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coreBos

The coreBOS modules allow you to create, update, list, and/or delete objects in your coreBOS account.

Prerequisites

• A coreBOS account

In order to use coreBOS with Ibexa Connect, it is necessary to have a coreBOS account. If you do not have one, you can create a coreBOS account at https://corebos.com/.

Connecting coreBOS to Ibexa Connect

To connect your coreBOS account to Ibexa Connect, you need to obtain your organization ID and region.

1. Log into your coreBOS Account.

2. Click your profile menu in the top-right corner and then click My Preferences.

3. Navigate to the section, User Advanced Options and copy the Access Key.

4. Go to Ibexa Connect and open the coreBos module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the coreBOS URL field, enter the first part of your coreBOS access link. For example, if your coreBOS link is http://demo.corebos.com/index.php?action=index&module=Home then your coreBOS URL is http://demo.corebos.com

7. In the User name field, enter your coreBOS login username.

8. In the API Key field, enter the Access Key you have copied in step 3.

9. Click Continue.

The connection has been established.

Actions

Create Object

Create a new object of a selected type.

Element Type	Select the element whose record you want to create.
Accounts	Organization Name Enter the company name. Organization Number Enter the company registration number. Website Enter the company's website URL. Phone Enter the company's phone number. Ticker Symbol Enter the URL to the company logo as it appears in the stock exchange. Fax Enter the company's fax number. Member Of Select the groups the company is part of. Other Phone Enter the alternative phone number of the company. Employees Enter the number of employees in the company. Email Enter the email address of the company. Other Email Enter an alternative email address of the company. Ownership Enter the ownership of the company. For example, Public or Private. Industry Select the industry in which the company operates. Rating Select the rating of the company: Acquired Active Market Failed Project Cancelled Shutdown Type Select the organization type. SIC Code Enter the SIC Code of the organization. Email Opt Out Enter the details if the organization has an email opt-out. Annual Revenue Enter the Annual Revenue of the company Assigned To Select the user who owns the company account. Notify Owner Enter the details of the owner to notify the updates to the organization account. Modified Time Enter the date when the organization account is modified. Created Time Enter the date when the organization account is created. Last Modified By Select the user who last modified the organization account. Is Converted From Lead Enter the details if this account is converted from a lead. Converted From Lead Enter the details of the lead. Created By Select the user who created the organization account. Currency Enter the currency in which the company trades. Date Enter the date of the establishment of the organization. URL Enter the company website URL. Billing Address Enter the billing address of the company. Shipping Address Enter the shipping address of the company. Billing PO Box Enter the billing PO Box number of the company. Shipping PO Box Enter the shipping PO Box of the company. Billing City Enter the billing address city name of the company. Shipping City Enter the shipping address city name of the company. Billing State Enter the billing address state name of the company. Shipping State Enter the shipping address state name of the company. Billing Postal Code Enter the billing address postal code name of the company. Shipping Postal Code Enter the shipping address postal code name of the company. Billing Country Enter the billing address country name of the company. Shipping Country Enter the shipping address country name of the company. Description Enter the details of the company. Total Amount Enter the total amount billable to the company. Total Pending Enter the amount pending from the company. Balance Enter the balance amount pending from the company. Account ID Enter the Account ID of the company.
Assets	Asset No Enter the Asset Number. Product Name Enter the product name of the asset. Serial Number Enter the serial number printed on the asset or product. Assigned To Select the user who owns the asset. Date Sold Enter the selling date of the asset. Date in Service Enter the date of the service for the asset. Status Select the status of the asset: In-Service Out-of-Service Tag Number Enter the tag number of the asset or product. Invoice Name Enter the invoice receipt number of the product. Shipping Method Enter the shipping method of the Asset. Shipping Tracking Number Enter the shipping tracking number of the asset. Asset Name Enter the asset name. Customer Name Enter the customer name to whom the asset belongs to. Created Time Enter the date on which the asset record is created. Modified Time Enter the date when this asset record was last modified. Last Modified By Enter the user name who last modified this asset record. Created By Enter or select the user who created this asset record. Notes Enter any additional details of the asset. Asset ID Enter the Asset ID.
Audit Trail	Audit ID Enter the Audit ID. User ID Enter or select the user who owns this audit trail. Module Enter the module whose audit trail you are performing. Action Select the action item for the audit trail. Record Enter the record for the audit. Action Date Enter the date when the audit is performed.
Business Actions	Link Type Select the link type whose business action object you are creating. Link Label Enter the link label. Link Url Enter the URL for the link. Link Icon Enter the path to the link image. Sequence Enter the sequence in which the business activities must be performed. Handler Path Enter the path to the handler. Only On My Module Enter the details if the action must be performed on only your module. Handler Class Enter the details of the handler class. Module List Enter the module list details. Handler Enter the handler's name. Assigned To Select the user who owns this business action. Active Enter Yes if this business action is active. Acton Role Select the user for the action role. For all users Enter the details if the action applies to all users. Business Rule Select the business rule or mapping. Business Actions No Enter the business action number. Created By Select the user who created this business action. Created Time Enter the date when this action is created. Modified Time Enter the date when this action is last modified. Description Enter the details of the business action. Business Actions ID Enter the Business Action ID details.
Campaign	Campaign Name Enter the campaign name. Campaign Number Enter the campaign number. Assigned To Select the user who is assigned this campaign. Campaign Status Select the campaign status: Planning Active Inactive Completed Canceled Campaign Type Select the campaign Type Product Select the product for which you are creating the campaign. Target Audience Enter the details of the target audience for the campaign. Expected Close Date Enter the date when the campaign is expected to close. Sponsor Enter the details of the sponsor for the campaign. Target Size Enter the details of the number of leads targeted for the campaign. Created Time Enter the date when the campaign is created. Num Sent Enter the number of campaigns sent. Modified Time Enter the date when the campaign is created. Last Modified By Enter the date when the campaign was last modified. Created By Select the user who created the campaign. Budget Cost Enter the details of the cost of the campaign. Actual Cost Enter the details of the actual cost for the campaign. Expected Response Enter the details of the response expected from this campaign. Expected Revenue Enter the details of the revenue expected from the campaign. Expected Sales Count Enter the details of the sales expected from the campaign. Actual Sales Count Enter the details of the actual sales happened from the campaign. Expected Response Count Enter the details of the responses expected from the campaign. Actual Response Count Enter the details of the actual responses from the campaign. Expected ROI Enter the details of the ROI expected from the campaign. Actual ROI Enter the details of the actual ROI from the campaign. Description Enter the details of the campaign. Campaign ID Enter the Campaign ID.
cbCalendar	Subject Enter the subject of the calendar. Send Reminder Enter the details on whether you want to send a reminder about the calendar event. Assigned To Select the user who is assigned this calendar. Start Date Time Enter the start time of the calendar event. Start Date & Time (System Date) Enter the system start date of the calendar event. Time Start (System Time) Enter the system start time of the calendar event. Due Date Enter the date when the event is due. End Date Enter the event end date. End Time (System Time) Enter the event end time in system time. Recurrence Select the option if this is a recurring event. Related To Select the option to which this event is related to. Contact Name Select the contact name to whom you are sending the event. Status Select the status of the event. Priority Select the priority of the event: High Medium Low Send Notification Enter the details on whether you want to send a notification to the participants. Created Time Enter the date when this event record is created. Modified Time Enter the date when this event record was modified. Activity Type Select the event activity type: Call Meeting Email Task Visibility Select the visibility of the event: Public Private Duration Enter the duration of the event. Duration Minutes Select the event duration in minutes. Location Enter the location details of the event. All Day Select if this is an all-day event. Related To Do Select the item to which this calendar event related to. Created By Select the user who created the calendar. Last Modified By Select the user who last modified the calendar event. Description Enter the details of the calendar event. Follow up Date Enter the date to follow up on the calendar event. Follow up Type Select the follow-up type. Create Follow up Enter the details to create a follow up on the calendar event. Activity ID Enter the event Activity ID.
cbCompany	Company Name Enter the company name. Company Number Enter the company number. Commercial Name Enter the commercial business name of the company. Assigned To Select the user who is assigned the company record. SIC Code Enter the company SIC code details. Related Account Select the related account for the company. Phone Enter the company's phone number. Address Enter the company's address. Fax Enter the company's fax number. City Enter the city name where the company is located. Email Enter the company's email address. State Enter the state name where the company is located. Website Enter the company website URL. Postal Code Enter the postal code. Business Registration Enter the business registration number of the company. Country Enter the country name where the company is located. Data Protection Enter the data protection details of the company. Default Company Enter the default details of the company. Created By Select the user who created this company record. Created Time Enter the date when the company record is created. Modified Time Enter the date when the company record was modified. Company Logo Enter the path or data for the company logo. Application Logo Enter the path or data for the company's application logo. Favicon Enter the URL to the application's shortcut icon. Description Enter the details of the company. cbCompany ID Enter the company ID.
cbCVManagement	Name Enter the name for the CV. Create Enter the details to create a CV. User Select the user who owns this CV. Retrieve Enter the retrieving details of the CV. Role Select the role applicable to the CV. Update Enter the details to update the CV. Default View Enter the default view of the CV. Delete Enter the details on whether the CV is deleted. Mandatory Enter the mandatory details of the CV. Approve Enter the details on whether the CV is approved. Module List Enter the module list details for the CV. Blocked Enter the details on whether the CV is blocked. Default Setting Enter the default settings for the CV. Set Public Enter the details whether you want to set the access of the CV to the public. Description Enter the details of the CV. Permission No Enter the permission number to access the CV. Created Time Enter the date when this translation is created. Created By Select the user who created this CV record. Modified Time Enter the date when this CV was modified. cb CV Management ID Enter the CV Management ID.
cbMap	Map Name Enter the map name. Map Number Enter the map number. Map Type Select the map type. Target Module Select the target module for the mapping. Content Enter the mapping content. Assigned To Select the user to whom the mapping is assigned. Created Time Enter the date when this mapping record is created. Modified Time Enter the date when this mapping record was modified. Created By Select the user who created this mapping record. ContentJson Enter the mapping content in JSON format. Description Enter the details of the map. cb Map ID Enter the cb Map ID.
cbPulse	Pulse Number Enter the pulse number. Question ID Enter the Question ID. Active Enter the details on whether the pulse is active. Send Method Select the method you want to send the pulse. Assigned To Select the user to whom the ticket is assigned to. Created By Select the user who created this ticket. Created Time Enter the date when the ticket was created. Modified Time Enter the date on which the ticket is modified. Type ID Select the pulse Type ID. Time Enter the time to send the pulse. Day of Month Enter the day in a month to send the pulse. Day of Week Enter the day of the week to send the pulse. Annual Dates Enter the yearly date to send the pulse. Minute Interval Enter the interval time in minutes. Trigger Time Enter the time the pulse triggers. Description Enter the details of the pulse. cb Pulse ID Enter the Pulse ID.
cbQuestion	Name Text Enter the question name. Question No Enter the question number. Type Select the question type. Status Select the status of the question. SQL Query Enter the SQL query for the question. Collection Enter the collection details for the question. Module Enter the module to which the question belongs to. Page Size Enter the page size applicable to the question. Unique ID Field Enter the Unique ID of the records for the materialized view. Map ID Enter the Map ID. Materialized View Workflow Enter the details of the database tables populated from the SQL Query defined. Assigned To Select the user to whom the question is assigned to. Created By Select the user who created this question. Created Time Enter the date when this question is created. Modified Time Enter the date when this question was modified. Conditions in Filter Format Enter the condition for SQL query. Order by Column Enter the list of materialized views to order by column. Group by Column Enter the list of materialized view to group by column. Condition Enter the condition for SQL Query. Type properties Enter the question properties. Description Enter the details of the question. cb Question ID Enter the Question ID.
cbSurvey	Survey Name Enter the survey name. Survey Number Enter the survey number. Survey Provider Enter the survey provider name. Survey Starts Enter the date when the survey begins. Survey URL Enter the survey website URL. Survey Ends Enter the date when the survey ends. Total Responses Enter the total responses received for the survey. Completed Responses Enter the number of survey responses that are completed. Last Synchronization Enter the date when the survey last synchronized, Assigned To Select the user who is assigned this survey. Created By Select the user who created this survey. Created Time Enter the date when this update record is created. Modified Time Enter the date when this update record was modified. Description Enter the details of the survey. cb Survey ID Enter the Survey ID.
cbSurveyAnswer	Related with Select the organization that this survey answer related. Survey Answer Number Enter the Survey Answer Number. Survey Select the survey. Positive Enter the details for the positive answer. Survey done Select the survey done details. Evaluation Enter the evaluation details for the survey answer. Question Enter the survey question associated with the answer. Provider ID Enter the Survey Provider ID. Assigned To Select the user who is assigned this translation. Created By Select the user who created this translation record. Created Time Enter the date when this translation is created. Modified Time Enter the date when this translation was modified. Answer Enter the answer to the survey question. Description Enter the details of the survey answer. cb Survey Answer Enter the Survey Answer ID.
cbSurveyDone	Related to Select the organization to which the survey belongs to. Survey Done Number Enter the Survey Done Number. Survey Select the survey. Done on Enter the date when the survey is done. Provider ID Enter the Survey Provider ID. Completed Enter the details on whether the survey is completed. Additional Information Enter any additional details about the survey done. Hidden Information Enter any hidden details about the survey done. Provider Token Enter the survey provider token. Assigned To Select the user who is assigned this translation. Created By Select the user who created the survey done. Created Time Enter the date when the survey done is created. Modified Time Enter the date when the survey done details were modified. Description Enter the details of the survey done. cb Survey Done ID Enter the Survey Done ID.
cbSurveyQuestion	Survey Question Number Enter the Survey Question Number. Survey Select the survey to which this question belongs to. Question Enter the question. Answer Enter the answer. Provider ID Enter the Survey Provider ID. Assigned To Select the user who is assigned this survey question. Created By Select the user who created this survey question. Created Time Enter the date when this survey question is created. Modified Time Enter the date when this survey question is modified. Description Enter the details of the survey question. cb Survey Question ID Enter the Survey Question ID.
cbTermConditions	Terms and Conditions No Enter the Terms and Conditions Number. Assigned To Select the user to whom the record is assigned to. Reference Enter the details of the references. Created Time Enter the date when these terms and conditions record is created. Is Default Enter the details whether this is the default terms and conditions. Modified Time Enter the date when this update record was modified. For Module Select the module for which you are creating terms and conditions. Terms and Conditions Enter the terms and conditions. Description Enter the details of the terms and conditions. cb T and C ID Enter the cb Terms and Conditions ID.
cbtransaltion	Translation No Enter the translation number. Language Code Select the language code for the translation. Module Select the module to which you are creating the translation. Key Enter the key for the translation. Translation Enter the translation details. Translates Select the language to which you need to translate. Picklist Select the picklist for the translation. Field Enter the field details to translate. Proof Read Enter the proof read details of the translation. Assigned To Select the user who is assigned this translation. Created Time Enter the date when this translation is created. Modified Time Enter the date when this translation was modified. Created by Select the user who created this translation record. cbTranslation ID Enter the cbTranslation ID.
cbupdater	coreBOS Update Number Enter the coreBOS update number. Author Enter the developer's name. File Name Enter the file name that is being updated. Execution Status Select the status of execution Class Name Enter the class name to update. Execution Date Enter the date when coreBOS update occurs. System Update Enter the details of the system update. Execution Order Enter the details of the execution order. Assigned To Select the user who is assigned this update. Blocked Enter the details on whether the update is blocked. Created Time Enter the date when this update record is created. Modified Time Enter the date when this update record was modified. Created By Select the user who created this update record. Application Change Enter the details whether the update includes or requires a change in the application. Description Enter the details of the update. cbUpdater ID Enter the cbUpdater ID.
CobroPago	Assigned To Select the user who is assigned this Cobropago record. Payment No Enter the payment number. Payment Ref Enter the payment reference number. Account/Contact Select the account or contact whose CobroPago payment information record you are creating. Related entity Select the account entity. Register Date Enter the account registered date. Due Date Enter the date when the payment is due. Payment Date Enter the date when the payment is made. Paid Enter the details on whether the payment is made. Credit Enter the credit information. Payment Mode Select the payment mode. Payment Category Select the category of payment. Amount Enter the amount paid. Cost Enter the cost associated with the account. Benefit Enter the benefits information of the account. Created Time Enter the date when the CobroPago record for the account or contact is created. Modified Time Enter the date when the CobroPago record for the account or contact is modified. Related User Selected the user associated with this account. Created By Select the user who created the CobroPago record. Description Enter the details of the CobroPago record. CobroPago ID Enter the CobroPago ID.
Company Details	Organization ID Enter the organization ID. Organization Name Enter the organization name. Address Enter the organization address. City Enter the city name. State Enter the state name. Country Enter the country name. Code Enter the country code where the organization located. Phone Enter the phone number. Fax Enter the fax number. Website Enter the organization's website URL. Logo Name Enter the organization logo name. Logo Enter the path or URL to the logo. Front Logo Enter the URL for the organization's front logo. Favicon Logo Enter the URL for a shortcut icon.
Contacts	Salutation Enter the salutation for the contact. For example, Mr. First Name Enter the first name of the contact. Contact No. Enter the contact number. Last Name Enter the last name of the contact. Office Phone Enter the office phone number of the contact. Organization Name Enter the organization name to which the contact belongs to. Mobile Enter the mobile number of the contact. Lead Source Select the lead source for the contact. Home Phone Enter the contact's home phone number. Title Enter the position of the contact in the organization. Other Phone Enter any other phone numbers available for the contact. Department Enter the department to which the contact belongs to. Fax Enter the fax number of the contact. Email Enter the email address of the contact. Birthdate Enter the contact's date of birth details. Assistant Enter the details of the assistant of the contact. Reports to Enter or select the user to whom the contact reports. Assistant Phone Enter the assistant's phone number. Secondary Email Enter an alternative email address of the contact. Email Opt Out Enter the details on whether the contact has opted out of marketing emails. Assigned To Select the user to whom the contact is assigned to. Created Time Enter the date when the contact record is created. Notify Owner Enter the details to whom you want to notify about the contact record changes. Modified Time Enter the date when the contact record details are modified. Last Modified By Select the user who last modified the contact details. Is Converted From Lead Enter the details of the contact is converted from a lead. Converted From Lead Select the lead from which the contact is converted. Created By Select the user who created the purchase order. Template Language Select the language for the template. Portal User Enter the portal user details. Support Start Date Enter the date when the contact's support starts. Support End Date Enter the date when the contact's support ends. Mailing Street Enter the street name in the contact's mailing address. Other Street Enter the street name in the contact's mailing address. Mailing PO Box Enter the PO box number in the contact's mailing address. Mailing City Enter the city name in the contact's mailing address. Other City Enter the city name in the contact's mailing address. Mailing State Enter the state name in the contact's mailing address. Other State Enter the state name in the contact's mailing address. Mailing Postal Code Enter the postal code in the contact's mailing address. Other Postal Code Enter the postal code in the contact's mailing address. Mailing Country Enter the country name in the contact's mailing address. Other Country Enter the country name in the contact's mailing address. Description Enter the details of the contact. Contact Image Enter the link or URL to the contact image. Contact ID Enter the Contact ID.
Currency	ID Enter the currency ID. Currency Name Enter the currency name. Currency Code Enter the currency code. Currency Symbol Enter the currency symbol. Conversion Rate Enter the currency conversion rate. Currency status Enter the currency status. Default ID Enter the currency Default ID. Deleted Enter the details on whether the currency is deleted. Currency Position Enter the currency position details.
Documents	Title Enter the document name. Folder Name Enter the folder name in which the document is located. Document No Enter the document number. Assigned To Select the user to whom the document is assigned to. Created Time Enter the date when the document record is created. Modified Time Enter the date when the document was modified. Last Modified By Select the user who last modified the document. Created By Select the user who created the document record. Template Enter the document template details. Template For Select the document template. Merge Template Enter the template detail to merge with the existing template. Notes Enter the additional details about the document. Download Type Enter the download type details for the document. Active Enter the details on whether this document is active. File Name Enter the document file name. Size Enter the document size details. File Type Enter the details of the document file type. Version Enter the document version. Download Count Enter the number of document downloads. Document ID Enter the Document ID.
DocumentFolders	Folder ID Enter the Document Folder ID. Folder Name Enter the document folder name. Description Enter the details of the document folder. Created By Select the user who created the document folder record. sequence Enter the sequence of the document folder.
Emails	Date & Time Sent Enter the date and time the email is sent. From Enter the name that appears in the From field of the email. Sales Entity Module Enter the sale entity module for which the email is sent. To Enter the name that appears in the To field of the email. Activity Type Select the activity type of email. CC Enter the email address you want to copy in the CC field of the email. BCC Enter the email address in the BCC field to whom you want to send the email but not appear in the email. Assigned To Select the user to whom the email record was assigned. Parent ID Select the Parent ID of the email. Access Count Enter the number of times the email has been accessed. Email Flag Select the status of the email. Modified Time Enter the date when the email has last modified. Last Modified By Select the user who last modified the email record. Bounce Enter the details if the email has bounced back. Clicked Enter the details if this email is clicked by the person to whom it was sent. Spam Enter the details on whether the email belongs to spam. Delivered Enter the details if the email is sent and delivered. Dropped Enter the details if the email has been dropped. Open Enter the details if the email has been opened. Unsubscribe Enter the unsubscribe link if this email is a promotion or marketing related. Created Time Enter the time when the email was created. Subject Enter the subject line of the email. Attachment Enter the attachment file path to attach to the email. Time Start Enter the start time of the email activity. Description Enter the details of the email. Activity ID Enter the Activity ID.
Faq	Product Name Enter the product name for which you creating the FAQ. FAQ No Enter the FAQ number. Status Select the status of the FAQ. Category Select the category for the FAQ. Created Time Enter the date when the FAQ is created. Modified Time Enter the date when the FAQ has last modified. Question Enter the question to add to the FAQ. Last Modified By Select the user who last modified the FAQ. Answer Enter the answer to add in the FAQ. Created By Select the user who created the FAQ. ID Enter the FAQ ID.
GlobalVariable	Name Enter the name of the variable. Default Enter the default variable value details. Value Enter the value of the variable. Mandatory Enter whether this value is mandatory. User Select the user to whom the variable is assigned. Blocked Enter the details on whether the variable is blocked for editing. Module List Enter the module list to associate the variable. Category Select the category of the variable. In Module List Enter the In module list to associate the variable with multiple module lists. Global No Enter the global number Created Time Enter the date when the variable is created. Modified Time Enter the date when the variable is modified. Business Map Select the business map for the variable. Created By Select the user who created the variable. Role Select the role of the user. Description Enter the details of the variable. Global Variable ID Enter the Global Variable ID.
Groups	Group ID Enter the Group ID. Group Name Enter the group name. Description Enter the details of the group.
HelpDesk	Title Enter the helpdesk ticket name. From Mail Converter Enter the details of the email if the helpdesk ticket is received from the email. Related To Select the category for the ticket. Assigned To Select the user to whom the ticket is assigned to. Product Name Select the product about which the ticket is received. Priority Select the priority of the ticket: Low Normal High Urgent Status Select the status of the ticket: Open In Progress Waiting for Response Closed Severity Select the severity of the ticket. Hours Enter the hours spent on the ticket. Created Time Enter the date when the ticket was created. Category Enter the category for the ticket. Days Enter the number of days since the ticket is received. Update History Enter the history of the ticket. Modified Time Enter the date on which the ticket is modified. Ticket No Enter the ticket number. From Portal Enter the details of the portal from which the ticket is received. Last Modified By Select the user who last modified the details of the ticket. Email Enter the email address who has raised the ticket. Comment Added Enter the details of the comments added in the ticket. Created By Select the user who created this ticket. Description Enter the ticket details. Solution Enter the resolution for the ticket. Ticket ID Enter the Ticket ID.
Inventory Details	Inventory Details No Enter the inventory details number. Products Select the products to which the inventory is associated with. Related To Select the option to which the inventory is related to. Organizations Select the organizations to which the inventory is related to. Contacts Select the contacts for the inventory. Vendors Select the vendors associated with the inventory. Sequence No Enter the inventory sequence number. Line Item ID Enter the Inventory Line Item ID. Quantity Enter the number of items or products in the inventory. Unit Price Enter the inventory unit price details. Tax Percent Enter the tax percent applicable to the inventory. Gross Price Enter the gross price of the inventory. Discount Percent Enter the discount provided in the inventory in percentage. Discount Amount Enter the discount amount provided in the inventory. Net Price Enter the net price of the inventory. Line Tax Enter the line tax provided in the inventory. Line Total Enter the line total amount provided in the inventory. Units Delivered/Received Enter the details of the units delivered which are part of the inventory. Line Completed Enter the details of the line completed in the inventory. Assigned To Select the user to whom the inventory is assigned. Created Time Enter the date when this inventory is created. Modified Time Enter the date when this inventory was modified. Cost Price Enter the cost price for the inventory. Cost Total Enter the cost total amount of the inventory. Total Stock Enter the total stock details of the inventory. Created By Select the user who created the inventory. Remaining Units Enter the details of the remaining units in the inventory which need to be fulfilled. Related Line Item ID Select the related Line Item ID of the inventory. Description Enter the details of the inventory. VAT Enter the VAT applicable on the inventory. Sales Enter the sales tax applicable to the items in the inventory. Service Enter the service tax applicable to the inventory. Inventory Details ID Enter the Inventory Details ID.
Invoice	Subject Enter the subject line of the invoice. Sales Order Enter or select the sales order for the invoice. Customer No Enter the customer number of the invoice. Invoice No Enter the invoice number. Contact Name Enter the contact name on the invoice. Invoice Date Enter the date when the invoice is created. Due Date Enter the date when the invoice is due. Purchase Order Enter or select the purchase order for the invoice. Adjustment Enter the details of the adjustments in the invoice. Excise Duty Enter the details of the excise duty. Sub Total Enter the subtotal amount in the invoice./td> Sales Commission Enter the commission details. Total Enter the total amount of the invoice. Tax Type Select the tax type applicable to the purchase order: Individual Group Discount Percent Enter the discount provided on the invoice in percentage. Discount Amount Enter the discount amount on the invoice. S&H Amount Enter the S & H amount in the invoice. Organization Name Enter the organization name for whom you are creating the invoice. Status Select the status of the invoice. Assigned To Select the user to whom the invoice is assigned. Created Time Enter the date when the invoice is created. Modified Time Enter the date when the invoice is last modified. Currency Enter or select the currency applicable for the invoice. Conversion Rate Enter the details of the currency conversion rate applicable. Last Modified By Select the user who last modified the invoice. Created By Select the user who created the invoice. Billing Address Enter the billing address of the organization for whom you are creating the invoice. Shipping Address Enter the shipping address of the organization for whom you are creating the invoice. Billing PO Box Enter the billing PO box number of the organization for whom you are creating the invoice. Shipping PO Box Enter the shipping PO box number of the organization for whom you are creating the invoice. Billing City Enter the billing city name of the organization for whom you are creating the invoice. Shipping City Enter the shipping city name of the organization for whom you are creating the invoice. Billing State Enter the billing state name of the organization for whom you are creating the invoice. Shipping State Enter the shipping state name of the organization for whom you are creating the invoice. Billing Postal Code Enter the billing postal code of the organization for whom you are creating the invoice. Shipping Postal Code Enter the shipping postal code of the organization for whom you are creating the invoice. Billing Country Enter the billing country name of the organization for whom you are creating the invoice. Shipping Country Enter the shipping country name of the organization for whom you are creating the invoice. Terms & Conditions Enter the details of the terms and conditions applicable to the invoice. Description Enter the details of the invoice. Gross Total Enter the gross total of the invoice. Line Discount Enter the line discount applied to the invoice. Total Discount Enter the total discount applied to the invoice. Global Discount Enter the global discount applied to the invoice. Net Total (aGD) Enter the total net amount of the invoice. Net Total (bGD) Enter the total net amount of the invoice. Total Tax Enter the total tax amount of the invoice. VAT Enter the VAT amount of the invoice. Total Tax Retention Enter the total tax retention amount of the invoice. Sales Enter the sales amount of the invoice. SH Total Enter the SH total amount of the invoice. Service Enter the service details of the invoice. SH tax Enter the SH tax amount of the invoice. Grand Total Enter the grand total amount of the invoice. Final Adjustment Enter the final adjustments on the invoice. Invoice ID Enter the Invoice ID.
Login History	Login ID Enter the Login ID. Username Enter the username of the login user. User IP Enter the user's IP address. Logout Time Enter the user's logout time. Login Time Enter the user's login time. Status Enter the status of the user.
Messages	Messages Number Enter the message number. Message Name Enter the message name. Message Type Select the message type. Related To Select the option to which the messages are related to. Messages UniqueId Enter the Message Unique ID. Clicked Enter the details if the email has been clicked. Dropped Enter the details if the message has been dropped. Bounce Enter the details if the message has been bounced. Open Enter the details if the message has been opened. Delivered Enter the details on whether the message is delivered. Emails Empty Enter the details on whether the email is empty without a message. Unsubscribe Enter the details of the unsubscribe link. spam Enter the details on whether the message belongs to spam. Assigned To Select the user to whom the message was assigned. Status Select the status of the message. Last URL Clicked Enter the details of the last URL clicked by the user. Created Time Enter the time when the message was created. Modified Time Enter the date when the message is modified. Email Template Select the email template for the message. Campaign Select the campaign for which you are sending the message. Last Event Time Enter the time when was last event held. Account Select the associated account with the message. Created By Select the user who created the message. Contact Select the contact for the message. Lead Select the lead from which you received the contact for sending the message. Document Select the applicable document. Description Enter the details of the message. Message ID Enter the message ID.
ModComments	Comment Enter the comment. Assigned To Select the user to whom the comment is assigned. Related To Select the option to which the comment is related to. Creator Select the user who created this comment. Created Time Enter the date when the comment is created. Modified Time Enter the date when the comment is modified. Parent Comment Select the parent comment to which this comment is a reply or a thread. Related Assigned Email Enter the email address of the assignee. ModComment ID Enter the ModComment ID.
PBXManager	Call From Enter the details from whom the call is sent. Call To Enter the details to whom the call is for. Time Of Call Ente the time of the call. Status Enter the status of the call: Active Inactive PBX UUID Enter the PBX UUID of the call. PBX Manager ID Enter the PBX Manager ID.
Potential	Opportunity Name Enter the name of the opportunity. Opportunity No Enter the opportunity number. Related To Select the option to which the opportunity is related to. Amount Enter the amount that this opportunity generates. Type Select the opportunity type. Expected Close Date Enter the date when this opportunity is expected to close. Lead Source Select the source of the opportunity. Next Step Enter the steps that lead to closing the opportunity successfully. Assigned To Select the user to whom the opportunity is assigned. Sales Stage Select the stage of the sale for this opportunity. Campaign Source Select the campaign from which the opportunity was received. Probability Enter the probability of completing this opportunity. Modified Time Enter the date when the opportunity is last modified. Created Time Enter the date when the opportunity is created. Last Modified By Select the user who last modified the opportunity. Forecast Amount Enter the amount forecasted from this opportunity. Email Enter the email address of the contact for this opportunity. Is Converted From Lead Enter the details if this opportunity is converted from a lead. Converted From Lead Enter the details of the lead. Created By Select the user who created the opportunity record. Description Enter the details of the opportunity. Potential ID Enter the Potential ID.
PriceBooks	Price Book Name Enter the name of the price book. Active Enter the details on whether the price book is active. Price Book No Enter the price book number. Created Time Enter the date when the price book is created. Modified Time Enter the date when the price book is last modified. Currency Enter or select the currency applicable for the price book. Last Modified By Select the user who last modified the price book. Created By Select the user who created the price book. Description Enter the details of the price book. Pricebook ID Enter the Price Book ID.
Products	Product Name Enter the product name. Product No Enter the product number. Product Active Enter the details on whether the product is active. Part Number Enter the product part number. Sales Start Date Enter the start date when the product sale begins. Manufacturer Select the manufacturer of the product. Product Category Select the product category. Support Start Date Enter the start date when the product support begins. Sales End Date Enter the date the product sale ends. Support Expiry Date Enter the date when the product support ends. Vendor Name Enter the vendor for the product. Website Enter the product website URL. Vendor Part No Enter the vendor part number of the product. Mfr Part No Enter the manufacturer part number of the product. Product Sheet Enter the product sheet details. Serial No Enter the product serial number. Created Time Enter the date when the product record is created. GL Account Select the GL account for the product. Modified Time Enter the date when the product record is modified. Last Modified By Select the user who last modified the product record. Created By Select the user who created the product record. Unit Price Enter the unit price of the product. Commission Rate Enter the commission amount of the product. Tax Class Enter the tax details of the product. Cost Price Enter the cost price of the product. Usage Unit Enter the usage unit details of the product. Qty/Unit Enter the number of product units available. Qty. in Stock Enter the number of product units available in stock. Reorder Level Enter the reorder level for the product. Handler Select the handler who handles the product. Qty. in Demand Enter the number of product units in demand. Divisible Enter the divisibility of the product. Product Image Enter the link or URL to the product image. Description Enter the details of the product. Product ID Enter the Product ID.
ProductComponent	From Product Select the product from which you are taking the component. Valid from Enter the date the component is valid from. To Product Select the product to which you are adding the component. Valid to Enter the date the component is valid up to. Quantity Enter the number of components. Relation Number Enter the relation number of the component. Relation Mode Select the relation mode. Assigned To Select the user who is assigned this component. Created Time Enter the date when the product component is created. Modified Time Enter the date when the product component was modified. Description Enter the details of the product component. Instructions Enter the instructions for using the product component. Product Component ID Enter the Product Component ID.
Project	Project Name Enter the project name. Project Number Enter the project number. Start Date Enter the project start date. Assigned To Select the user to whom the project is assigned. Target End Date Enter the project's expected end date. Status Select the status of the project. Type Select the project type. Related To Select the option to which the project is related to. Email Enter the email address of the assignee. Created By Select the user who created the project. Target Budget Enter the target amount for this project. URL Enter the website URL associated with the project. Progress Select the project progress percent. Created Time Enter the date on which the project record is created. Modified Time Enter the date when the project record is modified. Last Modified By Select the user who last modified the project details. Description Enter the task details. Project ID Enter the Project ID.
ProjectMilestone	Milestone Name Enter the milestone name. Milestone No Enter the milestone number. Project Select the project to which this milestone associated with. Milestone Date Enter the milestone date. Assigned To Select the user to whom the milestone is assigned. Type Select the milestone type. Created By Select the user who created this milestone. Created Time Enter the date when the milestone is created. Modified Time Enter the date when the milestone details are modified. Last Modified By Select the user who last modified the milestone details. Description Enter the details of the milestone. Project Milestone ID Enter the Project Milestone ID.
ProjectTask	Task Name Enter the task name. Task Number Enter the task name. Priority Select the priority of the task. Type Select the task type. Task Code Enter the task code. Project Select the project associated with the task. Assigned To Select the user to whom the task is assigned. Email Enter the email address of the assignee. Status Select the task status. Created By Select the user who created the task. Progress Enter the details of the task progress. Worked Hours Enter the hours spent on the task. Start Date Enter the start date of the task. End Date Enter the date by when the task must be completed. Created Time Enter the date on which the task record is created. Modified Time Enter the date when the task record is modified. Last Modified By Select the user who last modified the task details. Description Enter the task details. Project Task ID Enter the Project Task ID.
Purchase Order	Subject Enter the subject line of the purchase order. Purchase Order No Enter the Purchase Order Number. Vendor Name Enter the vendor name to whom this purchase order belongs to. Requisition No Enter the requisition number of the purchase order. Tracking Number Enter the tracking number of the purchase order. Contact Name Enter the contact name for the purchase order. Due Date Enter the date by when the purchase order should be fulfilled. Carrier Select the carrier to deliver the items or products in the purchase order. Adjustment Enter the details of the adjustments in the purchase order. Sales Commission Enter the commission details in the purchase order. Excise Duty Enter the details of the excise duty. Total Enter the total amount in the purchase order. Sub Total Enter the sub total amount in the purchase order. Tax Type Select the tax type applicable to the purchase order: Individual Group Discount Percent Enter the discount applied to the purchase order in percentage. Discount Amount Enter the discount amount applied to the purchase order. S&H Amount Enter the S & H amount in the purchase order. Status Select the status of the purchase order. Assigned To Select the user who is assigned this purchase order. Created Time Enter the date when the purchase order is created. Modified Time Enter the date when the purchase order is last modified. Currency Enter or select the currency applicable for the purchase order Conversion Rate Enter the details of the currency conversion rate applicable. Last Modified By Select the user who last modified the purchase order. Created By Select the user who created the purchase order. Billing Address Enter the billing address of the organization for whom you are creating the purchase order. Shipping Address Enter the shipping address of the organization for whom you are creating the purchasing order. Billing PO Box Enter the billing PO box number of the organization for whom you are creating the purchase order. Shipping PO Box Enter the shipping PO box number of the organization for whom you are creating the purchase order. Billing City Enter the billing city name of the organization for whom you are creating the purchase order. Shipping City Enter the shipping city name of the organization for whom you are creating the purchase order. Billing State Enter the billing state name of the organization for whom you are creating the purchase order. Shipping State Enter the shipping state name of the organization for whom you are creating the purchase order. Billing Postal Code Enter the billing postal code of the organization for whom you are creating the purchase order. Shipping Postal Code Enter the shipping postal code of the organization for whom you are creating the purchase order. Billing Country Enter the billing country name of the organization for whom you are creating the purchase order. Shipping Country Enter the shipping country name of the organization for whom you are creating the purchase order. Terms & Conditions Enter the details of the terms and conditions applicable to the purchase order. Terms and Conditions Enter the details of the terms and conditions applicable to the purchase order Description Enter the details of the purchase order. Gross Total Enter the gross total of the purchase order. Line Discount Enter the line discount applied to the purchase order. Total Discount Enter the total discount applied to the purchase order. Global Discount Enter the global discount applied to the purchase order. Net Total (aGD) Enter the total net amount of the purchase order. Net Total (bGD) Enter the total net amount of the purchase order. Total Tax Enter the total tax amount of the purchase order. VAT Enter the VAT amount of the purchase order. Total Tax Retention Enter the total net amount of the purchase order.; Sales Enter the sales amount of the purchase order. SH Total Enter the SH total amount of the purchase order. Service Enter the total net amount of the purchase order. SH Tax Enter the SH tax amount of the purchase order. Grand Total Enter the grand total amount of the purchase order. Final Adjustment Enter the details of the final adjustments made to the purchase order. Purchase Order ID Enter the Purchase Order ID.
Sales Orders	Subject Enter the subject line of the sales order. Opportunity Name Enter or select the opportunity name of the sales order. Customer Number Enter the customer number of the sales order. Sales Order Number Enter the sales order number of the sales order. Quote Name Enter or select the quote name of the sales order. Purchase Order Enter the purchase order details of the sales order. Contact Name Enter the contact person's name for the sales order. Due Date Enter the date when the sales order is due. Carrier Select the carrier for the sales order. Pending Enter the details of the pending items in the sales order. Status Select the status of the sales order. Adjustment Enter the details of the adjustments in the sales order. Sales Commission Enter the details of the sales commission in the sales order. Excise Duty Enter the details of the excise duty amount in the sales order. Total Enter the total amount in the sales order. Sub Total Enter the sub total amount in the sales order. Tax Type Select the tax type applicable to the sales order: Individual Group Discount Percent Enter the discount provided in the sales order in percentage. Discount Amount Enter the discount amount on the sales order. S&H Amount Enter the S & H amount in the sales order. Organization Name Enter the organization name to which the sales order belongs to. Assigned To Select the user to whom the sales order is assigned. Created Time Enter the date when the sales order is created. Modified Time Enter the date when the sales order is last modified. Currency Enter or select the currency applicable for the sales order Conversion Rate Enter the details of the currency conversion rate applicable. Last Modified By Select the user who last modified the sales order. Created By Select the user who created the sales order. Invoiced Enter the details if the sales order is invoiced to the organization. Enable Recurring Billing Enter the details on whether this is a recurring order. Billing Frequency Select the frequency of the billing. Billing Period Starts On Enter the start date of the billing period. Billing Period Ends On Enter the end date of the billing period. Payment Period Select the payment period for the billing. Invoice Status Select the status of the invoice. Billing Address Enter the billing address of the organization for whom you are creating the sales order. Shipping Address Enter the shipping address of the organization for whom you are creating the sales order. Billing PO Box Enter the billing PO box number of the organization for whom you are creating the sales order. Shipping PO Box Enter the shipping PO box number of the organization for whom you are creating the sales order. Billing City Enter the billing city name of the organization for whom you are creating the sales order. Shipping City Enter the shipping city name of the organization for whom you are creating the sales order. Billing State Enter the billing state name of the organization for whom you are creating the sales order. Shipping State Enter the shipping state name of the organization for whom you are creating the sales order. Billing Postal Code Enter the billing postal code of the organization for whom you are creating the sales order. Shipping Postal Code Enter the shipping postal code of the organization for whom you are creating the sales order. Billing Country Enter the billing country name of the organization for whom you are creating the sales order. Shipping Country Enter the shipping country name of the organization for whom you are creating the sales order. Terms & Conditions Enter the details of the terms and conditions applicable to the sales order. Terms and Conditions Enter the details of the terms and conditions applicable to the sales order. Description Enter the details of the sales order. Gross Total Enter the gross total of the sales order. Line Discount Enter the line discount applied to the sales order. Total Discount Enter the total discount applied to the sales order. Global Discount Enter the global discount applied to the sales order. Net Total (aGD) Enter the total net amount of the sales order. Net Total (bGD) Enter the total net amount of the sales order. Total Tax Enter the total tax amount of the sales order. VAT Enter the VAT amount of the purchase order. Total Tax Retention Enter the total tax retention of the sales order. Sales Enter the sales amount of the sales order. SH Total Enter the SH total amount of the sales order. Service Enter the service details of the sales order. SH Tax Enter the SH tax amount of the sales order. Grand Total Enter the grand total amount of the sales order. Final Adjustment Enter the details of the final adjustments made to the sales order. Sales Order ID Enter the Sales Order ID.
ServiceContracts	Subject Enter the subject of the service contract. Contract Number Enter the contract number. Related To Select the option to which this contract belongs to. Assigned To Select the user to whom the service contract is assigned. Type Select the contract type. Tracking Unit Select the tracking unit for the contract. For example, days. Start Date Enter the start date of the contract. Total Units Enter the total units of the contract. Due Date Enter the date when the contract is due for renewal. Used Units Enter the units used from the contract total number of units. End Date Enter the date when the contract ends. Status Select the status of the contract. Planned duration (in Days) Enter the duration planned for the contract in days. Priority Select the priority of the contract. Actual Duration (in Days) Enter the actual duration of the contract in days. Progress Enter the information on how the contract is progressing. Created Time Enter the date when the contract record is created.; Last Modified By Select the user who last modified the contract details. Modified Time Enter the date when the contract was modified. Created By Select the user who created the contract record. Service Contracts ID Enter the Service Contract ID.
Services	Service Name Enter the service name. Service No Enter the service number. Usage Unit Enter the usage unit for the service. For example, days, hours, and so on. Active Enter the details on whether the service is active. No of Units Enter the units by which the service should be delivered. Website Enter the website URL for the service. Category Select the category associated with the service. Owner Select the user to whom the service is assigned. Sales Start Date Enter the date on which the service sale starts. Sales End Date Enter the date on which the service sale ends. Support Start Date Enter the date on which the service support starts. Support Expiry Date Enter the date on which the service support ends. Created Time Enter the date when the service record is created. Modified Time Enter the date when the document was modified. Last Modified By Select the user who last modified the service. Created By Select the user who created the service record. Price Enter the price for the service. Commission Rate Enter the commission rate for the service. Tax Class Enter the tax amount applicable to the service. Cost Price Enter the cost price for the service. Divisible Enter the divisible details of the service. Products Select the products for which this service is applicable. Description Enter the details of the service. Service ID Enter the Service ID.
Quotes	Subject Enter the subject line of the quote. Opportunity Name Enter the name of the organization for whom you are creating the quote. Quote Number Enter the quote number. Quote Stage Select the status of the quote. Valid Till Enter the date of the validity of the quote. Contact Name Enter the contact name for the quote. Carrier Select the carrier to deliver the items or products. Sub Total Enter the sub total amount of the quote. Shipping Enter the shipping details. Inventory Manager Select the inventory manager for the quote. Total Enter the total amount of the quote. Tax Type Select the tax type applicable to the quote: Individual Group Discount Percent Enter the discount on the quote in percentage. Discount Amount Enter the discount on the quote. S&H Amount Enter the S & H amount for the quote. Organization Name Enter the name of the organization for which you are creating the quote. Assigned To Select the user who owns the quote. Created Time Enter the date when the quote is created. Modified Time Enter the date when the quote is last modified. Adjustment Enter the details of the price adjustments made in the quote. Currency Enter or select the currency applicable for the quote. Conversion Rate Enter the details of the currency conversion rate applicable to the quote. Last Modified By Select the user who last modified the quote. Doc Select the document applicable for the quote. Created By Select the user who created the quote. Billing Address Enter the billing address of the client or contact for whom you are creating the quote. Shipping Address Enter the shipping address of the client or contact for whom you are creating the quote. Billing PO Box Enter the PO Box number in the contact's billing address. Shipping PO Box Enter the PO box number in the contact's shipping address. Billing City Enter the city name in the contact's billing address. Shipping City Enter the city name in the contact's shipping address. Billing State Enter the state name in the contact's billing address. Shipping State Enter the state name in the contact's shipping address. Billing Postal Code Enter the postal code in the contact's billing address. Shipping Postal Code Enter the postal code in the contact's shipping address. Billing Country Enter the country name in the contacts billing address. Shipping Country Enter the country name in the contact's shipping address. Terms & Conditions Enter the details of the terms and conditions applicable to the quote. Terms and Conditions Enter the details of the terms and conditions for the quote. Description Enter the details of the quote. Gross Total Enter the gross total of the quote. Line Discount Enter the line discount applied to the quote. Total Discount Enter the total discount applied to the quote. Global Discount Enter the global discount applied to the quote. Net Total (aGD) Enter the total net amount of the quote. Net Total (bGD) Enter the total net amount of the quote. Total Tax Enter the total tax amount. VAT Enter the VAT amount. Total Tax Retention Enter the total tax retention amount. Sales Enter the sales amount. SH Total Enter the details of the SH total amount. Service Enter the service tax amount on the quote. SH Tax Enter the SH Tax amount applicable to the quote. Grand Total Enter the total amount of the quote. Final Adjustment Enter the amount that is finally adjusted in the quote. Quote ID Enter the Quote ID.
Users	User Name Enter the name of the user. Admin Enter the admin details of the user. Email Enter the email address of the user. Status Enter the status of the user. First Name Enter the first name of the user. Second Name Enter the second name of the user. Role Enter the role or position of the user. Currency Enter the applicable currency of the user. Digit Grouping Pattern Enter the first name of the user. Decimal Separator Select the decimal separator. Digit Grouping Separator Select the digit grouping separator. Symbol Placement Select the symbol placement. Number Of Currency Decimals Select the decimals for currency. Default Lead View Select the default lead view for the user. Default Calendar View Select the default calendar view for the user. Calendar Hour Format Select the calendar format for the user. Signature Enter the signature of the user. Day starts at Select the work day start time for the user. Day ends at Select the work day end time for the user. Title Enter the title for the user. Fax Enter the fax number of the user. Department Enter the department of the user. Other Email Enter an alternative email address of the user. Office Phone Enter the office phone number of the user. Secondary Email Enter the secondary email address of the user. Mobile Enter the mobile number of the user. Reports To Select the manager of the user to whom he/she reports to. Home Phone Enter the home phone number of the user. Other Phone Enter any other phone number of the user if exists. Date Format Select the date format of the user. Documents Enter the details of the document of the user. Time Zone Select the timezone of the user. Internet Mail Composer Enter the internet mail composer details of the user. For example, Gmail. Theme Select a theme for the user. Language Enter the language used by the user for writing emails or converse. Send Copy of email Enter the details if the sent email should be received as a copy to the self. Street Address Enter the street name in the user's contact address. Country Enter the country name in the user's contact address. City Enter the city name in the user's contact address. Postal Code Enter the postal code in the user's contact address. State Enter the street name in the user's contact address. ID Enter the User ID.
Vendors	Vendor Name Enter the name of the vendor. Vendor Number Enter the vendor number. Email Enter the email address of the vendor. Phone Enter the phone number of the vendor. GL Account Select the General Ledger account number of the vendor. Website Enter the website URL of the vendor. Created Time Enter the date when the vendor account is created. Category Enter the category to which the vendor belongs to. Modified Time Enter the date when the vendor details were last modified. Last Modified By Enter the user who last modified the details of the vendor. Assigned To Select the user who owns the vendor account. Created By Select the user who created the vendor account. Street Enter the street name in the contact address of the vendor. PO Box Enter the PO Box number in the contact address of the vendor. City Enter the city name in the contact address of the vendor. State Enter the state name in the contact address of the vendor. Postal Code Enter the Postal Code in the contact address of the vendor. Country Enter the country name in the contact address of the vendor. Description Enter the details of the vendor. Vendor ID Enter the Vendor ID.
Workflow	Workflow ID Enter the workflow ID. Module Name Enter the module name for which you are creating the workflow. Summary Enter the brief summary of the workflow. Test Enter the details if you are testing this workflow. Execution Condition Enter the condition to execute the workflow. Default Workflow Enter the details if this is the default workflow for the module. Type Enter the type of workflow. Scheduled Type ID Enter the Scheduled Type ID. Scheduled Time Enter the scheduled time for the workflow. Scheduled Day of Month Enter the day in the month to execute the workflow. Scheduled Day of Week Enter the day in the week to execute the workflow. Scheduled Annual Dates Enter the dates in the year to execute the workflow. Next Trigger Time Enter the time after which the workflow will trigger again. Scheduled Minute Interval Enter the interval in minutes. purpose Enter the purpose of the workflow. Relate Module Enter the details of the module with which you want to relate the workflow module.

Delete Object

Deletes an existing object by its ID and type.

Element type	Select the element type whose object details you want to delete.
Object ID	Enter the Object ID.

Relate Objects

Relate the selected objects.

Element type	Select the element type whose object details you want to relate to.
Record ID	Enter the Record ID.
Relate To	Select the element type and record with which you want to relate the object.

Retrieve Object

Retrieves an object.

Element type	Select the element type whose object details you want to retrieve.
Record ID	Enter the Record ID.

Update Object

Updates an existing object by its ID and type.

Element type	Select the element type whose objects you want to search.
Object ID	Enter the Object ID you want to update.

Searches

Search Object

Retrieves objects of selected type match specified criteria.

Element type	Select the element type whose objects you want to search.
Object ID	Enter the Object ID whose details you want to search.