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