttrGet
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmchartrevenueyear (Revenue Chart for Current Year)

Revenue chart for the current year

Additional Information

Private: true
Changeable in Installed Component: false
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: FSCFOLIOCRM@1.1001:ChartValues
Volatile: true
Action Called After Property Is Read: FSCFOLIOCRM@1.1001:GetCRMChartValues
Changeable: false
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrGetVersionUsingAttrGet
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmduplicatecheckinterval (Duplicate Check Interval)

Duplicate check interval

Additional Information

Changeable in Installed Component: true
Action Called Before Property Is Saved: FSCFOLIOCRM@1.1001:AttrDuplicateCheckIntervalSet
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECT
Possible Object Class: COOSYSTEM@1.1:TimeInterval
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmmailingids (Mailing IDs)

Mailing IDs is used for collecting mailing IDs for lead and contact person

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:Object
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCRM@1.1001:crmmailmergetemplates (Mail Merge Templates)

Mail merge templates

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Action Called Before Property Is Saved: FSCFOLIOCRM@1.1001:AttrMailMergeTemplatesSet
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Default Background Menu: COODESK@1.1:MenuRootWinContext
Possible Object Class: COOSYSTEM@1.1:ContentObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCRM@1.1001:crmnextduplicatecheckat (Next Duplicate Check on/at)

Date and time of next duplicate check

Additional Information

Changeable in Installed Component: true
Action Called Before Property Is Saved: FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckSet
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:DATETIME
Disable Conversion: true
Volatile: true
Action Called After Property Is Read: FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckGet
Changeable: true
Must Be Defined: false
Use Date Only: false
Visible: true


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FSCFOLIOCRMEXT@1.1001:crmreportcontent (Report)

Report content for persisting CRM reports

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadContent
Changeable in Installed Component: true
Action Called Before Property Is Saved: COOSYSTEM@1.1:AttrContentSet
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:Content
Constructor Action: COOSYSTEM@1.1:AttrContentConstructor
Action Called After Property Is Read: COOSYSTEM@1.1:AttrContentGet
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeReadContent
Changeable: true
Must Be Defined: false
Visible: true


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Actions

COOSYSTEM@1.1:ObjectConstructor

This action is called by the kernel when an object is created. It is intended to be overwritten to carry out initializing tasks.
ParameterTypeIn/OutOptionalDescription
sourceobjCOOSYSTEM@1.1:OBJECTintrue The source object, if the new object is created as a copy of an object.

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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COOSYSTEM@1.1:ObjectDelete

This action is called on an object to destroy it completely.

Additional Information

Access Types: COOSYSTEM@1.1:AccTypeDelete
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Action to Get Audit Value: COOSYSTEM@1.1:GetObjectDeleteAuditValue


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FSCCALDAV@1.1001:CalendarURLGet

Retrieves the calendar URL for the object

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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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: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: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: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: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:ProcessDuplicatesWrapper

Find and process duplicate leads

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:AttrDuplicateCheckIntervalSet

Set interval for duplicate check

Additional Information

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


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FSCFOLIOCRM@1.1001:AttrMailMergeTemplatesSet

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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FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckGet

Get next deadline for duplicate check

Additional Information

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


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FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckSet

Set next deadline for duplicate check

Additional Information

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


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FSCFOLIOCRM@1.1001:CRMFinalizeImport

Set bostate and lddeletedduplicates to enable ProcessDuplicates Objects already commited, CommitRoot is allowed.
ParameterTypeIn/OutOptionalDescription
venv_parentCOOSYSTEM@1.1:OBJECTinfalse
venv_viewCOOSYSTEM@1.1:OBJECTinfalse
venv_importobjectsCOOSYSTEM@1.1:OBJECTLISTinfalse
venv_donotshareCOOSYSTEM@1.1:BOOLEANintrue
branchattrFSCVIEW@1.1001:Fieldintrue
branchindexCOOSYSTEM@1.1:INTEGERLISTintrue
handleshareexternalCOOSYSTEM@1.1:BOOLEANoutfalse
venv_importokCOOSYSTEM@1.1:BOOLEANintrue

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetCRMChartValues

Calculate the values for CRM charts

Additional Information

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


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FSCFOLIOCRM@1.1001:GetCRMObjects

Get CRM objects for the current CRM scope
ParameterTypeIn/OutOptionalDescription
clsCOOSYSTEM@1.1:OBJECTinfalse
objsCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetFiscalYearStart

Get start month of fiscal year
ParameterTypeIn/OutOptionalDescription
startmonthFSCFOLIOCRM@1.1001:Monthsoutfalse
startmonthintCOOSYSTEM@1.1:INTEGERoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetOpportunitiesForPeriod

Get opportunities for a defined period of time, e.g. the current year or quarter
ParameterTypeIn/OutOptionalDescription
periodFSCFOLIOCRM@1.1001:DisposalTypeinfalse
basedateCOOSYSTEM@1.1:DATETIMEintrue
opportunitiesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetSalesCalendarItems

Get the entries for the CRM calendar
ParameterTypeIn/OutOptionalDescription
classobjCOOSYSTEM@1.1:OBJECTinfalse
salesactionsCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:ProcessDuplicates

Process duplicate objects in CRM

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRMEXT@1.1001:CreateCampaignReport

Create campaign report in Excel format
ParameterTypeIn/OutOptionalDescription
campaignsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateLeadReport

Create lead report in Excel format
ParameterTypeIn/OutOptionalDescription
leadsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateOpportunityReport

Create opportunity report in Excel format
ParameterTypeIn/OutOptionalDescription
opportunitiesCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport

Create sales funnel report in Excel format
ParameterTypeIn/OutOptionalDescription
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateSalesTaskReport

Create sales action report in Excel format
ParameterTypeIn/OutOptionalDescription
salesactionsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetCellValue

Format value for report output
ParameterTypeIn/OutOptionalDescription
nullstrCOOSYSTEM@1.1:STRINGinfalse
cellvalueinfalse
valueCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Private: true


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FSCFOLIOCRMEXT@1.1001:GetReportQuery

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

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetReportSettings

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: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetReportTemplate (Get report template)

Get template for report
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
templateCOOSYSTEM@1.1:CONTENToutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetSalesFunnel (Get leads and opportunities for sales funnel)

Get sales funnel objects for the number of quarters defined in the quarters parameter
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERinfalse
leadqueryCOOSYSTEM@1.1:STRINGoutfalse
opportunityqueryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCTEAMROOM@1.1001:AttrObjTeamRoomSet

Additional Information

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


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FSCVENV@1.1001:FinalizeImport

Finalizes the import process. Here the imported objects can be enclosed to other objects.
ParameterTypeIn/OutOptionalDescription
venv_parentCOOSYSTEM@1.1:OBJECTinfalse Container object
venv_viewCOOSYSTEM@1.1:OBJECTinfalse Container view
venv_importobjectsCOOSYSTEM@1.1:OBJECTLISTinfalse The imported objects
venv_donotshareCOOSYSTEM@1.1:BOOLEANintrue This parameter indicates that the imported objects were not shared during the import process so far.
branchattrFSCVIEW@1.1001:Fieldintrue Attribute path to object lists attribute definition.
branchindexCOOSYSTEM@1.1:INTEGERLISTintrue Index through the branchattribute array.
handleshareexternalCOOSYSTEM@1.1:BOOLEANoutfalse This parameter indicates that the imported objects will be shared from external code.
venv_importokCOOSYSTEM@1.1:BOOLEANintrue This parameter indicates that the import process has succeeded so far.
venv_navigatetoCOOSYSTEM@1.1:OBJECTin/outtrue This parameter indicates that after finalizing the import FinalizeImport should navigate to this object.
venv_importdescriptionCOOSYSTEM@1.1:DICTIONARYintrue This parameter is a description of the import process. It is generated by the Fabasoft Folio/Fabasoft Cloud Client. This dictionary can be used to identify the hierarchy of the imported objects. To identify a child object you have to check the unclecount attribute of the previous sibling.
Example:
Import of an e-mail (outermail.msg) with two attachments together with two pdf documents (mydocument1.pdf and mydocument2.pdf).
The e-mail outermail.msg contains two attachments.
The first attachment of outermail.msg is a picture (mypicture1.png).
The second attachment is an e-mail (innermail.msg) which contains one picture (mypicture2.png).
The mail split decision for all e-mails was "E-Mail Text and Separate Attachment".

Import structure is:
  • outermail.msg
    • mypicture1.png
    • innermail.msg
      • mypicture2.png
  • mydocument1.pdf
  • mydocument2.pdf
The import description dictionary will look like:
 dictionary venv_importdescription = { importdescription = [ { _: "Entry", filename: "outermail.msg", objaddress: "COO.1.3150.4.4458", unclecount: 2 // Next 2 entries are child/attachment of this mail }, { _: "Entry", filename: "mypicture1.pdf", objaddress: "COO.1.3150.4.4459", unclecount: 0 }, { _: "Entry", filename: "innermail.msg", objaddress: "COO.1.3150.4. 4460", unclecount: 1 // Next entry is a child/attachment of this mail }, { _: "Entry", filename: "mypicture2.png", objaddress: "COO.1.3150.4. 4461", unclecount: 0 }, { _: "Entry", filename: "mydocument1.pdf", objaddress: "COO.1.3150.4. 4462", unclecount: 0 }, { _: "Entry", filename: "mydocument2.pdf", objaddress: "COO.1.3150.4. 4463", unclecount: 0 } ] } 

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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