Article Details
Id:19095
Product:finPOWER Connect
Type:NEW
Version:3.04.04
Opened:03/02/2022
Closed:23/03/2022
Released:09/06/2022
Job: J028240

finPOWER Connect Cloud Configuration; "New Account" wizard can now be overridden by an HTML Widget

The New Account wizard can now be overridden by an HTML Widget if the database allows access to finPOWER Connect Cloud Configuration. This includes:

  • Adding a New Account
  • Account Quotation
  • Editing a Quote Account

Similar to other forms which can be overridden, either the standard built-in HTML Widget can be used, or a Script Id can be specified for modified versions of the HTML Widget.

Note: As the system-supplied New Account HTML Widget does not support the below, the existing form will be opened in these cases:

  • Editing a Quote for an Account Application
  • Refinancing an Account into a New Account