E

E-Mail Router, 51–57

inbound messages, 52–54

outbound messages, 54–55

tracking tokens, 56–57

e-mail server, configurations, authoring Reporting Services reports, 300–301, 300–301

e-mail templates, 31–41

applications, 31

attributes, 36

creating and sharing personal E-Mail templates, 38

creating or modifying, 35–38

data fields, 36–38, 36–38

inserting graphics and HTML into, 39–41

inserting templates into e-mail messages, 34–35

New Case Acknowledgement, 346–347

sending direct e-mail, 32–34

E-Mail Tracking feature (router), 51–57

inbound messages, 52–54

outbound messages, 54–55

Edit Filter Criteria tool (Common Tasks), views customization, 183

editions, 12–13

else if condition, 333

Enable/Disable action (entity privileges), 81

Enterprise Resource Planning (ERP) applications, 10–11

entities (system entities), 18–22, 99, 210–217

Account entity, 18

Activity entity, 18

attributes, 120–138

adding custom attributes, 128–132

closing dialogs, 134–138

data types, 122–123

deleting, 132–133

modifications, 127–128

properties, 121–122

requirement levels, 123–124

review of current schema, 124–127

Case entity, 18

Contact entity, 18

customization, 21, 22, 95–139, 99

activities, 190–197

application navigation tools, 235–255

concepts, 97–101

creating custom entities, 218–235

display areas, 255

forms, 141–168

relationships, 199–215

site map, 238–254

views, 168–190

Lead entity, 18

mapping, 200

non-customizable, 99

Note entity, 19

Opportunity entity, 19

status reason values, 328–329

status values, 328–329

support for workflow process rules, 324

user interface areas, 20–21

views, as reporting and analysis tool, 258, 259–260

Entity Activity views, 195–196

Entity Definition section (user interface), creating custom entities, 231–232

entity editor, 124–125

entity form (Reporting Services reports), 277–279

Entity list (Reporting Services reports), 276–277

entity privileges, 81

EntityOnly method, Metadata Web service, 387

ERP (Enterprise Resource Planning) applications, 10–11

Error action, resolving collisions, 113

Event Detail Properties dialog box, 160

Event Detail Properties page, 150

Event is enabled check box, 150

events

client-side SDK, 451–453

adding event code, 452

adding steps to field event, 453

customizing form events, 452

post-callout, 394

pre-callout, 394

server-side SDK callouts, 394

workflow, 328–330

Events properties, form fields, 160–161

Events tab (Form Properties page), 146–147

Excel

exported files, 268–269

format for report exports, 283

mail merge feature, 60–61

reporting and analysis, 258, 260–271

dynamic PivotTables, 266–270

dynamic worksheets, 267–269

exporting data, 264–267

Microsoft Query, 269–270

refreshing external data, 262–264

static vs. dynamic exports, 261–262

static worksheets, 265–266

Execute method, 383

execution settings, 299

Expiration Date attribute, 43

export options, 282–283

Export Selected Customizations command (More Actions menu), 242

Export to Excel miscellaneous privilege, 83

Export Workflow Wizard, 325, 357

exporting customizations, 108–110, 114–115

exportable items, 108–109

manually editing export files, 114–115

one or more customizations, 109–110

exporting data, dynamic Excel files, 264–267

extension attribute, 305

External Connector licenses, 13, 14, 506–507

external data, refreshing dynamic Excel files, 262–264

external reports

accessing custom reports, 309–310

creating custom reports, 306–308, 308–309

external Web sites, integration, 504–516

architecture, 504–506

External Connector license, 506–507

sample code, 507–515