Additional Resources 141 Index Adjustment transaction type 96, 99, 132 Alias field 43, 44 All function 149 All option 176 $ And conjunction 151 $If() function 55 Any function 149 $Lookup() function 51, 53, 55 Appendix A - E-mail Syntax 185 [ Appendix B - Advanced Trigger Design 188 [[OW_DOCUMENTTRIGGER_END]] placeholder 186 Associated Fields panel 181, 182 [[OW_DOCUMENTTRIGGER_START]] placeholder 186 Associated Products 182 [[TABLEEND]] placeholder 186 Assured 115 [[TABLESTART]] placeholder 186 Asynchronous communication 117 A Attachment Type resource 61 Accept All Changes option 63, 129, 136, 151 Attachment Type Settings panel 171 ACORD Field field 76 Attributes panel 15, 19, 20, 31 field 115 Availability / Triggering Conditions 119 Action Actions widget 107, 115, 117 Available Fields panel 92 window 38, 181, 182 Active checkbox 4, 48, 54, 65, 81, 103, 110, 123, 135, 144, 153, Available Fields 157, 162, 167 Available for Reports checkbox 78 Active status 170 Available for Triggers checkbox 77 Add & Close button 3, 43, 47, 53, 63, 79, 97, 101, 103, 108, B 121, 128, 143, 151, 156, 161, 166 Backend integration level 117 Add & New button 97, 101, 166 Behavior Selection panel 95, 98, 131 Add button 3, 8, 11, 14, 18, 20, 22, 24, 27, 30, 33, 36, 38, 42, Billing menu 165, 167, 168 47, 53, 63, 79, 87, 91, 92, 103, 108, 121, 122, 128, 143, 151, Bind action 108, 115 156, 161, 165, 180, 181, 182 Bind To field 78 Add Field Behavior button 98 Bound status 97, 100, 117, 133, 180 Add Fields button 92 Browse button 15, 55, 161, 166 Add Fields window 92 Bulk Add button 38, 92, 182 Add Panel Behavior button 94 panel 77 Business Rules Add Screen Behavior button 131 C Add Version button 54 Calculate Quote 115 Adding a new Display Column to Data Source window 22, 23 action 115 Calculate Quote Adding a new filter to Data Source window 20, 21 Calculate checkboxes 116 Adding a new Output Column Mapping to Data Source Calculated checkbox 78 window 24 Calculated Field Formula field 78 Adding Fields 42 Cancel button 83
Index $ $If() function 55 $Lookup() function 51, 53, 55 [ [[OW_DOCUMENTTRIGGER_END]] placeholder 186 [[OW_DOCUMENTTRIGGER_START]] placeholder 186 [[TABLEEND]] placeholder 186 [[TABLESTART]] placeholder 186 A Accept All Changes option 63, 129, 136, 151 ACORD Field field 76 Action field 115 Actions widget 107, 115, 117 Active checkbox 4, 48, 54, 65, 81, 103, 110, 123, 135, 144, 153, 157, 162, 167 Active status 170 Add & Close button 3, 43, 47, 53, 63, 79, 97, 101, 103, 108, 121, 128, 143, 151, 156, 161, 166 Add & New button 97, 101, 166 Add button 3, 8, 11, 14, 18, 20, 22, 24, 27, 30, 33, 36, 38, 42, 47, 53, 63, 79, 87, 91, 92, 103, 108, 121, 122, 128, 143, 151, 156, 161, 165, 180, 181, 182 Add Field Behavior button 98 Add Fields button 92 Add Fields window 92 Add Panel Behavior button 94 Add Screen Behavior button 131 Add Version button 54 Adding a new Display Column to Data Source window 22, 23 Adding a new filter to Data Source window 20, 21 Adding a new Output Column Mapping to Data Source window 24 Adding Fields 42 Additional Resources 141 Adjustment transaction type 96, 99, 132 Alias field 43, 44 All function 149 All option 176 And conjunction 151 Any function 149 Appendix A - E-mail Syntax 185 Appendix B - Advanced Trigger Design 188 Associated Fields panel 181, 182 Associated Products 182 Assured 115 Asynchronous communication 117 Attachment Type resource 61 Attachment Type Settings panel 171 Attributes panel 15, 19, 20, 31 Availability / Triggering Conditions 119 Available Fields panel 92 Available Fields window 38, 181, 182 Available for Reports checkbox 78 Available for Triggers checkbox 77 B Backend integration level 117 Behavior Selection panel 95, 98, 131 Billing menu 165, 167, 168 Bind action 108, 115 Bind To field 78 Bound status 97, 100, 117, 133, 180 Browse button 15, 55, 161, 166 Bulk Add button 38, 92, 182 Business Rules panel 77 C Calculate Quote 115 Calculate Quote action 115 Calculate checkboxes 116 Calculated checkbox 78 Calculated Field Formula field 78 Cancel button 83