Cloud Connect Configuration; New option to Override New Client form

The built-in New Client wizard (and history) can now be overridden with the New Individual Client and New Organisation Client HTML Widgets via finPOWER Connect Cloud Configuration options.

When overriding the existing New Client wizard, you must override both the New Individual and New Organisation HTML Widgets. finPOWER Connect Cloud Configuration will error if you attempt to only override one of them.

With the form overridden, individual buttons for Individual and Organisation will replace the existing single button. These buttons are dynamic, e.g., if there are no active Individual Client Types, the Add Individual Client button will be hidden.

As the overridden status of the form and active Client Types affects the finPOWER Connect menus and other forms, the User will now receive a recommendation to reopen the database if updating the New Client overrides in finPOWER Connect Cloud Configuration, and if overridden, if Client Type(s) are added, updated (active flag) or deleted.

Finally, the New Client HTML Widgets have both been updated to accept default client information. This is used when overriding the New Client button on the Client Employments wizard.

The following Form Keys are handled:

• ClientNew

The following HTML Widgets have been updated:

• HtmlWidget_ClientNew_Individual
• Version: 1.17 (02/09/2022)
• HtmlWidget_ClientNew_Organisation
• Version: 1.15 (02/09/2022)