NEW3.01.00 · Released 23 February 2018

High Importance

NEWfinPOWER Connect

Released in

3.01.00

23 February 2018

1. Opened9 Nov 2017
2. Closed9 Nov 2017
3. Released23 Feb

Article 15059 Job J019909

HTML Widgets defined for finPOWER Connect Cloud Configuration can now replace forms within finPOWER Connect

The following built-in forms within finPOWER Connect can now be replaced with the HTML Widget versions used by finPOWER Connect Cloud (if licensed):

Supported forms are:

• Accounts
• Account Credit Limit Change wizard (also the History form)
• Account Monitor Category Change wizard (also the History form)
• NOTE: This is also available from the Task Manager form, Workflows and Monitored Accounts grids
• Account Statement Change wizard (also the History form)

• Account Applications
• Accept or Decline Account Application wizard

• Clients
• Client Contact Method
• NOTE: This can also be launched from the New Client wizard but this cannot be supported from HTML Widgets hence the built-in form will always be used from this location.
• Also used in the External Parties and Branches forms.
• If replacing built-in form with an HTML Widget, records can only be edited when the Client form is NOT in edit mode and will not be used when viewing a new or updated Client from an Account Application Applicant.
• Client Contact Address
• NOTE: This can also be launched from the New Client wizard but this cannot be supported from HTML Widgets hence the built-in form will always be used from this location.
• Also used in the External Parties and Branches forms.
• If replacing built-in form with an HTML Widget, records can only be edited when the Client form is NOT in edit mode and will not be used when viewing a new or updated Client from an Account Application Applicant.

NOTE: Some of the above, e.g., the Account Monitor Category History form have resulted in a change of name of the underlying form key which will mean that any settings such as form size and position and grid layouts will have been reset.