Financial Integration Example

If your desktop application is integrated with Eden Financial Systems, you can select Eden account numbers on the work order forms.

The basic steps required in the Lucity Administration for Web Apps are listed briefly below. For instructions on setting up the Eden InForum Gold Integration in the Desktop application, consult the Lucity Help guide. You must then clear the web cache before any changes to the integration setup will take effect in the web forms.

  1. In Lucity Administration for Web Apps, add the "Account Number" and "Project Number" component types to the Work Order forms.
  2. Eden account and project numbers are comprised of multiple levels or segments. Users on the web will be able to click the button Picklist beside the fields to access the Segment selection dialogs.

    Account Number Selection

  3. Users can then click on the Segment 1, Segment 2, and Segment 3 buttons to select from lists of pre-existing account and project numbers.

See Also

Add Fields

Knowledge Base Example

Scripts Example

Parts Integration Example

Partial Defaulting Example