Index

A

access

custom external reports, 309–310

form editor, 143

levels, 77–80

query string parameters, 413

Account entity, 18

Account Overview report, authoring Reporting Services reports, 287–292

Acrobat (PDF) File, as format for report exports, 284

actions, workflow, 335–343

Assign Entity, 339–340

Call Assembly, 342–343

Change Status, 339

Create Activity, 336

Create Note, 338

Post URL, 340

Run Subprocess, 340–341

Send E-Mail, 337

Stop, 341–342

Update Entity, 338–339

Actions menu commands

Change Stage, 344

Create Rule From Template, 325

Move Up/Down, 342

Sharing, 89

Update Icons, 230

Active Directory, users, disabling or deleting, 70

Active option (Process tab, View list), 354

activities, 190–197

attributes, 196–197

default views, 193–194

forms, 196–197

types of activities, 191–192

views, 193–196

Activity entity, 18

Add a Section tool (Common Tasks), forms customization, 145

Add a Tab tool (Common Tasks), forms customization, 145

Add an IFrame tool (Common Tasks), forms customization, 145

Add Fields tool (Common Tasks), forms customization, 145

Add Find Columns tool (Common Tasks), views customization, 183

Add View Columns tool (Common Tasks), views customization, 183

Add Web Reference dialog box, 378

administration tasks, report management, 310–311

Advanced Find feature, 60–61, 258, 259–260

Advanced Find View (system-defined view), 176–177

after condition, 334

All option (Process tab, View list), 354

Always scrolling option, IFrames, 168

Announcements feature, 43–44

attributes, 43

publishing customizations, 107

APIs (application programming interfaces), 373

Append action (entity privileges), 81

Append To action (entity privileges), 81

Application Mode, 411–412

application programming interfaces (APIs), 373

Apply Rule command (More Actions menu), 322

Apply Rule dialog box, 323

appointment book, ISV.config files, 472

architecture

external Web site integration, 504–506

server-side SDK, 375–377

SQL Server Reporting Services, 274–275

Area element (sitemap.xml file), 245–246

areas (wunderbar buttons), 239

Article templates, 29–30

As Necessary scrolling option, IFrames, 168

assemblies

calling, workflow, 350–353

referencing, 414

workflow plug-in, server-side SDK, 397–407

Assign action (entity privileges), 81

Assign action, relationship behaviors influence on, 205

Assign Entity action (workflow), 339–340

Assign Entity dialog box, 339

Assign events (workflow), 328

Assign Role miscellaneous privilege, 82

Assign Territory to User miscellaneous privilege, 83

assigned roles, users, retrieving (sample code), 420

associated entities, creating custom entities, 232

Associated View (system-defined view), 175–176

attributes, 120–138

activities, 196–197

adding custom attributes, 128–132

announcements, 43

Area element (sitemap.xml file), 245–246

calculating maximum number, 101–102

closing dialogs, 134–138

CrmService Web service, 386

custom and customizable entities, 100

data types, 122–123, 130–131

deleting, 132–133

e-mail templates, 36

editing Report.config file, 304–305

Group element (sitemap.xml file), 247–248

icons, 132

mapping picklist attributes, 216–217

modifications, 127–128

Privilege element (sitemap.xml file), 251–252

properties, 121–122

requirement levels, 123–124

review of current schema, 124–127

SiteMap element (sitemap.xml file), 243–245

SubArea element (sitemap.xml file), 249–251

templates, 36

auditing data, server-side SDK sample code, 429–439

authentication

filtered views, 414–415

testing users and roles, 417

authoring Reporting Services reports, 284–304

configuring e-mail server, 300–301

contextual reports, 296

creating reports, 293–295

editing reports, 286–287

execution settings, 299

modifying Account Overview report, 287–292

pre-filters, 296, 297–298

Report Designer add-in installation, 285–286

Report Manager, 298–299

reporting parameters, 295

scheduling e-mail reports, 301–304

scheduling reports for e-mail delivery, 300

tools, 285

auto number fields, server-side SDK sample code, 421–425

automatic logon, turning off in Local intranet zone, 71

automation

business process automation, 9

refresh option, 261

support, 10