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    Eagle

    Type Caption Description
    Field Type Specifies the type of the KPI.
    Field No. Specifies the number of the KPI.
    Field Name Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters. This field is formatted red for KPIs with errors.
    Field Description Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters. This field is formatted red for KPIs with errors.
    Field Error Text Specifies a message that is displayed if a KPI has an error. The error needs to be resolved before the KPI can be used. This field is hidden if the KPI has no errors.
    Field Calculate Specifies the calculation method. Areas of use can be to see when something was processed last, whether it was performed correctly and what you need to act on now.
    Field Additional Link Settings Specifies whether it should be possible to set up the Link (DrillDown) with more choices regarding filters and which pages it is possible to choose from. Enable this to be able to select pages for the link other than those using the source table specified for the KPI, and also to be able to specify filters for the link that differ from the KPI.
    Field Enabled Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
    Field Table No. Specifies the number of the table that is the data source for the KPI.
    Field Table Name Specifies the name of the table that is the data source for the KPI.
    Field Calculate Field No. Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
    Field Calculate Field Name Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
    Field Date/Time Selection Specifies whether the KPI should use the oldest or latest date for the selected field. Useful for calculating how long it has been since the first or last record was created.
    Field Time Unit Specifies the time unit to use for the KPI. The KPI is rounded to the nearest unless another option has been selected in the Rounding Type field.
    Field Page No. Specifies the number of the page to open when the KPI is clicked and used for DrillDown.
    Field Page Name Specifies the name of the page to open when the KPI is clicked and used for DrillDown.
    Field Open in New Tab Specifies whether the page should be opened in a new tab when the KPI is clicked and used for DrillDown.
    Field Filters Specifies the number of filters that have been applied to the KPI. Select the link to edit the filters.
    Field Date Filters Specifies the number of date filters that have been applied to the KPI. Select the link to edit the date filters.
    Field Filter Related Table Specifies whether to add filter in a related table. Useful if you want to filter the KPI on values in a related table.
    Field Related Table No. Specifies the number of the related table to which a filter should be added to limit the number that this KPI calculates.
    Field Related Table Name Specifies the name of the related table to which a filter should be added to limit the number that this KPI calculates.
    Field Couplings Specifies the number of relationships between the table and the related table. Select the link to edit the relationships.
    Field Filters Specifies the number of filters that have been applied to the related table. Select the link to edit the filters.
    Field Date Filters Specifies the number of date filters that have been applied to the related table. Select the link to edit the date filters.
    Field Page No. Specifies the number of the page to open when the KPI is clicked and used for DrillDown.
    Field Page Name Specifies the name of the page to open when the KPI is clicked and used for DrillDown.
    Field Open in New Tab Specifies whether the page should be opened in a new tab when the KPI is clicked and used for DrillDown.
    Field Filters Specifies the number of filters that have been applied to the Link. Select the link to edit the filters.
    Field Date Filters Specifies the number of date filters that have been applied to the Link. Select the link to edit the date filters.
    Field Values Specifies the number of values that will be applied to the record when opening the page. This can be useful with some specific pages, as the Project Journal. Select the link to edit the values.
    Field My Companies Visibility Specifies whether the user-defined KPI should be visible as a column on the My Companies page for all users or hidden by default.
    Field My Companies (Role Center) Visibility Specifies whether the KPI should be visible as a column on the My Companies list on the role center for all users or hidden by default.
    Field Cue Visibility Specifies whether the user-defined KPI should be visible as a cue on the role center for all users or hidden by default.
    Field Cue Link Opens In Specifies what should happen when the data cue of the user-defined KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.
    Field Lower Zero Threshold Specifies the lower threshold for the KPI. If the calculated value is above this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is above a certain threshold.
    Field Upper Zero Threshold Specifies the upper threshold for the KPI. If the calculated value is below this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is below a certain threshold.
    Field Rounding Type Specifies how to round the calculated value. This can be useful if you want to round the calculated value to a certain number of decimals.
    Field Rounding Precision Specifies the size of the interval that you want between rounded amounts. This can be useful if you want to round the calculated value to a certain number of decimals.
    Field Factor Specifies a factor to multiply the calculated value with. This can be useful if you want to show a KPI as a thousands.
    Field Show Opposite Sign Specifies whether calculated numbers should be displayed with the opposite sign. Negative numbers will be shown as positive. Positive numbers will be shown with a minus sign.
    Field Minimum Decimal Places Specifies the minimum number of decimal places to display for the calculated value.
    Field Maximum Decimal Places Specifies the maximum number of decimal places to display for the calculated value.
    Field Prefix Specifies a prefix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign.
    Field Suffix Specifies a suffix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign. If a percent sign is entered, the number is multiplied by 100.
    Action Clear Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset.
    Action Use Template Start a guide to configure the User-defined KPI using templates.
    Action Filters (KPI) View or edit the filters for the selected line.
    Action Date Filters (KPI) View or edit the date filters for the selected line.
    Action Filters (Link) View or edit the filters for the page of the selected line.
    Action Date Filters (Link) View or edit the date filters for the page of the selected line.
    Action Copy From Copy another User-defined KPI.
    Sub page Expression Expression Lines
    Sub page Preview Eagle KPI Preview
    Sub page Used By Expression Terms
    Sub page Used By Expression Terms
    Sub page Used By Expression Terms

    Eagle KPI Preview

    Type Caption Description
    Action Refresh Update the calculated value.
    Action Open in New Tab Open the configured link in a new tab.

    User-defined KPIs

    Type Caption Description
    Field Type Specifies the Type of the KPI.
    Field No. Specifies the number of the KPI.
    Field Name Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters.
    Field Description Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters.
    Field Enabled Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
    Field Calculate Specifies how the KPI is calculated. It can either be the number of rows in the selected table (within the filter) or the sum of a specified field.
    Field Calculate Field No. Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
    Field Calculate Field Name Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
    Action Set Up Eagle KPIs Create KPIs manually or using templates.

    Client Actions

    Type Caption Description
    Field Id Specifies the Object ID of the function.
    Field Description Specifies the description of the function.

    Client Company Categories

    Type Caption Description
    Field Code Specifies the client company category's unique code. Useful for grouping the companies on the My Companies page.
    Field Description Specifies the description of the client company category.

    Client Companies

    Type Caption Description
    Field Code Specifies the client company's unique code and can be edited on the Client Company Settings page.
    Field Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Environment Code Specifies the code of the environment entered on the Environments page.
    Field Group Code Specifies the group code of the environment entered on the Environments page.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Enabled Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
    Action Set Enabled Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
    Action Set Disabled Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
    Action Function Setup Open the setup page for reports, pages and actions that apply to the selected company.

    Client Companies

    Type Caption Description
    Field User Tasks Specifies the number of active user tasks that is assigned to me or my group. The number is based on the client companies found on the My Companies page.
    Field Different Version Specifies the number of client companies found on the My Companies page that have a different version of Eagle than the service agency (this company). Having different versions can affect which features that can be used in Eagle.
    Field Reload Needed Specifies the number of client companies found on the My Companies page that needs to be reloaded.
    Field Ongoing Purch. Credit Memos Specifies the number of purchase credit memos not yet posted. The number is based on the client companies found on the My Companies page.
    Field Ongoing Purch. Invoices Specifies the number of purchase invoices not yet posted. The number is based on the client companies found on the My Companies page.
    Field Ongoing Purch. Orders Specifies the number of purchase orders not yet posted. The number is based on the client companies found on the My Companies page.
    Field Overdue Purch. Cr. Memos Specifies the number of posted purchase credit memos that have fallen due. The number is based on the client companies found on the My Companies page.
    Field Overdue Purch. Invoice Amount Specifies the sum of the Overdue Purch. Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
    Field Overdue Purch. Invoices Specifies the number of posted purchase invoices that have fallen due. The number is based on the client companies found on the My Companies page.
    Field Open Purch. Invoice Amount Specifies the sum of the Open Purch. Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
    Field Documents in Import Journals (ExFlow) Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
    Field Documents in Approval Status (ExFlow) Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
    Field Rejected Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
    Field Documents on hold (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
    Field Approved Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
    Field Ongoing Sales Credit Memos Specifies the number of sales credit memos not yet posted. The number is based on the client companies found on the My Companies page.
    Field Ongoing Sales Invoices Specifies the number of sales invoices not yet posted. The number is based on the client companies found on the My Companies page.
    Field Ongoing Sales Orders Specifies the number of sales orders not yet posted. The number is based on the client companies found on the My Companies page.
    Field Open Sales Invoice Amount Specifies the sum of the Open Sales Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
    Field Overdue Sales Credit Memos Specifies the number of posted sales credit memos that have fallen due. The number is based on the client companies found on the My Companies page.
    Field Overdue Sales Invoice Amount Specifies the sum of the Overdue Sales Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
    Field Overdue Sales Invoices Specifies the number of posted sales invoices that have fallen due. The number is based on the client companies found on the My Companies page.
    Field Error Specifies the number of client companies found on the My Companies page for which an error occurred while any of the reload companies actions was performed.
    Field Errors Exist Specifies the number of client companies found on the My Companies page for which any type of error has occurred. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
    Field Job Queue Errors Specifies the number of job queue errors in the client companies found on the My Companies page.
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up Cues Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

    Client Companies

    Type Caption Description
    Field Code Specifies the client company's unique code and can be edited on the Client Company Settings page.
    Field Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Environment Code Specifies the code of the environment entered on the Environments page.

    Client Companies

    Type Caption Description
    Field Code Specifies the client company's unique code and can be edited on the Client Company Settings page.
    Field Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Environment Code Specifies the code of the environment entered on the Environments page.
    Field Group Code Specifies the group code of the environment entered on the Environments page.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Enabled Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
    Action Get Companies Get companies from the environment and populate the Client Companies list.
    Action Set Enabled Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
    Action Set Disabled Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
    Action Function Setup Open the setup page for reports, pages and actions that apply to the selected company.
    Action Pricing Open a pricing information page.

    Client Companies

    Type Caption Description
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Enabled Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
    Action Enable All Set all companies as enabled in Eagle. Only enabled companies are possible to add on the My Companies page.
    Action Set Enabled Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
    Action Set Disabled Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.

    Client Company Settings

    Type Caption Description
    Field Code Specifies the client company's unique code.
    Field Category Code Specifies the category code of the client company. Use the Edit in Excel action to facilitate changes.
    Field Environment Code Specifies the code of the environment entered on the Environments page.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Group Code Specifies the group code of the environment entered on the Environments page.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Enabled Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
    Action Set Enabled Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
    Action Set Disabled Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
    Action Function Setup Open the setup page for reports, pages and actions that apply to the selected company.
    Action Pricing Open a pricing information page.

    Combined Date Filters

    Type Caption Description
    Field Calculate dates from Specifies the date from which the date filter is calculated from. Show the FactBox pane to see a preview of the calculated dates for the selected line.
    Field Code Specifies the code for the combined date filter. Combined Date Filters can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
    Field Description Specifies the description of the combined date filter. Combined Date Filters can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
    Field Date Filter Specifies the date filter that is used to calculate the dates for the combined date filter. The Date Filter can only be changed for those lines that are User Defined.
    Field User Defined Specifies whether the line has been inserted by a user or the application.
    Action Recreate Recreate all date ranges, date formulas and combined date filters that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted lines.
    Action Add Date Formula Add a new date formula to the date filter.
    Action Add Date Range Add a new date range to the date filter.
    Sub page Date Preview Date Preview

    Copilot Function Proposals

    Type Caption Description
    Field Selected Specifies whether the suggested function is selected.
    Field Description Specifies the description of the suggested function.

    Suggest functions with Copilot

    Type Caption Description
    Action Generate Generate function proposals with Dynamics 365 Copilot.
    Action Confirm Proceed with the selected functions.
    Action Discard Discard the function proposals by Dynamics 365 Copilot.
    Action Regenerate Regenerate function proposals with Dynamics 365 Copilot.
    Sub page Copilot Function Proposals Copilot Function Proposals

    Suggest KPIs with Copilot

    Type Caption Description
    Action Generate Generate KPI proposals with Dynamics 365 Copilot.
    Action Confirm Proceed with the selected KPIs.
    Action Discard Discard the KPI proposals by Dynamics 365 Copilot.
    Action Regenerate Regenerate KPI proposals with Dynamics 365 Copilot.
    Sub page Copilot KPIs Proposals Copilot KPIs Proposals

    Copilot KPIs Proposals

    Type Caption Description
    Field Selected Specifies whether the suggested KPI is selected.
    Field Description Specifies the description of the suggested KPI.

    Current Workflow Step

    Type Caption Description
    Field No. Specifies the number of the currently active workflow step.
    Field Type Specifies the type of the current workflow step. The type determines the behavior of the step.
    Field Description Specifies the description of the current workflow step.
    Field Links Specifies the number of links that are configured in the current step. Select the link to view the URLs.
    Field Link Specifies the link for the current step. Select the link to open the URL.

    Date Preview

    Type Caption Description
    Field Calculations based on Specifies the date on which the calculation is based.
    Field Date Filter Specifies the calculated date filter.
    Field Date/Time Filter Specifies the calculated date and time filter.
    Field Calculated Date Specifies the calculated date.

    Date Filters

    Type Caption Description
    Field Type Specifies the type of source for which a filter can be specified by selecting a Date Code.
    Field Table Specifies the name of the table for which a filter can be specified by selecting a Date Code.
    Field No. Specifies the number of the object for which a filter can be specified by selecting a Date Code.
    Field Name Specifies the name of the object for which a filter can be specified by selecting a Date Code.
    Field Caption Specifies the caption of the object for which a filter can be specified by selecting a Date Code.
    Field Date Calculation Type Specifies how dates set via the Date Code field are to be calculated.
    Field Date Calculation Type Specifies how dates set via the Date Code field are to be calculated.
    Field Relative to Specifies whether the date filter should be based on today's date or the set working date.
    Field Date Code Specifies the code that controls how dates are calculated. Expand the FactBox pane to see a preview of how the date(s) are calculated for the selected date code.
    Field Start Time Specifies the start time of the date filter. This will only be applied on fields of the date time type.
    Field End Time Specifies the end time of the date filter. This will only be applied on fields of the date time type.
    Field Error message Specifies an error message for a field.
    Sub page Date Preview Date Preview

    Date Formulas

    Type Caption Description
    Field Calculate dates from Specifies the date from which the "Calculated Date" field is calculated. Show the FactBox pane to see a preview of the calculated dates.
    Field Code Specifies the code for the date formula. Date Formulas can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
    Field Description Specifies the description of the date formula. Date Formulas can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
    Field Date Formula Specifies a formula that determines how a date is calculated. It can either be used as a Date Formula in advanced filters when applied to Functions, or it can be a start date or an end date for a date filter that is set on the Date Ranges page and then applied to functions. The Date Formula can only be changed for those lines that are User Defined in this list. Show the FactBox pane to see a preview of the calculated dates for the selected line.
    Field User Defined Specifies whether the line has been inserted by a user or the application.
    Action Recreate Recreate all date formulas that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted date formulas.
    Sub page Date Preview Date Preview

    Date Ranges

    Type Caption Description
    Field Calculate dates from Specifies the date from which the "Calculated Start Date" and the "Calculated End Date" fields are calculated from. Show the FactBox pane to see a preview of the calculated dates for the selected line.
    Field Code Specifies the code for the date range. Date Ranges can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
    Field Description Specifies the description of the date range. Date Ranges can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
    Field Start Date Formula Code Specifies the code of a Date Formula to use to calculate the start date of the date range. Show the FactBox pane to see a preview of the calculated dates for the selected line. The Start Date Formula Code can only be changed for those lines that are User Defined.
    Field End Date Formula Code Specifies the code of a Date Formula to use to calculate the end date of the date range. Show the FactBox pane to see a preview of the calculated dates for the selected line. The End Date Formula Code can only be changed for those lines that are User Defined.
    Field User Defined Specifies whether the line has been inserted by a user or the application.
    Action Recreate Recreate all date ranges and date formulas that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted date ranges and date formulas.
    Sub page Date Preview Date Preview

    Date/Time Format

    Type Caption Description
    Field Name Specifies the name of the date/time format.
    Field Example Specifies an example of the date/time format based on the current date.

    Eagle

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.
    Action Set Up Cues Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

    Eagle Client Setup

    Type Caption Description
    Field Output Queue Data Retention Specifies how long the data (result) in the Eagle Output Queue table is kept. This is usually a shorter time than the Output Queue Retention.
    Field Output Queue Retention Specifies how long the records (entries) in the Eagle Output Queue table is kept. This is usually a longer time than the Output Queue Data Retention.
    Action Service Agencies View all companies that use Eagle as a Service Agency for this client company. The information displayed may be helpful when troubleshooting.

    Eagle Cue Setup

    Type Caption Description
    Field Type Specifies the type of row and can either be role center or activities.
    Field Id Specifies the unique identifier of the role center or activities.
    Field Name Specifies the name of the role center or activities.
    Field KPI Type Specifies the type of the user-defined KPI.
    Field KPI No. Specifies the number of the user-defined KPI.
    Field KPI Name Specifies the name of the user-defined KPI. This field is formatted red for KPIs with errors.
    Field Visible Specifies whether the user-defined KPI should be displayed in the current role center or activities.
    Field Enabled Specifies whether the user-defined KPI is enabled for use.
    Action Set Visible Display the selected KPIs as cues for the current role centers and activities.
    Action Set Hidden Hide the selected KPIs from being displayed as cues in the current role centers and activities.
    Action Eagle KPIs Setup View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.
    Action My Eagle KPIs Setup View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.

    Eagle KPIs Setup

    Type Caption Description
    Sub page Predefined KPIs Predefined KPIs
    Sub page User-defined KPIs User-defined KPIs
    Sub page Expression Terms Expression Terms
    Sub page User-defined KPIs (This Company) User-defined KPIs
    Sub page User-defined KPIs (My - This Company) User-defined KPIs

    My Eagle KPIs Setup - This Company

    Type Caption Description
    Sub page My User-defined KPIs User-defined KPIs
    Sub page My Expression Terms Expression Terms

    Eagle KPIs Setup - This Company

    Type Caption Description
    Sub page User-defined KPIs User-defined KPIs
    Sub page Expression Terms Expression Terms

    Eagle Output Queue

    Type Caption Description
    Field Entry No. Specifies the unique identifier of the record.
    Field Type Specifies the type of the requested function.
    Field No. Specifies the ID of the requested function.
    Field Description Specifies the description of the requested function.
    Field Status Specifies the status of the record. Read the Error Message for more information if an error has occurred. It can also be useful to select the Filters and the Job Queue Entry actions for troubleshooting.
    Field Created Specifies when the record was created.
    Field Created By Specifies the User ID of the one who requested the function.
    Field Started At Specifies when the job queue started to process the record.
    Field Completed At Specifies when the job queue stopped to process the record.
    Field Result Specifies if the job queue that processed the record generated a result. If the record has Status "Completed" but lacks a result, it is because the performed function did not generate anything that can be downloaded. If this is not the expected outcome, you can use the Filters and the Job Queue Entry actions or click on the link in the Created From field for troubleshooting.
    Field Data Entries Specifies the number of data entries created by the job queue that processed the record. Only applicable if the requested function created more than one result entry.
    Field Metadata Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
    Field Error Specifies if the job queue that processed the record generated an error.
    Field Error Message Specifies an error message, if the job queue that processed the record generated an error.
    Field Created From Specifies the URL from which the record was generated. Go to the source of the requested function by clicking on the link and see more information and actions.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action Job Queue Entry Open the Job Queue Entry that processed the record. Useful for troubleshooting scenarios.
    Action Filters View the filters that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
    Action Additional Settings View the additional settings that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
    Action Update Status Check the status of the selected record.
    Action Metadata View the metadata that the record has generated.

    Eagle Setup

    Type Caption Description
    Field Company Type Specifies the type of company and is set to "Client" by default. The companies that should be used for performing tasks in Eagle on behalf of its clients should be set to "Service Agency". If a company is both a provider and a recipient of administrational services, the company should be set to "Service Agency & Client". If Eagle should be used only for the current company, set it to "Single Company".
    Field Profile ID Specifies the profile to use in all client companies when opened from Eagle. It is possible to override this setting by specifying which profile to use on the Environments, My Environments and Settings for My Companies pages.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing functions. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Keep Eagle Output Queue Data Specifies whether to keep the data in the Eagle Output Queue table in the Client Company. If this is not enabled, the data in the Eagle Output Queue table is deleted when the function is completed.
    Field Manual Reload Role Center KPIs Specifies whether the user needs to manually reload the KPIs on the role center. If this is enabled, the user must use the Reload KPIs action to reload the KPIs. If this is not set, the KPIs are reloaded automatically when the role center is opened and refreshed.
    Field Queue Entry Data Retention Specifies for how long the data in the Queue Entry table is kept. This is usually a shorter time than the Queue Entry Retention.
    Field Queue Entry Retention Specifies for how long the records in the Queue Entry table is kept. This is usually a longer time than the Queue Entry Data Retention.
    Field Use custom Azure App Registration Specifies whether to use the Azure App registration provided by SmartApps or not. Enable this to enter your own Client Id and Client Secret. Upon deactivation, the specified data is deleted.
    Field Client Id Specifies the application (client) id from the App Registration in Azure Active Directory. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
    Field Client Secret Specifies the application (client) secret from the App Registration in Azure Active Directory, known only to your application and the authorization server. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
    Field Use custom Azure OpenAI endpoint Specifies whether to use the Azure OpenAI endpoint provided by SmartApps or not. Enable this to enter your own Azure OpenAI endpoint, deployment name and secret. Upon deactivation, the specified data is deleted.
    Field Azure OpenAI Endpoint Specifies the endpoint of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
    Field Azure OpenAI Deployment Name Specifies the deployment name of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
    Field Azure OpenAI API Key Specifies the API Key of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
    Action Environments View or edit the environments. View the FactBox on the Environments page for general information and open the Environment Card to see all client companies.
    Action Function Setup View or edit the settings for which reports, actions and pages that can be opened and enqueued (ordered) and with which filters.
    Action Queue Result Settings View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled.
    Action Eagle KPIs Setup View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed.
    Action Promoted KPIs View or edit which Predefined and User-defined KPIs to display as promoted in the role center. The Promoted KPIs have a different layout and are displayed above the other data cues on the role center.
    Action Date Formulas View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date.
    Action Date Ranges View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range.
    Action Combined Date Filters View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas.
    Action Eagle User Setup View or edit the user settings in Eagle.
    Action Eagle Cue Setup Specify the role centers and activities that the Eagle user-defined KPIs should be displayed in as data cues.
    Action Functions & KPIs Guide Create new functions and KPIs.

    Eagle User Setup

    Type Caption Description
    Field User ID Specifies the ID of the user to be used for individual settings.
    Field Queue Administrator Specifies if the user should be a Queue Administrator and handle the queue for all users.
    Field Additional Logging Specifies if additional logging should be enabled for the user. This should only be enabled when troubleshooting in collaboration with SmartApps.
    Field Additional Logging Until Specifies until when additional logging should be enabled for the user.
    Field Direct Queue Processing Specifies whether enqueued Queue Entries created from Eagle should start directly in the background instead of using scheduled job queue entries. This is useful for Delegated Administrators, who is not allowed to use Scheduled Tasks.

    Environment App Version

    Type Caption Description
    Field App Name Specifies the name of the application that is installed in the environment (belonging to the client company).
    Field App Version Specifies the version of the application that is installed in the environment (belonging to the client company).
    Field Installed Version Specifies the version of the application that is installed in the service agency (current environment).
    Field Recommended Minimum Version Specifies the minimum version of the application that is recommended to use. It is important to upgrade to the recommended version to ensure you can use all supported functions and KPIs.

    Environment App Versions

    Type Caption Description
    Field App Name Specifies the name of the application that is installed in the environment (belonging to the client company).
    Field App Version Specifies the version of the application that is installed in the environment (belonging to the client company).

    Environment

    Type Caption Description
    Field Code Specifies the code of the environment.
    Field Customer No. Specifies the number of the customer to whom the environment is connected.
    Field Name Specifies the environment's name.
    Field Group Code Specifies a group code for this client.
    Field Include Evaluation Companies Specifies if Evaluation Companies should be included for this environment.
    Field Authentication Method Specifies the value of the Authentication Type field.
    Field WebServiceKey Username Specifies the username that should be used when authenticating against this environment. This setting is only in use when using WebServiceKey.
    Field Web Service Key Specifies the Web Service Key that should be used when authenticating against this environment. This setting is only in use when using WebServiceKey.
    Field Microsoft Entra Tenant ID Specifies the Microsoft Entra Tenant ID or Tenant Domain Name that should be used when connecting to this environment.
    Field Environment Name Specifies the name of the Business Central environment that should be used when connecting to this environment.
    Field Environment Link Specifies the link used to access the environment's companies.
    Field Enabled Specifies whether the environment is enabled.
    Field This Environment Specifies whether this is the environment currently in use. This is used to facilitate the setup of the current environment and company.
    Field API URL Specifies the API URL that should be used when using WebServiceKey.
    Field Profile ID Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the My Environments and Settings for My Companies pages.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
    Action Companies Open the companies for this environment.
    Action Users Open a list of the users who will have access to this environment.
    Action Function Setup Set up reports, actions and pages for this environment.
    Action Get Companies Get companies from the environment and populate the Client Companies list.
    Action Grant Admin Consent Login and grant administrator consent for Eagle to access Business Central data in this environment. A global administrator needs to log in and accept in order to use Eagle. If the global administrator does not have access to Business Central, you can use the Show Admin Consent URL action to copy the URL and distribute it to the right person.
    Action Show Admin Consent URL View the URL that can be used to grant administrator consent for this environment. Copy the link and distribute it to the global administrator of the tenant of this environment.
    Action Enter Credentials Enter the login details for this tenant again. Useful if you need to change logged in user.
    Sub page Client Companies Client Companies
    Sub page Details Environment FactBox
    Sub page App Versions Environment App Versions

    Environment FactBox

    Type Caption Description
    Field Eagle Version Specifies the version of the Eagle app, which is retrieved from the client environment.
    Field Different Version Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
    Field Localization Code Specifies the code of the localization for the environment.
    Field Business Central Version Specifies the version of Business Central Base Application.
    Field Last Refreshed Specifies when the last successful reload was performed.
    Field No. of Companies Specifies the total number of companies in the environment.
    Field No. of Enabled Companies Specifies the number of enabled companies in the environment. Only enabled companies are possible to add on the My Companies page.

    Environment Groups

    Type Caption Description
    Field Code Specifies the code of the group. Can be used when sorting or filtering pages such as My Companies.
    Field Description Specifies a description for the group.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
    Action Up Move the record up one step in the list to affect the sorting order on the page where functions are enqueued.
    Action Down Move the record down one step in the list to affect the sorting order on the page where functions are enqueued.
    Action Function Setup Open the setup page for reports, pages and actions that apply to the selected group.

    Environments - Eagle

    Type Caption Description
    Field Code Specifies the code of the environment.
    Field Name Specifies the name of the environment.
    Field Enabled Specifies whether the environment is enabled.
    Field Group Code Specifies the value of the Group Code field.
    Field Customer No. Specifies the value of the Customer No. field.
    Field Profile ID Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the My Environments and Settings for My Companies pages.
    Field Eagle Version Specifies the version of the Eagle app, which is retrieved from the client environment.
    Field Business Central Version Specifies the version of Business Central Base Application.
    Field Localization Code Specifies the code of the localization for the environment.
    Field Last Refreshed Specifies the value of the Last Refreshed field.
    Field Include Evaluation Companies Specifies the value of the Include Evaluation Companies field.
    Field Link Specifies the link used to access the environment's companies.
    Field No. of Companies Specifies the total number of companies in the environment.
    Field No. of Enabled Companies Specifies the number of enabled companies in the environment. Only enabled companies are possible to add on the My Companies page.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
    Action Companies Show the companies for this environment.
    Action Users Open a list of the users who will have access to this environment.
    Action Environment Groups Show environment groups.
    Action Function Setup Set up reports, actions and pages for this environment.
    Sub page Details Environment FactBox
    Sub page App Versions Environment App Versions

    Expression Lines

    Type Caption Description
    Field Opening Parenthesis Specifies if this line starts with an opening parenthesis.
    Field Type Specifies the type of the line. It can either be an expression term or a value entered in the Constant Value field.
    Field Type Specifies the type of the line. It can either be an expression term or a value entered in the Constant Value field.
    Field Type Specifies the type of the line. It can either be an expression term or a value entered in the Constant Value field.
    Field Constant Value Specifies a value to use in the expression. For example, it can be used to show a KPI in thousands by dividing by 1000, or to enter a number that is not in Business Central, such as market share or population.
    Field No. Specifies the number of the expression term to use in the expression.
    Field Description Specifies the description of the line and is inherited from the expression term if specified.
    Field Closing Parenthesis Specifies if this line ends with a closing parenthesis.
    Field Operator Specifies the operator to use between the current term and the next to calculate the expression.
    Field Expand Specifies if the preview expression should be expanded to show the full expression.
    Action Open Expression Term Open the Expression Term card.

    Expression Terms

    Type Caption Description
    Field Type Specifies the Type of the expression term.
    Field No. Specifies the number of the expression term.
    Field Name Specifies the name of the expression term.
    Field Description Specifies the description of the expression term.
    Field Error Text Specifies a message that is displayed if an expression term has an error. The error needs to be resolved before the expression term can be used. This field is hidden if no expression terms has errors.
    Field Calculate Specifies how the expression term is calculated. It is possible to choose Expression, and have multiple levels of expression terms, but be aware that this increases complexity and makes it more difficult to control the calculation for expression terms at the highest level. It can also negatively affect performance.
    Field Enabled Specifies if the expression term is enabled to be used. Once an expression term has been enabled, only the Description field can be changed. To make other changes, you must first disable the expression term.
    Action Export Download the selected expression terms including all settings. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported settings file to add expression terms. Ensure that the numbers of the expression term to be imported are available. Useful when migrating settings between companies/environments.
    Action Generate AL Template Code Show the AL code used for the selected expression terms. Useful when expression terms should be added as a template in an extension.

    Expression Terms

    Type Caption Description
    Field Type Specifies the type of the KPI.
    Field No. Specifies the number of the KPI.
    Field Name Specifies the name of the KPI.
    Field Description Specifies the description of the KPI.
    Action Open Opens the KPI card.

    Expression Terms

    Type Caption Description
    Field No. Specifies the number of the expression term.
    Field Name Specifies the name of the expression term.
    Field Description Specifies the description of the expression term.
    Field Error Text Specifies a message that is displayed if an expression term has an error. The error needs to be resolved before the expression term can be used. This field is hidden if no expression terms has errors.
    Field Calculate Specifies how the expression term is calculated. It is possible to choose Expression, and have multiple levels of expression terms, but be aware that this increases complexity and makes it more difficult to control the calculation for expression terms at the highest level. It can also negatively affect performance.
    Field Enabled Specifies if the expression term is enabled to be used. Once an expression term has been enabled, only the Description field can be changed. To make other changes, you must first disable the expression term.
    Action Clear Clear all fields that have been set for this expression term. Useful if all fields configured for this expression term should be reset.
    Action Clear Selected Clear all fields that have been set for the selected expression terms.
    Action Use Template Start a guide to configure the expression term using templates.
    Action Set Enabled Set the selected expression terms as enabled to be used. Only the expression terms that are correctly set up will be enabled. Open the card for each expression term to see the error text related to expression terms that could not be enabled.
    Action Set Disabled Set the selected expression terms as disabled for use.
    Action Up Move the record one step up in the list and change the number of the expression term.
    Action Down Move the record one step down in the list and change the number of the expression term.
    Action Export Download the selected expression terms including all settings. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported settings file to add expression terms. Ensure that the numbers of the expression term to be imported are available. Useful when migrating settings between companies/environments.
    Action Generate AL Template Code Show the AL code used for the selected expression terms. Useful when expression terms should be added as a template in an extension.

    Additional Settings

    Type Caption Description
    Field Name Specifies the system name of the additional setting that can be applied for this function.
    Field Caption Specifies the name of the additional setting that can be applied for this function.
    Field Value Specifies the value to add as an extra setting that will be used when enqueuing the function. It can only be a distinct value and not a filter.
    Field Mandatory Specifies whether it is necessary to enter a Value for this additional setting.

    File Name/Path Placeholders

    Type Caption Description
    Field Name Specifies the name of the placeholder. The placeholder is part of the file name or path.
    Field Description Specifies the description of the placeholder and how it is created.

    File Name/Path Settings

    Type Caption Description
    Field Type Specifies whether the setting applies to file names or to paths.
    Field Code Specifies the code of the file name or path setting.
    Field Description Specifies the description of the file name or path setting.
    Field Additional Invalid Characters Specifies additional characters that should be removed from the file name/path. The following characters are always removed from both file names and paths: "*:<>? %#. The \ and / characters are always removed from file names.
    Action Add Placeholder Append a file name/path placeholder to the file name/path format. It is also possible to add placeholders manually on the File Name/Path Format FastTab.
    Action Test Setting Test that the current setting is valid.
    Action Insert Default Insert default file name placeholders. It is also possible to add placeholders manually on the File Name/Path Format FastTab.

    File Name/Path Settings

    Type Caption Description
    Field Type Specifies whether the setting applies to file names or to paths.
    Field Code Specifies the code of the file name or path setting.
    Field Description Specifies the description of the file name or path setting.
    Field File Name/Path Format Specifies the format of the file name or path.

    Files

    Type Caption Description
    Field Type Specifies whether it is a file or a folder.
    Field Name Specifies the name of the file or folder.
    Field Length Specifies the length of the file in bytes or the number of files inside the folder.
    Field Created Specifies the date and time when the file or folder was created.
    Field Odata.Id Specifies the OData ID of the file or folder.
    Action Download File Download the selected file.
    Action Create Folder Create a new folder to test and verify permissions.
    Action Create File Create a new file to test and verify permissions.
    Action Open SharePoint Library Open the SharePoint Library on a new tab.

    Function Categories

    Type Caption Description
    Field Code Specifies the code of the category.
    Field Description Specifies the description of the category.
    Field Scheduled Specifies the number of job queue entries that have been set up to process the functions within this category. Select the Schedule action to set up a new job queue entry.
    Action Schedule Schedule the selected function category by setting up a job queue entry to process all the functions within this category.

    Function Field Sorting

    Type Caption Description
    Field Field No. Specifies the field number.
    Field Name Specifies the name of the field.
    Action Up Move the record up one step in the list to affect the sorting order.
    Action Down Move the record down one step in the list to affect the sorting order.

    Function Fields

    Type Caption Description
    Field Field No. Specifies the field number.
    Field Name Specifies the name of the field.
    Field Calculated Specifies whether the field is calculated.
    Field Type Name Specifies the type of the field.
    Field Included Specifies whether the field should be included when exporting. Select the checkbox or the Include action to add the fields in the export.
    Action Include Specify that the selected fields are included in the export.
    Action Exclude Specify that the selected fields are not included in the export.
    Action Sort Open a new page to change the order of the columns to be exported.

    Filter Preview

    Type Caption Description
    Field Name Specifies the name of the field to which a filter has been applied.
    Field Filter Specifies the filter set on the field. The function's filter can be edited in the Workflow Automation.
    Action View Request Page Open the report's request page in view mode. Open the Workflow Automation to edit the filters.

    Function Filters

    Type Caption Description
    Field Field No. Specifies the number of the field.
    Field Field Caption Specifies the caption of the field.
    Field Field Name Specifies the name of the field.
    Field Type Specifies the type of filter to use. Change to System Filters to choose from predefined filters that can be used to filter on records related to the current user, company, environment, or tenant.
    Field Filter Specifies a filter for the line. Select the Check Filters action to verify that the selected filter is feasible. The Assist Edit button can be used for option values and system filter.
    Field Filter Group Specifies the filter group to use for this filter.
    Action Check Filters Open a new tab for the current company and the current page including filters. Use to check that the specified filter works as intended.

    Function Groups

    Type Caption Description
    Field Code Specifies the code of the group.
    Field Description Specifies the description of the group.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
    Field File Name Code Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Field Path Setting Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
    Field Path Code Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Field Direct Export Specifies whether the results of a requested function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings).
    Field Scheduled Specifies the number of job queue entries that have been set up to process the functions within this group. Select the Schedule action to set up a new job queue entry.
    Action Up Move the record one step up in the list. This will affect the sorting of the list where functions are started and enqueued.
    Action Down Move the record one step down in the list. This will affect the sorting of the list where functions are started and enqueued.
    Action Schedule Schedule the selected function group by setting up a job queue entry to process all the functions within the group.
    Action Functions View the functions in this group.

    Function Setup

    Type Caption Description
    Field Level Specifies the level of this setting. The settings can be created in multiple levels, where the settings in a more specific level takes precedence over the settings in a higher level.
    Field Level Id Specifies the unique identifier of this setting's level.
    Field Sort Order Specifies the order in which this list will be sorted by.
    Field Type Specifies the type of function to set up.
    Field No. Specifies the Object ID of the function to set up.
    Field Description Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
    Field Output Type Specifies the type of output that will be generated when enqueueing the function.
    Field Group Code Specifies the group that the lines will be grouped under.
    Field Category Code Specifies the category for the function. Area of use may be to use as a placeholder for name and/or path.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results to a file.
    Field Combined Results Specifies whether the results will be combined in one file. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
    Field Company Column Specifies which field from each company to add as the first column in the file. This is only mandatory to enter if the Combined Results toggle is enabled.
    Field File Export Settings Code Specifies the code for the file settings that will be used when downloading the result on the Queue Entries and Queue Entry Batches pages.
    Field File Name Code Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Field Path Setting Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
    Field Path Code Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Field Direct Export Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
    Field Filters Specifies if this record has any specified filters.
    Field Date Filters Specifies if this record has any specified date filters.
    Field Job Queue Category Code Specifies the Job Queue Category Code to use in the client companies when this function is processed.
    Field Adv. KPI Type Specifies the type of the User-defined KPI that is using this function, if used by a User-defined KPI.
    Field User-defined KPI No. Specifies the number of the User-defined KPI that is using this function, if used by a User-defined KPI.
    Action New from Template Start a guide to create a new function using templates.
    Action Up Move the record one step up in the list to affect the sorting order.
    Action Down Move the record one step down in the list to affect the sorting order.
    Action Filters If the type of the line is a page, open a list with filters for the selected line. For other types, open a request page.
    Action Values Open a list with values for the selected codeunit.
    Action Date Filters Open a list with date filters and date formulas for the selected line.
    Action Additional Settings Open and specify additional settings and see which values that must be specified to be able to enqueue the function. This action is only visible for functions that support additional settings.
    Action Fields Open a list of all fields in the selected table and specify which ones to include in the export.
    Action Start (New Tab) Open a new tab with the current company and the selected object.
    Action Start Runs the selected object in the current session.
    Action Delete Filters Delete all configured filters for the selected line.
    Action Copy from Select existing functions to copy from.
    Action Create Copy Create a copy of the selected function.
    Action Generate AL Template Code Show the AL code used for the selected functions. Useful when a function should be added as a template in an extension.
    Action Export Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported settings file to add function setup lines. Useful when migrating settings between companies/environments.
    Action Delete Selected Delete the selected functions.

    Function Setup

    Type Caption Description
    Field Level Specifies the level of this setting. The settings can be created in multiple levels, where the settings in a more specific level takes precedence over the settings in a higher level.
    Field Level Id Specifies the unique identifier of this setting's level.
    Field Sort Order Specifies the order in which this list will be sorted by.
    Field Type Specifies the type of function to set up.
    Field Type Specifies the type of function to set up.
    Field No. Specifies the Object ID of the function to set up.
    Field Description Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
    Field Output Type Specifies the type of output that will be generated when enqueueing the function.
    Field File Export Settings Code Specifies the code for the file settings that will be used when downloading the result on the Queue Entries and Queue Entry Batches pages.
    Field Group Code Specifies the group that the lines will be grouped under.
    Field Category Code Specifies the category for the function. Area of use may be to use as a placeholder for name and/or path.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.
    Field Job Queue Category Code Specifies the Job Queue Category Code to use in the client companies when this function is processed.
    Field Codeunit Execution Method Specifies the method that will be used to run the codeunit. Select "Single" if the codeunit should be executed once. Select "Loop" if the codeunit should repeat the execution cycle for each record in the filter until all records have been processed.
    Field Commit per Record Specifies whether there will be a commit after execution of each record.
    Field Use Record Filter Specifies whether the record should be filtered by it's primary key before the codeunit is called.
    Field Filters Specifies the number of filters that have been applied to the function. Select the link to edit the filters.
    Field Values Specifies the number of values that have been applied to the function. Select the link to edit the values.
    Field Filters Specifies whether this record has any filters applied. Select the link to edit the filters.
    Field Date Filters Specifies the number of date filters that have been applied to the function. Select the link to edit the date filters.
    Field Fields Specifies the number of fields that will be included in the export. Select the link to edit the fields.
    Field Adv. KPI Type Specifies the type of the User-defined KPI that is using this function, if used by a User-defined KPI.
    Field User-defined KPI No. Specifies the number of the User-defined KPI that is using this function, if used by a User-defined KPI.
    Field Scheduled Specifies the number of job queue entries that have been set up to process this function. Select the Schedule action to set up a new job queue entry.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results to a file.
    Field Direct Export Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
    Field Combined Results Specifies whether the results will be combined in one file. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
    Field Company Column Specifies which field from each company to add as the first column in the file. This is only mandatory to enter if the Combined Results toggle is enabled.
    Field File Name Code Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Field Path Setting Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
    Field Path Code Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
    Action Use Template Start a guide to configure the function using templates. This action is only available for functions that have not yet been configured.
    Action Filters If the type of the line is a page, open a list with filters for the selected line. For other types, open a request page.
    Action Values Open a list with values for the selected codeunit.
    Action Date Filters Open a list with date filters and date formulas for the selected line.
    Action Additional Settings Open and specify additional settings and see which values that must be specified to be able to enqueue the function. This action is only visible for functions that support additional settings.
    Action Fields Open a list of all fields in the selected table and specify which ones to include in the export.
    Action Start (New Tab) Open a new tab with the current company and the selected object.
    Action Start Runs the selected object in the current session.
    Action Delete Filters Delete all configured filters for the selected line.
    Action Create Copy Create a copy of the selected function.
    Action Export Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
    Action Schedule Schedule the selected function by setting up a job queue entry to process it.
    Action All Control Fields Open a list of all control fields of the current object. Useful for troubleshooting filters.
    Action Report Data Items Open a list of all data items of the current report. Useful for troubleshooting filters.
    Sub page Details Function Setup FactBox
    Sub page Filter Preview Filter Preview

    Function Setup FactBox

    Type Caption Description
    Field Type Specifies the type of function to set up.
    Field No. Specifies the Object ID of the function to set up.
    Field Object Name Specifies the original name of the configured object.
    Field Source Table No. Specifies the number of the table that is the source table of the selected object.
    Field Source Table Specifies the name of the table that is the source table of the selected object.

    Functions

    Type Caption Description
    Field Id Specifies the ID of the function.
    Field Type Specifies the type of function.
    Field No. Specifies the Object ID of the function.
    Field Description Specifies the description of the function.
    Field Source Specifies the source of the function.
    Field Source Description Specifies the description of the source of the function.

    Function Template Groups

    Type Caption Description
    Field Type Specifies the type of the function template group.
    Field Name Specifies the name of the function template group.

    Template Input

    Type Caption Description
    Field Type Specifies the elements in this template that is necessary to set for the Function.
    Field Description Specifies the description of the elements in this template that is necessary to set for the Function.
    Field Value Specifies a pre-filled value that should and sometimes needs to be changed to set the Function.
    Field Max Length Specifies the maximum length of the Value field if one is specified.
    Field Allow Blank Value Specifies if the template allows blank values.
    Field Preview for Date Range/Date Formula Specifies a preview of how the date is calculated for the selected date formula or range. The calculation is based on the current work date.
    Field Preview for Date Range with Date/Time Specifies a preview of how the date is calculated for the selected date formula or range if the filter should be applied on a date/time field. The calculation is based on the current work date.

    Functions

    Type Caption Description
    Field Selected Specifies whether the Function Template is selected.
    Field Group Name Specifies the groups to which the Function belongs. This can be changed. The first 20 characters will be used as the Group Code.
    Field Description Specifies the description of the Function. It is possible to change it in the guide.
    Field Output Type Specifies the type of output that will be generated when enqueueing the function.
    Field Type Specifies the type of the Function.
    Field Extension Name Specifies the name of the extension on which the Function is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the Function.
    Action Select Set the marked records as selected.
    Action Up Move the record one step up in the list to change the sort order.
    Action Down Move the record one step down in the list to change the sort order.

    Functions

    Type Caption Description
    Field Description Specifies the description of the function. It is either a caption for the object or a description entered manually.
    Field Source Level Specifies the level at which the settings have been set.
    Field Sort Order Specifies the order in which this list is sorted by.
    Field Type Specifies the type of function.
    Field No. Specifies the Object ID.
    Field Category Code Specifies the category for the function.
    Field Direct Export Specifies whether the result of the function is exported directly according to the specified queue result settings when it completes.
    Field Filters Specifies if the record has any filters that have been set.
    Field Date Filters Specifies if the record has any date filters that have been set.
    Field Combined Results Specifies if the results will be combined in one file or created as separate files per company. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
    Action Enqueue Report Request the selected reports.
    Action Enqueue Report (Manual filter) Request the selected report with a manual filter.
    Action Enqueue and Export Report To Request the selected reports and export it to the specified location.
    Action Enqueue and Export Report To (Manual filter) Request the selected report with a manual filter and export it to the specified location.
    Action Enqueue Table Data Request the selected table data.
    Action Enqueue and Export Table Data To Request the selected table data and export it to the specified location.

    Functions List

    Type Caption Description
    Field Description Specifies the description of the function. It is either a caption for the object or a description entered manually.
    Field Source Level Specifies the level at which the settings have been set.
    Field Sort Order Specifies the order in which this list is sorted by.
    Field Type Specifies the type of function.
    Field No. Specifies the Object ID.
    Field Category Code Specifies the category for the function.
    Field Direct Export Specifies whether the result of the function is exported directly according to the specified queue result settings when it completes.
    Field Filters Specifies if the record has any filters that have been set.
    Field Date Filters Specifies if the record has any date filters that have been set.
    Field Combined Results Specifies if the results will be combined in one file or created as separate files per company. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.

    Functions

    Type Caption Description
    Field Description Specifies the description of the function or group.

    Handled

    Type Caption Description
    Field Code Specifies the code for how an error in the queue entries was handled.
    Field Description Specifies the description for how an error in the queue entries was handled.

    User-defined KPIs

    Type Caption Description
    Field Selected Specifies whether the User-defined KPI Template is selected.
    Field Group Name Specifies the groups to which the KPI belongs. The group name is displayed in blue if the KPI belongs to the same group as the functions selected earlier in the guide.
    Field KPI No. Specifies the number of the User-defined KPI. It is possible to change it in the guide.
    Field Name Specifies the name of the User-defined KPI. It is possible to change it in the guide.
    Field Description Specifies the description of the User-defined KPI. It is possible to change it in the guide.
    Field Table Name Specifies the name of source table used for the KPI.
    Field Page Name Specifies the name of the page used for the Link. This page opens on a new tab in your browser when the KPI is used for DrillDown.
    Field Calculate Specifies how the KPI is calculated.
    Field Extension Name Specifies the name of the extension on which the User-defined KPI is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the User-defined KPI.
    Action Select Set the marked records as selected.
    Action Up Move the record one step up in the list and change the number of the KPI.
    Action Down Move the record one step down in the list and change the number of the KPI.

    KPIs

    Type Caption Description
    Field No. Specifies a unique identifier of the KPI.
    Field Name Specifies a name of the KPI.
    Field Group Specifies a group name to which the KPI belongs.
    Field User-Defined Caption Specifies a name that a user can assign to the KPI. It can be an abbreviation or a clearer name.
    Action Set Up Eagle KPIs Create KPIs manually or using templates.

    Manual Workflow Steps

    Type Caption Description
    Field Code Specifies the code of the manual workflow step.
    Field Description Specifies the description of the manual workflow step.

    My Companies

    Type Caption Description
    Field Code Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Client Company Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Environment Code Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Environment Group Code Specifies the group code of the environment entered on the Environments page.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Reload Needed Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
    Field User Tasks Specifies the number of active user tasks that is assigned to me or my group.
    Field LCY Code Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
    Field My Last Login Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
    Field Last Login Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
    Field Different Version Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
    Field Ongoing Sales Invoices Specifies the number of sales invoices not yet posted.
    Field Ongoing Sales Orders Specifies the number of sales orders not yet posted.
    Field Ongoing Sales Credit Memos Specifies the number of sales credit memos not yet posted.
    Field Ongoing Purch. Invoices Specifies the number of purchase invoices not yet posted.
    Field Ongoing Purch. Orders Specifies the number of purchase orders not yet posted.
    Field Ongoing Purch. Credit Memos Specifies the number of purchase credit memos not yet posted.
    Field Overdue Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that have fallen due.
    Field Overdue Sales Invoices Specifies the number of all posted sales invoices that have fallen due.
    Field Overdue Sales Credit Memos Specifies the number of all posted sales credit memos that have fallen due.
    Field Overdue Purch. Invoice Amount Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Invoices Specifies the number of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Cr. Memos Specifies the number of all posted purchase credit memos that have fallen due.
    Field Documents in Import Journals (ExFlow) Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
    Field Documents in Approval Status (ExFlow) Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
    Field Rejected Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
    Field Documents on hold (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
    Field Approved Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
    Field Open Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that are open.
    Field Open Purch. Invoice Amount Specifies the total amount in LCY for all posted purchase invoices that are open.
    Field Last Depreciated Posted Specifies the posting date of the last posted depreciation.
    Field Last Cash Receipt Journal Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
    Field Last Exchange Rate Adj. Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
    Field Last General Journal Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
    Field Last Inventory Post Cost Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
    Field Last Payment Journal Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
    Field Last VAT Settlement Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
    Field Last VP Pack (SweBase) Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
    Field My Allow Posting From Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
    Field My Allow Posting To Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
    Field Allow Posting From Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
    Field Allow Posting To Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
    Field Allow Deferral Posting From Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
    Field Allow Deferral Posting To Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
    Field Job Queue Errors Specifies the number of Job Queue Entries with the status "Error".
    Field Error Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Errors Exist Specifies whether an error occurred the last time the company was reloaded.
    Field Error Text Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Action Reload my companies Update all my companies and data such as KPIs.
    Action Reload selected companies Update the selected companies and data such as KPIs.
    Action Reload my companies (background) Reload all my companies and data, such as KPIs, by scheduling an update in the background.
    Action Reload my environments and companies Update my environments and refresh companies and company names, including data such as KPIs.
    Action Reload my environments and companies (background) Update my environments and refresh companies and company names, including data such as KPIs.
    Action Payment Suggestion Open the Payment Suggestion overview for the selected companies.
    Action Select Report (Manual filter) View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected company and report. You can select any of the reports set on the Functions Setup page.
    Action Select Page View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected company and page. You can select any of the pages set on the Functions Setup page.
    Action Select and Open KPI View KPI with set filters. The selected KPI will appear on a new tab in your browser for each selected company.
    Action Company Open the Role Center in the selected company on a new tab in your browser for each selected company.
    Action Customers Open the customer list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
    Action Vendors Open the vendor list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
    Action Chart of Accounts Open the Chart of Accounts in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
    Action Start Workflow Select and start a workflow automation for the selected company(s). A workflow contains the steps configured by a user. A step can be a function, a group of functions or a manual step.
    Action Enqueue Report Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report and company.
    Action Enqueue Report (PDF) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (PDF, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report and company.
    Action Enqueue Report (Excel) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
    Action Enqueue Report (Excel, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
    Action Enqueue and Export Report To Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue and Export Report To (Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue and Export Report To (PDF) Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue and Export Report To (PDF, Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue and Export Report To (Excel) Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
    Action Enqueue and Export Report To (Excel, Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
    Action Enqueue Table Data Export the fields from a table with the applied filters and file settings set on the Function Setup page.
    Action Enqueue and Export Table Data To Export the fields from a table with the applied filters and file settings set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
    Action Enqueue Codeunit Run a codeunit with the applied filters set on the Function Setup page.
    Action Enqueue and Export Codeunit To Run a codeunit with the applied filters set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
    Action Today View today's queued entries. All reports and actions that have been queued today by the current user will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
    Action Today View today's queued batches. All batches that have been queued by the current today will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
    Action Functions & KPIs Guide Create new functions and KPIs.
    Action Settings Open the setup page for my companies.

    My Companies

    Type Caption Description
    Field Code Specifies the client company's unique code.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Client Company Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Environment Code Specifies the code of the environment entered on the Environments page.
    Field Environment Group Code Specifies the group code of the environment entered on the Environments page.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Action My Companies Filter Specify a filter to control which companies to include. See the number of included companies in the My Companies field on the Eagle FastTab on the Job Queue Entry Card. Please note that it is the user who set the job queue entry to Ready who will process (enqueue) the scheduled function, which means that the processing will only include the companies to which this user has access. It is not possible to edit the filter when the Status is Ready or In Process.

    My Companies

    Type Caption Description
    Field Code Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Client Company Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Environment Code Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Environment Group Code Specifies the group code of the environment entered on the Environments page.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Reload Needed Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
    Field User Tasks Specifies the number of active user tasks that is assigned to me or my group.
    Field LCY Code Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
    Field My Last Login Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
    Field Last Login Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
    Field Different Version Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
    Field Ongoing Sales Invoices Specifies the number of sales invoices not yet posted.
    Field Ongoing Sales Orders Specifies the number of sales orders not yet posted.
    Field Ongoing Sales Credit Memos Specifies the number of sales credit memos not yet posted.
    Field Ongoing Purch. Invoices Specifies the number of purchase invoices not yet posted.
    Field Ongoing Purch. Orders Specifies the number of purchase orders not yet posted.
    Field Ongoing Purch. Credit Memos Specifies the number of purchase credit memos not yet posted.
    Field Overdue Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that have fallen due.
    Field Overdue Sales Invoices Specifies the number of all posted sales invoices that have fallen due.
    Field Overdue Sales Credit Memos Specifies the number of all posted sales credit memos that have fallen due.
    Field Overdue Purch. Invoice Amount Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Invoices Specifies the number of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Cr. Memos Specifies the number of all posted purchase credit memos that have fallen due.
    Field Documents in Import Journals (ExFlow) Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
    Field Documents in Approval Status (ExFlow) Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
    Field Rejected Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
    Field Documents on hold (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
    Field Approved Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
    Field Open Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that are open.
    Field Open Purch. Invoice Amount Specifies the total amount in LCY for all posted purchase invoices that are open.
    Field Last Depreciated Posted Specifies the posting date of the last posted depreciation.
    Field Last Cash Receipt Journal Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
    Field Last Exchange Rate Adj. Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
    Field Last General Journal Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
    Field Last Inventory Post Cost Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
    Field Last Payment Journal Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
    Field Last VAT Settlement Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
    Field Last VP Pack (SweBase) Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
    Field My Allow Posting From Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
    Field My Allow Posting To Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
    Field Allow Posting From Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
    Field Allow Posting To Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
    Field Allow Deferral Posting From Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
    Field Allow Deferral Posting To Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
    Field Job Queue Errors Specifies the number of Job Queue Entries with the status "Error".
    Field Error Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Errors Exist Specifies whether an error occurred the last time the company was reloaded.
    Field Error Text Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Action Reload my companies Update all my companies and data such as KPIs.
    Action Reload selected companies Update the selected companies and data such as KPIs.
    Action Reload my companies (background) Reload all my companies and data, such as KPIs, by scheduling an update in the background.
    Action Reload my environments and companies Update my environments and refresh companies and company names, including data such as KPIs.
    Action Reload my environments and companies (background) Update my environments and refresh companies and company names, including data such as KPIs.
    Action Payment Suggestion Open the Payment Suggestion overview for the selected companies.
    Action Company Open the Role Center in the selected company on a new tab in your browser for each selected company.
    Action Select Report (Manual filter) View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected company and report. You can select any of the reports set on the Functions Setup page.
    Action Select Page View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected company and page. You can select any of the pages set on the Functions Setup page.
    Action Customers Open the customer list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
    Action Vendors Open the vendor list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
    Action Chart of Accounts Open the Chart of Accounts in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
    Action Enqueue Report Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (PDF) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (PDF, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
    Action Enqueue Report (Excel) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
    Action Enqueue Report (Excel, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.

    Settings for My Companies

    Type Caption Description
    Field Code Specifies the client company's unique code.
    Field Client Company Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Environment Code Specifies the code of the environment.
    Field Environment Group Code Specifies the group code of the environment.
    Field Company Name Specifies the company name.
    Field Company Display Name Specifies the company display name.
    Field Hide Specifies if this company should be hidden on the My Companies page.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Profile ID Specifies the profile to use in the client company when opened from Eagle. It is possible to specify which profile to use on the Eagle Setup, Environments and My Environments pages but this setting overrides these.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
    Field Regional Settings Code Specifies the code of the regional settings that will be used when enqueueing a function.

    My Company

    Type Caption Description
    Field Code Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Badge Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Client Company Category Code Specifies the code of the client company category and can be assigned on the Client Company Settings page.
    Field Environment Code Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Environment Group Code Specifies the group code of the environment entered on the Environments page.
    Field Company Name Specifies the text entered in the Company Name field on the Companies page, in the client company.
    Field Evaluation Company Specifies if this is an evaluation company.
    Field Last Refreshed Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
    Field Reload Needed Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
    Field User Tasks Specifies the number of active user tasks that is assigned to me or my group.
    Field LCY Code Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
    Field My Last Login Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
    Field Last Login Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
    Field Different Version Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
    Field Scheduled Functions Specifies the number of scheduled functions. See more information by clicking on the link.
    Field Queue Entries Today Specifies the number of entries that I have enqueued today.
    Field Queue Entry Batches Today Specifies the number of batches that I have enqueued today.
    Field Queue Entries with Errors Today Specifies the number of entries I have enqueued today that ended with an error.
    Field Queue Entry Batches with Errors Today Specifies the number of batches I have enqueued today that ended with an error.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Job Queue Errors Specifies the number of Job Queue Entries with the status "Error".
    Field Error Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Errors Exist Specifies whether an error occurred the last time the company was reloaded.
    Field Error Text Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Ongoing Purch. Invoices Specifies the number of purchase invoices not yet posted.
    Field Ongoing Purch. Orders Specifies the number of purchase orders not yet posted.
    Field Ongoing Purch. Credit Memos Specifies the number of purchase credit memos not yet posted.
    Field Overdue Purch. Invoice Amount Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Invoices Specifies the number of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Cr. Memos Specifies the number of all posted purchase credit memos that have fallen due.
    Field Open Purch. Invoice Amount Specifies the total amount in LCY for all posted purchase invoices that are open.
    Field Documents in Import Journals (ExFlow) Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
    Field Documents in Approval Status (ExFlow) Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
    Field Rejected Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
    Field Documents on hold (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
    Field Approved Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
    Field Last VP Pack (SweBase) Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
    Field Ongoing Sales Invoices Specifies the number of sales invoices not yet posted.
    Field Ongoing Sales Orders Specifies the number of sales orders not yet posted.
    Field Ongoing Sales Credit Memos Specifies the number of sales credit memos not yet posted.
    Field Overdue Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that have fallen due.
    Field Overdue Sales Invoices Specifies the number of all posted sales invoices that have fallen due.
    Field Overdue Sales Credit Memos Specifies the number of all posted sales credit memos that have fallen due.
    Field Open Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that are open.
    Field Last Depreciated Posted Specifies the posting date of the last posted depreciation.
    Field Last Cash Receipt Journal Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
    Field Last Exchange Rate Adj. Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
    Field Last General Journal Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
    Field Last Inventory Post Cost Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
    Field Last Payment Journal Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
    Field Last VAT Settlement Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
    Field My Allow Posting From Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
    Field My Allow Posting To Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
    Field Allow Posting From Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
    Field Allow Posting To Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
    Field Allow Deferral Posting From Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
    Field Allow Deferral Posting To Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
    Action Reload company Update the current company and data such as KPIs.
    Action Payment Suggestion Open the Payment Suggestion overview for the current company.
    Action Select Report (Manual filter) View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected report. You can select any of the reports set on the Functions Setup page.
    Action Select Page View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected page. You can select any of the pages set on the Functions Setup page.
    Action Company Open the Role Center in the selected company on a new tab in your browser.
    Action Customers Open the customer list in the selected company on a new tab in your browser. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
    Action Vendors Open the vendor list in the selected company on a new tab in your browser. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
    Action Chart of Accounts Open the Chart of Accounts in the selected company on a new tab in your browser. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
    Action Start Workflow Select and start a workflow automation. A workflow contains the steps configured by a user. A step can be a function, a group of functions or a manual step.
    Action Enqueue Report Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue Report (Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue Report (PDF) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue Report (PDF, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue Report (Excel) Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
    Action Enqueue Report (Excel, Manual filter) Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
    Action Enqueue and Export Report To Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue and Export Report To (Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue and Export Report To (PDF) Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue and Export Report To (PDF, Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
    Action Enqueue and Export Report To (Excel) Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
    Action Enqueue and Export Report To (Excel, Manual filter) Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
    Action Enqueue Table Data Export the fields from a table with the applied filters and file settings set on the Function Setup page.
    Action Enqueue and Export Table Data To Export the fields from a table with the applied filters and file settings set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
    Action Function Setup View or edit the settings for which reports, table exports and pages that can be opened and enqueued (ordered) and with which filters.
    Action Queue Result Settings View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled.
    Action Eagle KPIs Setup View or edit predefined KPIs. View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed.
    Action Date Formulas View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date.
    Action Date Ranges View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range.
    Action Combined Date Filters View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas.
    Action Today View today's queued entries. All reports and table exports that have been queued today by the current user will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
    Action Today View today's queued batches. All batches that have been queued by the current today will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
    Action Functions & KPIs Guide Create new functions and KPIs.

    My Company

    Type Caption Description
    Field User Tasks Specifies the number of active user tasks that is assigned to me or my group.
    Field Ongoing Purch. Credit Memos Specifies the number of purchase credit memos not yet posted.
    Field Ongoing Purch. Invoices Specifies the number of purchase invoices not yet posted.
    Field Ongoing Purch. Orders Specifies the number of purchase orders not yet posted.
    Field Overdue Purch. Cr. Memos Specifies the number of all posted purchase credit memos that have fallen due.
    Field Overdue Purch. Invoice Amount Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
    Field Overdue Purch. Invoices Specifies the number of all posted purchase invoices that have fallen due.
    Field Open Purch. Invoice Amount Specifies the total amount in LCY for all posted purchase invoices that are open.
    Field Documents in Import Journals (ExFlow) Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
    Field Documents in Approval Status (ExFlow) Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
    Field Rejected Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
    Field Documents on hold (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
    Field Approved Documents (ExFlow) Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
    Field Ongoing Sales Credit Memos Specifies the number of sales credit memos not yet posted.
    Field Ongoing Sales Invoices Specifies the number of sales invoices not yet posted.
    Field Ongoing Sales Orders Specifies the number of sales orders not yet posted.
    Field Open Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that are open.
    Field Overdue Sales Credit Memos Specifies the number of all posted sales credit memos that have fallen due.
    Field Overdue Sales Invoice Amount Specifies the total amount in LCY of all posted sales invoices that have fallen due.
    Field Overdue Sales Invoices Specifies the number of all posted sales invoices that have fallen due.
    Field Error Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
    Field Errors Exist Specifies whether an error occurred the last time the company was reloaded.
    Field Job Queue Errors Specifies the number of Job Queue Entries with the status "Error".
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
    Action Reload KPIs Reload the KPIs for this company.
    Action Set Up Eagle KPIs View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.
    Action Set Up Cues Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

    My Environments

    Type Caption Description
    Field Environment Code Specifies the code of the environment.
    Field Name Specifies the name of the environment.
    Field Group Code Specifies the group code of the environment.
    Field Profile ID Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the Settings for My Companies page.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Customer No. Specifies the number of the customer to whom the environment is connected.
    Field Eagle Version Specifies the version of the Eagle app, which is retrieved from the client environment.
    Field Authentication Error Specifies if an authentication error has occurred.
    Field Error Specifies if an error has occurred. Open the details by selecting it.
    Field Error Text Specifies the error that has occurred. Open the details by selecting it.
    Action Reload my environments Update all my environments.
    Action Reload my environments and companies Update my environments and refresh companies and company names including data such as KPIs.
    Action Reload my environments and companies (background) Reload all my environments, refresh companies and company names including data such as KPIs, by scheduling an update in the background.
    Action Reload selected environments Update the selected environments.
    Sub page Details Environment FactBox
    Sub page App Versions Environment App Versions

    My User Tasks - Eagle

    Type Caption Description
    Field Display Name Specifies the display name of the company.
    Field Environment Name Specifies the name of the environment.
    Field Title Specifies the title of the user task.
    Field Due date Specifies the due date of the task.
    Field Priority Specifies the priority of the task.
    Field Percent Complete Specifies the completion percentage of the task.
    Field Last Refreshed Specifies the last refreshed date of this record.
    Field Created By Specifies the user who created the task.
    Field Created Date Specifies date when the task was created.
    Field User Task Group Specifies the group that the task is assigned to.
    Action Go to Company Log into the company and see tasks that are assigned to you or your group.
    Action Refresh Selected Tasks Refresh data for the companies of the selected tasks.
    Action Reload my companies Reload all my companies and update the data.
    Action Mark Task Complete Mark this task as completed.

    New Workflow Step

    Type Caption Description
    Field Type Specifies the type of the workflow step. Manual steps are not bound to a workflow.
    Field Description Specifies the description of the function, function group, or manual step.

    Objects

    Type Caption Description
    Field Type Specifies the type of the object.
    Field ID Specifies the ID of the object.
    Field Caption Specifies the caption of the object, that is, the name that will be displayed in the user interface.
    Field Processing Only Specifies if the report is a processing only report, and has no output as PDF or Excel file.
    Field Page Type Specifies the type of the page.
    Field Name Specifies the name of the object.
    Field App Name Specifies the App (extension) that provides this object.

    Output Queue Data Entries

    Type Caption Description
    Field Output Queue Entry No. Specifies the entry number of the output queue.
    Field Entry No. Specifies the entry number of the output queue data entry.
    Field File Name Specifies the name of the file in the output queue data entry.
    Field File Extension Specifies the extension of the file in the output queue data entry.
    Field Metadata Specifies the metadata of the enqueued function. Select the link to see the metadata.
    Field Result Encoding Specifies the encoding of the file in the output queue data entry.
    Field Result Data Size Specifies the size of the file in the output queue data entry.
    Action Download Result Download the result that the record has generated.
    Action Metadata View the metadata that the record has generated.

    Giro Types

    Type Caption Description
    Field Giro Type Specifies the code of the giro type to create a payment suggestion for.

    Payment Suggestion

    Type Caption Description
    Field Environment Code Specifies the code of the environment entered on the Environments page.
    Field Company Display Name Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
    Field Group Code Specifies the group code of the environment entered on the Environments page.
    Field Giro Type Specifies the code of the giro type to process a payment suggestion for.
    Field Description Specifies the description of the giro type to process a payment suggestion for.
    Field Status Specifies the status of the payment to process. Useful when an approval workflow is set up.
    Field Line Count Specifies the number of rows in the client company's payment suggestion. Select the Refresh Selected Lines action to update the selected line as it will not be automatically updated when changes is made in the client company's payment suggestion.
    Field Total Remaining Amount (LCY) Specifies the amount to be paid in local currency. Select the Refresh Selected Lines action to update the selected line as it will not be automatically updated when changes is made in the client company's payment suggestion.
    Field LCY Code Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
    Field Last Updated Specifies when the last refresh was made.
    Field PDF Queue Entry No. Specifies the number of the related Queue Entry.
    Action Refresh Selected Lines Refresh the selected Payment Suggestions with data from their company. Select this action each time a change has been made to the client's payment proposal to make sure it's updated and ready for the next step in processing the payment.
    Action Create Payment Suggestion Run the Payment Suggestion for the selected records. This action will create a payment suggestion in the client company which can then be changed by open the payment suggestion in the company that it has been created in.
    Action Open in Company Open the selected Payment Suggestion Journal in their Company. Select this action to view and edit the payment suggestion.
    Action Queue PDF Enqueue a function to save the payment suggestion as a PDF file.
    Action Show PDF Open the created PDF file.
    Action Create File Create a payment file for the selected records. This action will enqueue a function to save the lines in the payment suggestion as a file, possible to upload to the bank.
    Action Today View today's queued entries. All reports and actions that have been queued by the current user today will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
    Action Today View today's queued batches. All batches that have been queued by the current user today will be displayed. Only the Queue Administrator can see all entries.
    Action All View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.

    Page

    Type Caption Description
    Field Id Specifies the ID of the object.
    Field Name Specifies the name of the object.
    Field Caption Specifies the caption of the object, that is, the name that will be displayed in the user interface.

    Predefined KPIs

    Type Caption Description
    Field No. Specifies a unique identifier of the KPI.
    Field Name Specifies a name of the KPI.
    Field Group Specifies a group name to which the KPI belongs.
    Field User-Defined Caption Specifies a name that a user can assign to the KPI. It can be an abbreviation or a clearer name.
    Field My Companies Visibility Specifies whether the KPI should be visible as a column on the My Companies page for all users or hidden by default.
    Field My Companies (Role Center) Visibility Specifies whether the KPI should be visible as a column on the My Companies list on the role center for all users or hidden by default.
    Field Cue Visibility Specifies whether the KPI should be visible as a cue by default on the role center for all users or hidden by default.
    Field Cue Link Opens In Specifies what should happen when the data cue of the KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.

    Promoted KPIs

    Type Caption Description
    Field No. Specifies a unique identifier of the promoted KPI.
    Field Type Specifies the type of key performance indicator to set up. The Promoted KPIs have a different visual design and are displayed above the other data cues on the role center. This field is formatted with red text if the selected KPI is disabled and will not be displayed.
    Field KPI No. Specifies the number of the key performance indicator to set up.
    Field Name Specifies the display name of the selected key performance indicator.
    Action Clear Clear all fields that have been set for the selected KPIs. Useful if all fields configured for the KPIs should be reset.

    Promoted KPIs

    Type Caption Description
    Action Set Up Promoted KPIs Specify which Predefined and User-defined KPIs to display as promoted. It is possible to choose 5 promoted KPIs.
    Action Set Up Cues Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

    Queue Data Entries

    Type Caption Description
    Field Queue Entry No. Specifies the entry number of the queue entry.
    Field Entry No. Specifies the entry number of the queue data entry.
    Field File Name Specifies the name of the file in the queue data entry.
    Field Metadata Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
    Field Direct Export Status Specifies the status of the direct export of the enqueued function, if configured.
    Field Exported Specifies if the enqueued function has been exported.
    Field Exported To Specifies the location where the enqueued function has been exported.
    Field Integration Queue Entry No. Specifies the entry number of the integration queue entry that was used to export the enqueued function the first time.
    Field Queue Result Settings Code Specifies the code of the queue result settings that have been used to export the enqueued function.
    Field Queue Result Settings Type Specifies the type of the queue result settings that have been used to export the enqueued function.
    Field Error Specifies if the enqueued function ended with an error.
    Field Error Message Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
    Field File Extension Specifies the extension of the file in the queue data entry.
    Field Result Encoding Specifies the encoding of the file in the queue data entry.
    Action Refresh Refresh the list to update the status of the records.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action Export Results Export the results of the selected records to the configured location.
    Action Export Results To Export the results of the selected records to the selected location.
    Action View Exported Result View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
    Action Open Exported Result Location Open the location of the exported result in a new tab.
    Action Metadata View the metadata that the enqueued function has generated.

    Queue Entries

    Type Caption Description
    Field Entry No. Specifies the unique identifier of the record.
    Field Description Specifies the description of the function that has been enqueued.
    Field Type Specifies the type of function that has been enqueued.
    Field No. Specifies the ID of the function that has been enqueued.
    Field Status Specifies the status of the queued function, which may be its progress or that it has been completed. It can also stop with an error.
    Field Result Specifies if the enqueued function generated a result that can be downloaded or exported.
    Field Data Entries Specifies the number of data entries that the enqueued function has generated. If the function has generated more than one entry, you can select the link to see the entries.
    Field Metadata Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
    Field Scheduled Specifies if the job queue entry that loops and checks the client's status is scheduled to run or not. If this is not checked on a line that has status "Queued", something has happened and the job queue entry must be restarted.
    Field Direct Export Status Specifies the status of the direct export of the enqueued function, if configured.
    Field Exported Specifies if the enqueued function has been exported.
    Field Exported To Specifies the location where the enqueued function has been exported.
    Field Integration Queue Entry No. Specifies the entry number of the integration queue entry that was used to export the enqueued function the first time.
    Field Queue Result Settings Code Specifies the code of the queue result settings that have been used to export the enqueued function.
    Field Queue Result Settings Type Specifies the type of the queue result settings that have been used to export the enqueued function.
    Field Regional Settings Code Specifies the code of the regional settings that have been used when the function was enqueued.
    Field Handled Specifies how the error has been handled and is only possible to enter for records that have Status Error. You can enter a text or a code. When a value is entered, the Status changes to Error (Handled). If the value is deleted, the Status changes back to Error.
    Field Environment Code Specifies the code for the environment that performs the task that has been enqueued.
    Field Environment Name Specifies the name for the environment that performs the task that has been enqueued.
    Field Company Display Name Specifies the company display name of the company that performs the task that has been enqueued.
    Field Created Specifies the date and time when the record was created.
    Field Created By Specifies the User ID of the one who enqueued the function.
    Field Source Specifies how the function was enqueued.
    Field Error Specifies if the enqueued function ended with an error.
    Field Error Message Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
    Field Batch Entry No. Specifies the entry number of the batch that the record is linked to.
    Action Refresh Refresh the list to update the status of the records.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action Open in OneDrive Copy the result that the record has generated to OneDrive and open it in a new window. You can choose to copy the result of several records at the same time, and if you do, all the records that have a valid result will be copied, the others will be skipped.
    Action Share Copy the result that the record has generated to your Business Central folder in OneDrive and share the file.
    Action Export Results Export the results of the selected records to the configured location.
    Action Export Results To Export the results of the selected records to the selected location.
    Action Re-Enqueue Enqueue the selected records again. Useful when an enqueued function has ended with an error that has now been fixed.
    Action Open Job Queue Entry Open the Job Queue Log Entries page with a filter for the selected record.
    Action Recreate Job Queue Entry Create the same job queue entry that previously performed the enqueued function.
    Action Get Status Update the status of the selected records.
    Action Open in Company Open the Eagle Output Queue page in the company that performed the enqueued function, with a filter on the selected record.
    Action Output Queue Entry Open the Eagle Output Queue page with a filter on the selected record.
    Action Filters View the filters that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
    Action Additional Settings View the additional settings that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
    Action View Exported Result View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
    Action Open Exported Result Location Open the location of the exported result in a new tab.
    Action Data Entries Open the data entries that the enqueued function has generated. Only applicable if the requested function created more than one result entry.
    Action Metadata View the metadata that the enqueued function has generated.

    Queue Entries

    Type Caption Description
    Field Entry No. Specifies the unique identifier of the record.
    Field Created Specifies the date and time when the record was created.
    Field Description Specifies the description of the function that has been enqueued.
    Field Type Specifies the type of function that has been enqueued.
    Field No. Specifies the ID of the function that has been enqueued.
    Field Status Specifies the status of the queued function, which may be its progress or that it has been completed. It can also stop with an error.
    Field Environment Code Specifies the code for the environment that performs the task that has been enqueued.
    Field Environment Name Specifies the name for the environment that performs the task that has been enqueued.
    Field Company Display Name Specifies the company display name of the company that performs the task that has been enqueued.
    Field Result Specifies if the enqueued function generated a result that can be downloaded or exported.
    Field Scheduled Specifies if the job queue entry that loops and checks the client's status is scheduled to run or not. If this is not checked on a line that has status "Queued", something has happened and the job queue entry must be restarted.
    Field Created By Specifies the User ID of the one who enqueued the function.
    Field Error Specifies if the enqueued function ended with an error.
    Field Error Message Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
    Field Batch Entry No. Specifies the entry number of the batch that the record is linked to.
    Action Open full list Open the entire list and access all fields and actions.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action Share Copy the result that the record has generated to your Business Central folder in OneDrive and share the file.
    Action View Exported Result View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
    Action Open Exported Result Location Open the location of the exported result in a new tab.

    Queue Entry Batches

    Type Caption Description
    Field Entry No. Specifies the record's entry no.
    Field Description Specifies the description of the function that has been enqueued (if all entries in the batch has the same Object ID).
    Field Status Specifies the status of the entries in the batch. The Status is set to "Completed" if all Queue Entries within the batch has the Status "Completed". The Status is set to "Error" if one record in the Queue Entries page within the batch has the Status "Error".
    Field Result Specifies if the enqueued function generated a result that can be downloaded or exported.
    Field Direct Export Status Specifies the status of the direct export of the enqueued function, if configured.
    Field Exported Specifies if the enqueued function has been exported.
    Field Exported To Specifies the location where the enqueued function has been exported.
    Field Integration Queue Entry No. Specifies the entry number of the integration queue entry that was used to export the enqueued function.
    Field Combined Results Specifies whether the results of the Queue Entries in the batch has been combined. If the field is set to "Yes", the results of the Queue Entries in the batch is combined into one result and saved on the Queue Entry Batches. If the field is set to "No", the results of the Queue Entries in the batch is not combined and the results is saved on the Queue Entries.
    Field Queue Result Settings Code Specifies the code of the queue result settings that have been used to export the enqueued function.
    Field Type Specifies the type of function that has been enqueued.
    Field No. Specifies the ID of the function that has been enqueued (if all entries in the batch has the same Object ID).
    Field Created Specifies the date and time when the record was created.
    Field Created By Specifies the User ID of the one who enqueued the function.
    Field Source Specifies how the function was enqueued.
    Field Number of Entries Specifies the number of Queue Entries that the batch contains.
    Action Refresh Refresh the list to update the status of the records.
    Action Queue Entries Open the Queue Entries page with a filter on the selected batch.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action Open in OneDrive Copy the result that the record has generated to OneDrive and open it in a new window. You can choose to copy the result of several records at the same time, and if you do, all the records that have a valid result will be copied, the others will be skipped.
    Action Export Results Export the results of the selected records to the configured location.
    Action Export Results To Export the results of the selected records to the selected location.
    Action View Exported Result View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
    Action Open Exported Result Location Open the location of the exported result in a new tab.

    Queue Entry Batches

    Type Caption Description
    Field Entry No. Specifies the record's entry no.
    Field Created Specifies the date and time when the record was created.
    Field Status Specifies the status of the entries in the batch. The Status is set to "Completed" if all Queue Entries within the batch has the Status "Completed". The Status is set to "Error" if one record in the Queue Entries page within the batch has the Status "Error".
    Field Description Specifies the description of the function that has been enqueued (if all entries in the batch has the same Object ID).
    Field Type Specifies the type of function that has been enqueued.
    Field No. Specifies the ID of the function that has been enqueued (if all entries in the batch has the same Object ID).
    Field Created By Specifies the User ID of the one who enqueued the function.
    Field Number of Entries Specifies the number of Queue Entries that the batch contains.
    Action Open full list Open the entire list and access all fields and actions.
    Action Queue Entries Open the Queue Entries page with a filter on the selected batch.
    Action Download Result Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
    Action View Exported Result View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
    Action Open Exported Result Location Open the location of the exported result in a new tab.

    Queue Metadata

    Type Caption Description
    Field Code Specifies the code of the queue metadata.
    Field Type Specifies the type of the queue metadata.
    Field Value Specifies the value of the queue metadata.

    Queue Result Settings

    Type Caption Description
    Field Code Specifies the code of the queue result settings. This code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Description Specifies the description of the queue result settings.
    Field Type Specifies how the result of requested functions are handled.
    Field File Name Code Specifies how the file name of the result of requested functions is handled. You can have several queue result settings with different file name settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Direct Export Supported Specifies whether the queue result settings supports direct export. This setting allows the results of requested functions to be exported immediately.
    Field Autogenerate Folders Specifies whether the queue result settings supports autogenerated folders. This setting allows missing folders to be created automatically (according to the path settings) when the results of requested functions are exported.
    Field Path Code Specifies the path to which the result of requested functions should be exported. You can have several queue result settings with different path settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.

    Queue Result Settings

    Type Caption Description
    Field Code Specifies the code of the queue result settings. This code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Description Specifies the description of the queue result settings.
    Field Direct Export Supported Specifies whether the queue result settings supports direct export. This setting allows the results of requested functions to be exported immediately.
    Field Type Specifies how the result of requested functions are handled.
    Field Integration Setup Code Specifies the code of the integration setup used when exporting the result of requested functions to the integration queue. The Integration Queue is part of the Spider app.
    Field SharePoint Site URL Specifies the URL of the SharePoint site. This must contain the full address of the site on which the document library is located. Example if the document library is located on "SubSite": https://YourDomain.sharepoint.com/sites/SubSite/
    Field SharePoint Site Relative URL Specifies the relative URL of the SharePoint site. If the document library on "SubSite" (hover over the SharePoint Site URL field) is named "Shared Documents" and contains a subfolder, this field should contain: Shared Documents/SubFolder/
    Field AAD Tenant Id Specifies the Azure Active Directory (AAD) tenant id. If this is left blank, the current tenant id is used.
    Field Use custom Azure App Registration Specifies whether to use the Azure App registration provided by SmartApps or not. Enable this to enter your own Client Id and Client Secret. Upon deactivation, the specified data is deleted.
    Field Client Id Specifies the application (client) id from the App Registration in Azure Active Directory. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
    Field Client Secret Specifies the application (client) secret from the App Registration in Azure Active Directory, known only to your application and the authorization server. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
    Field File Exists Action Specifies the action to take if the file already exists.
    Field Use Custom File Name Specifies whether the queue result settings supports custom file names. This setting allows the file name of the result of requested functions to be customized.
    Field File Name Code Specifies how the file name of the result of requested functions is handled. You can have several queue result settings with different file name settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Use Custom Path Specifies whether the queue result settings supports custom paths. This setting allows the path of the result of requested functions to be customized.
    Field Path Code Specifies the path to which the result of requested functions should be exported. You can have several queue result settings with different path settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
    Field Autogenerate Folders Specifies whether the queue result settings supports autogenerated folders. This setting allows missing folders to be created automatically (according to the path settings) when the results of requested functions are exported.
    Action Show Files Show the files in the SharePoint Online document library. Useful for testing.
    Action Grant Admin Consent Login and grant administrator consent for Eagle to access Business Central data in this environment. A global administrator needs to log in and accept in order to use Eagle. If the global administrator does not have access to Business Central, you can use the Show Admin Consent URL action to copy the URL and distribute it to the right person.
    Action Show Admin Consent URL View the URL that can be used to grant administrator consent for SharePoint Online. Copy the link and distribute it to the global administrator of the tenant of the SharePoint site.
    Action Clear Credentials Cache Clear the credentials cache for this SharePoint site. This will force the user to log in again the next time the user tries to access the SharePoint site.
    Action Copy From Copy another Queue Result Settings.

    Regional Settings - Eagle

    Type Caption Description
    Field Code Specifies the code for the regional settings to be used for functions that are enqueued.
    Field Description Specifies the description for the regional settings.
    Field Language Specifies the display language to be used for functions that are enqueued. If left empty, the user's setting is applied.
    Field Region Specifies the regional settings, such as date and numeric format, to be used for reports that are enqueued. If left empty, the user's setting is applied.
    Action Clear Language Clear the language to use the currently logged on user's language.
    Action Clear Region Clear the region to use the currently logged on user's region.

    Related Table Couplings

    Type Caption Description
    Field Line No. Specifies the line number of the coupling.
    Field Table No. Specifies the number of the table.
    Field Table Name Specifies the name of the table.
    Field Field No. Specifies the number of the field in the table to use to specify relationships between the tables.
    Field Field Caption Specifies the caption of the field in the table to use to specify relationships between the tables.
    Field Field Name Specifies the name of the field in the table to use to specify relationships between the tables.
    Field Related Table No. Specifies the number of the related table.
    Field Related Table Name Specifies the name of the related table.
    Field Related Field No. Specifies the number of the field in the related table to use to specify relationships between the tables.
    Field Related Field Caption Specifies the caption of the field in the related table to use to specify relationships between the tables.
    Field Related Field Name Specifies the name of the field in the related table to use to specify relationships between the tables.

    Select KPI

    Type Caption Description
    Field Type Specifies the type of KPI as configured on the Eagle KPIs Setup page.
    Field No. Specifies the number of the KPI as configured on the Eagle KPIs Setup page.
    Field Name Specifies the name of the KPI as specified on the Eagle KPIs Setup page.

    Service Agencies

    Type Caption Description
    Field Service Agency Key Specifies the unique identifier for the company that uses Eagle as a service agency for this client company.
    Field Name Specifies the company display name for the company that uses Eagle as a service agency for this client company.
    Field Id Specifies the unique identifier translated into an integer for the company that uses Eagle as a service agency for this client company.
    Field Last Call Specifies the date when the company that uses Eagle as a service agency for this client company made its most recent call.
    Field URL Specifies the link to the company that uses Eagle as a service agency for this client company.
    Action User-defined KPIs View User-defined KPIs. User-defined KPIs are set up in the Service Agency and the information displayed in the list is mainly used for troubleshooting.

    System Filters

    Type Caption Description
    Field Name Specifies the name of the filter. This will be used in the filter expression.
    Field Description Specifies a description of what the filter is. See a preview of the selected row's filter below the list.

    Template Groups

    Type Caption Description
    Field Type Specifies the type of categorization of the template group.
    Field Name Specifies the name of the categorization.

    Template Input

    Type Caption Description
    Field Type Specifies the elements of this template that are necessary to specify.
    Field Description Specifies the description of the elements of this template that are necessary to specify.
    Field Value Specifies a pre-filled value of this template that should and sometimes needs to be changed in order to complete the guide.
    Field Max Length Specifies the maximum length of the Value field if one is specified.
    Field Allow Blank Value Specifies if the template allows blank values.
    Field Preview for Date Range/Date Formula Specifies a preview of how the date is calculated for the selected date formula or range. The calculation is based on the current work date.
    Field Preview for Date Range with Date/Time Specifies a preview of how the date is calculated for the selected date formula or range if the filter should be applied on a date/time field. The calculation is based on the current work date.

    This Company

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up Cues Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

    User Environments

    Type Caption Description
    Field Environment Code Specifies the code of the environment.
    Field Name Specifies the name of the environment.
    Field User Name Specifies the user name of the user.
    Field User's Full Name Specifies the full name of the user.
    Field Profile ID Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible for the user to override this setting by specifying which profile to use on the Settings for My Companies page.

    User Environments

    Type Caption Description
    Field User Name Specifies the user name of the user.
    Field User's Full Name Specifies the full name of the user.

    User-defined KPIs

    Type Caption Description
    Field Type Specifies the Type of the KPI.
    Field No. Specifies the number of the KPI.
    Field Name Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters.
    Field Description Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters.
    Field Enabled Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
    Field Workflow Name Specifies the name of the workflow that the KPI is linked to.

    User-defined KPIs

    Type Caption Description
    Field No. Specifies the number of the KPI.
    Field Name Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters. This field is formatted red for KPIs with errors.
    Field Description Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters. This field is formatted red for KPIs with errors.
    Field Error Text Specifies a message that is displayed if a KPI has an error. The error needs to be resolved before the KPI can be used. This field is hidden if no KPI has errors.
    Field Table No. Specifies the number of the table that is the data source for the KPI.
    Field Table Name Specifies the name of the table that is the data source for the KPI.
    Field Calculate Specifies how the KPI is calculated. It can either be the number of rows in the selected table (within the filter) or the sum, average, minimum or maximum of a specified field.
    Field Calculate Field No. Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
    Field Calculate Field Name Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
    Field Show Opposite Sign Specifies whether calculated numbers should be displayed with the opposite sign. Negative numbers will be shown as positive. Positive numbers will be shown with a minus sign.
    Field Enabled Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
    Field My Companies Visibility Specifies whether the user-defined KPI should be visible as a column on the My Companies page for all users or hidden by default.
    Field Cue Visibility Specifies whether the user-defined KPI should be visible as a cue on the role center for all users or hidden by default.
    Field Cue Link Opens In Specifies what should happen when the data cue of the user-defined KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.
    Action Clear Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset.
    Action Clear Selected Clear all fields that have been set for the selected KPIs.
    Action Use Template Start a guide to configure the KPI using templates.
    Action Add to Role Center View a list of all available role centers and choose in which you want to display this KPI. In order for the Eagle KPIs to become visible in the selected role centers, you need to select the Personalize action and then select Show, since the Eagle Activities is hidden by default.
    Action Add to Activities View a list of all available role center activities and select in which you want to display this KPI. The KPI will be displayed in all role centers that contain the selected "Activities". Select the Personalize action and then select Hide to not show a selected "Activities" in a role center.
    Action Set Enabled Set the selected KPIs as enabled to be used. Only the KPIs that are correctly set up will be enabled. Open the card for each KPI to see the error text related to KPIs that could not be enabled.
    Action Set Disabled Set the selected KPIs as disabled for use.
    Action Up Move the record one step up in the list and change the number of the KPI.
    Action Down Move the record one step down in the list and change the number of the KPI.
    Action Export Download the selected user-defined KPIs including all settings. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported settings file to add user-defined KPIs. Ensure that the numbers of the user-defined KPIs to be imported are available. Useful when migrating settings between companies/environments.
    Action Generate AL Template Code Show the AL code used for the selected user-defined KPIs. Useful when a user-defined KPI should be added as a template in an extension.

    Users Role Center SubP

    Type Caption Description
    Field User Name Specifies the id of the user.
    Field User's Full Name Specifies the full name of the user.
    Field Eagle Role Center Specifies if the user should be assigned the Eagle Role Center.

    Workflow Date Filter Overview

    Type Caption Description
    Field Source Type Specifies the type of source for the date filter.
    Field Source Description Specifies the description of the source for the date filter.
    Field Type Specifies the type of source for which a filter can be specified by selecting a Date Code.
    Field Table Specifies the name of the table for which a filter can be specified by selecting a Date Code.
    Field No. Specifies the number of the object for which a filter can be specified by selecting a Date Code.
    Field Name Specifies the name of the object for which a filter can be specified by selecting a Date Code.
    Field Caption Specifies the caption of the object for which a filter can be specified by selecting a Date Code.
    Field Date Calculation Type Specifies how dates set via the Date Code field are to be calculated.
    Field Relative to Specifies whether the date filter should be based on today's date or the set working date.
    Field Date Code Specifies the code that controls how dates are calculated. Expand the FactBox pane to see a preview of how the date(s) are calculated for the selected date code.
    Field Date Filter Preview Specifies the preview of the date filter, according to the settings of the line.
    Field Start Time Specifies the start time of the date filter. This will only be applied on fields of the date time type.
    Field End Time Specifies the end time of the date filter. This will only be applied on fields of the date time type.
    Field Error message Specifies an error message for a field.
    Sub page Date Preview Date Preview

    Workflow Automations

    Type Caption Description
    Field Id Specifies the unique identifier of the workflow.
    Field Name Specifies the name of the workflow.
    Field Active Instances Specifies the total number of active instances for the workflow.
    Field Last Completed Specifies the date and time when the workflow was last completed.
    Action Start Workflow Start a new instance of the selected workflow.
    Action Start Workflow Start a new instance of the selected workflow.
    Action Instances Open a list with all instances of the selected workflow.

    Workflow Automation

    Type Caption Description
    Field Id Specifies the unique identifier of the workflow.
    Field Name Specifies the name of the workflow.
    Field Category Code Specifies if the workflow belongs to a category.
    Field Group Code Specifies if the workflow belongs to a group.
    Field Parameters Specifies the number of parameters that are configured in the workflow.
    Field Links Specifies the number of links that are configured in the workflow.
    Field Last Completed Specifies the date and time when the workflow was last completed.
    Field Active Instances Specifies the total number of active instances for the workflow.
    Field Enabled Specifies if the workflow is enabled. If the workflow is not enabled, it will not be available for use.
    Field Hide Specifies if the workflow should be hidden from the list of available workflows.
    Action Instances Open a list with all instances of the current workflow.
    Action Parameters Open a list with all parameters of the current workflow.
    Action Date Filter Overview Open a list with all date filters of the current workflow.
    Action Use Template Start a guide to configure the workflow using templates. This action is only available for workflows that have not yet been configured.
    Action Functions & KPIs Guide Open the Functions and KPIs Guide to add several functions and KPIs to this workflow.
    Action Start Workflow Start a new instance of the selected workflow.
    Action Start Workflow (Select Step) Start the workflow from a specific step. Useful if you have previously completed some steps but not all of them.
    Action Start Workflow (Select Date) Start the workflow with a date other than today. All date filters in the workflow will be relative to the specified date.
    Action Create Copy Create a copy of the selected workflow.
    Action Export Download the selected workflow including functions, KPIs and steps. Useful when migrating settings between companies/environments.
    Action Expression Terms View or edit the expression terms that can be used in KPIs of the current workflow.
    Sub page Functions Workflow Functions
    Sub page KPIs User-defined KPIs
    Sub page Steps Workflow Steps

    Workflow Categories

    Type Caption Description
    Field Code Specifies the code of the category.
    Field Description Specifies the description of the category.

    Workflow Functions

    Type Caption Description
    Field Type Specifies the type of function to set up.
    Field No. Specifies the Object ID of the function to set up.
    Field Description Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
    Field Output Type Specifies the type of output that will be generated when enqueueing the function.
    Field Group Code Specifies the group that the lines will be grouped under.
    Field Queue Result Settings Code Specifies the code of the queue result settings that will be used when exporting the results to a file.
    Field Direct Export Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
    Field Filters Specifies if this record has any specified filters.
    Field Date Filters Specifies if this record has any specified date filters.
    Field Step No. Specifies the workflow step where the function is being used.
    Action New from Template Start a guide to create a new function using templates.
    Action Copy from Select existing functions to copy from.
    Action Create Copy Create a copy of the selected function.
    Action Delete Selected Delete the selected functions.
    Action Filters If the type of the line is a page, open a list with filters for the selected line. For other types, open a request page.
    Action Values Open a list with values for the selected codeunit.
    Action Date Filters Open a list with date filters and date formulas for the selected line.
    Action Additional Settings Open and specify additional settings and see which values that must be specified to be able to enqueue the function. This action is only visible for functions that support additional settings.
    Action Fields Open a list of all fields in the selected table and specify which ones to include in the export.
    Action Up Move the record one step up in the list to affect the sorting order.
    Action Down Move the record one step down in the list to affect the sorting order.
    Action Export Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported settings file to add function setup lines. Useful when migrating settings between companies/environments.
    Action Generate AL Template Code Show the AL code used for the selected functions. Useful when a function should be added as a template in an extension.

    Workflow Groups

    Type Caption Description
    Field Code Specifies the code of the group.
    Field Description Specifies the description of the group.

    Workflow Instance Company Details

    Type Caption Description
    Field Included Companies Specifies the number of companies that are included in the current step.
    Field Excluded Companies Specifies the number of companies that are excluded in the current step. It is possible to manually include excluded companies.
    Field Conditions Fulfilled Specifies the number of companies that fulfill the conditions in the current step.
    Field Conditions Not Fulfilled Specifies the number of companies that does not fulfill the conditions in the current step.

    Workflow Instance Companies

    Type Caption Description
    Field Code Specifies the code of the client company.
    Field Company Display Name Specifies the display name of the client company.
    Field Environment Code Specifies the code of the environment.
    Field Environment Group Code Specifies the code of the environment group.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.

    Workflow Instance Companies

    Type Caption Description
    Field Code Specifies the code of the client company.
    Field Company Display Name Specifies the display name of the client company.
    Field Environment Code Specifies the code of the environment.
    Field Environment Group Code Specifies the code of the environment group.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Action Open Company Open the Role Center in the selected company on a new tab in your browser.

    Workflow Instance KPIs (Single Company)

    Type Caption Description
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.

    Workflow Instance KPIs

    Type Caption Description
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Last Refreshed Specifies when the last update was performed successfully.

    Workflow Instance Step Companies Sub Page

    Type Caption Description
    Field Code Specifies the code of the client company.
    Field Company Display Name Specifies the display name of the client company.
    Field Environment Code Specifies the code of the environment.
    Field Environment Group Code Specifies the code of the environment group.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Status Specifies the status of the company in this step.
    Field Selection Override Specifies if the company is manually selected to be included or excluded in this step.
    Field Condition Override Specifies if the conditions is manually overridden for the company in this step.
    Field Conditions Fulfilled Specifies if the conditions is fulfilled for the company in this step.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Completed at Specifies the date and time when the company was completed in this step.
    Action Open Company Open the Role Center in the selected company on a new tab in your browser.
    Action Exclude Selected Exclude the selected companies from the workflow step.
    Action Condition Fulfilled Mark the selected companies as fulfilling the conditions.
    Action Update KPIs (Not Fulfilled) Update the KPIs from client companies, for each company that is not fulfilling the conditions.
    Action Update KPIs (Selected) Update the KPIs from client companies, for the selected records.
    Action Update KPIs Update the KPIs from all client companies in the current step.
    Action Open Page Open the specified page for this function in a new tab for the respective company.
    Action Set Completed Mark the selected companies as completed. Conditions must be fulfilled.
    Action Skip Mark the selected companies as skipped.
    Action Show Error Show the error message for the selected company.

    Workflow Instance Step Companies

    Type Caption Description
    Field Step No. Specifies the step number of the workflow.
    Field Included Specifies if the company is included in this step.
    Field Code Specifies the code of the client company.
    Field Company Display Name Specifies the display name of the client company.
    Field Environment Code Specifies the code of the environment.
    Field Environment Group Code Specifies the code of the environment group.
    Field Last Refreshed Specifies when the last update was performed successfully.
    Field Status Specifies the status of the company in this step.
    Field Selection Override Specifies if the company is manually selected to be included or excluded in this step.
    Field Condition Override Specifies if the conditions is manually overridden for the company in this step.
    Field Conditions Fulfilled Specifies if the conditions is fulfilled for the company in this step.
    Field Eagle KPI 1 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 2 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 3 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 4 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 5 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 6 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 7 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 8 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 9 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 10 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 11 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 12 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 13 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 14 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 15 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 16 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 17 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 18 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 19 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 20 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 21 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 22 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 23 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 24 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 25 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 26 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 27 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 28 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 29 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 30 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 31 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 32 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 33 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 34 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 35 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 36 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 37 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 38 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 39 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 40 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 41 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 42 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 43 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 44 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 45 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 46 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 47 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 48 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 49 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Eagle KPI 50 Specifies the value of this User-defined KPI. The settings for this field is configured on the workflow.
    Field Completed at Specifies the date and time when the company was completed in this step.
    Action Exclude Selected Exclude the selected companies from the workflow step.
    Action Include Selected Include the selected companies in the workflow step.
    Action Update KPIs Update the KPIs from client companies, for the selected records.
    Action Show All Show all companies in the workflow step.

    Workflow Instance

    Type Caption Description
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field No. Specifies the unique identifier of the workflow instance.
    Field Name Specifies the name of the workflow.
    Field Status Specifies the status of the workflow instance.
    Field Workflow Date Specifies the date that the date filters will be relative to in the workflow instance.
    Field Started at Specifies the date and time when the workflow was started.
    Field Completed at Specifies the date and time when the workflow was completed.
    Field Companies Specifies the total number of companies in the workflow instance.
    Field Workflow Links Specifies the number of links that are configured in the workflow.
    Field Link Specifies the description of the workflow link. Select the link to open the URL.
    Field Queue Entries Specifies the number of queue entries that have been created in this workflow instance.
    Field Result Queue Entries Specifies the number of queue entries that have been created in this workflow instance and has a result.
    Field Not Exported Queue Entries Specifies the number of queue entries that have been created in this workflow instance and has a result, but is not exported.
    Action View Workflow View the workflow.
    Action View Step View the currently active step.
    Action Companies View the companies in the workflow instance.
    Action Refresh Refresh the page and updates all statuses.
    Action Get Status Update all statuses. Useful if something has occurred that prevented the status from being updated. Primarily use the Update action to refresh the page.
    Action Process Step again Process the currently active step one more time. If the step is set to process with manual filters, new queue entries are created and the current ones with errors will be marked as handled, otherwise existing queue entries will be requeued.
    Action Process Step again (Manual filter) Process the currently active step one more time and enter filters manually. New queue entries are created and the current ones with errors will be marked as handled.
    Action Process Step Process the currently active step.
    Action Process Step (Manual filter) Process the currently active step and enter filters manually.
    Action Complete Step Complete the currently active step. This is only possible for manual steps.
    Action Open Page again Open the specified page for this function in new tabs for each company in the currently active step.
    Action Update KPIs Update the KPIs from all client companies.
    Action Start Workflow Start the first step in the workflow.
    Action Start Next Step Start the next step.
    Action Cancel Workflow Cancel the workflow.
    Action Open URL again Open the URL of the selected manual step, if available.
    Action Result Queue Entries View the queue entries for the workflow instance.
    Action Exported Queue Entries View the exported queue entries for the workflow instance.
    Action Not Exported Queue Entries View the not exported queue entries for the workflow instance.
    Action Queue Entries View the queue entries for the workflow instance.
    Sub page Steps Workflow Instance Steps
    Sub page Companies (Current Step) Workflow Instance Step Companies Sub Page
    Sub page All KPIs Workflow Instance KPIs
    Sub page Current Step Current Workflow Step
    Sub page Filter Preview (Current Step) Filter Preview
    Sub page KPIs (Current Step) Workflow Instance KPIs (Single Company)
    Sub page Companies (Current Step) Workflow Instance Company Details

    Workflow Instance Steps

    Type Caption Description
    Field Step No. Specifies the step number of the workflow instance.
    Field Type Specifies the type of the active workflow step.
    Field Description Specifies the description of the workflow step.
    Field Conditions Fulfilled Specifies if the conditions is fulfilled in this step. For a Service Agency, this applies to all companies. For a Single Company, both condition filters and selection filters need to be fulfilled.
    Field Status Specifies the status of the workflow instance step.
    Field Queue Entries Specifies the number of queue entries that has been created in the workflow instance step.
    Field Included Companies Specifies the number of companies that are included in the current step.
    Field Links Specifies the number of links that are configured in the workflow step. Select the link to view the URLs.
    Field Started at Specifies the date and time when the step was started.
    Field Completed at Specifies the date and time when the step was completed.
    Field Start Automatically Specifies whether the workflow step is set up to be started automatically.
    Field Process Automatically Specifies whether the workflow step is set up to be processed automatically.
    Action Queue Entries View the queue entries for the selected workflow instance step.
    Action Skip Step Skip the selected step.
    Action Condition Fulfilled Mark the selected step as fulfilling the conditions.
    Action Set Completed Mark the step as completed. Conditions must be fulfilled.
    Action Show Error Show the error message for the selected company.

    Workflow Instances

    Type Caption Description
    Field No. Specifies the unique identifier of the workflow instance.
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field Name Specifies the name of the workflow.
    Field Status Specifies the status of the workflow instance.
    Field Current Step Type Specifies the type of the current workflow step. The type determines the behavior of the step.
    Field Current Step Description Specifies the description of the current workflow step.
    Field Started at Specifies the date and time when the workflow was started.
    Field Completed at Specifies the date and time when the workflow was completed.
    Field User Name Specifies the user name of the user that started the workflow.

    Workflow Links

    Type Caption Description
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field Step No. Specifies the number of the workflow step.
    Field Line No. Specifies the line number of the workflow link.
    Field Description Specifies the description of the workflow link.
    Field URL Specifies the URL of the workflow link.

    Workflow Links

    Type Caption Description
    Field Link Specifies the description of the workflow link. Select the link to open the URL.

    Parameters

    Type Caption Description
    Field Calculate dates from Specifies the date from which the "Calculated Start Date" and the "Calculated End Date" fields are calculated from. Show the FactBox pane to see a preview of the calculated dates for the selected line.
    Field Workflow Id Specifies the workflow to which the parameter belongs.
    Field Code Specifies the code of the parameter.
    Field Type Specifies the type of the parameter.
    Field Description Specifies the description of the parameter.
    Field Date Calculation Type Specifies how dates set via the Date Code field are to be calculated.
    Field Date Code Specifies the code that controls how dates are calculated. Expand the FactBox pane to see a preview of how the date(s) are calculated for the selected date code.
    Sub page Date Preview Date Preview

    Workflow Step

    Type Caption Description
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field Step No. Specifies the number of the workflow step.
    Field Type Specifies the type of the workflow step. Function steps are used to primarily process reports or table exports. Manual steps can be used to document manual actions that are not (yet) automated.
    Field Description Specifies the description of the workflow step.
    Field URL Specifies the URL of the manual step.
    Field Links Specifies the number of links that are configured in the workflow step.
    Field All Companies Mandatory Specifies whether all companies in the workflow must meet the selection filter in order to process the step.
    Field Start Automatically Specifies whether the workflow step is set up to be started automatically.
    Field Process Automatically Specifies whether the workflow step is set up to be processed automatically.
    Field Manual Filters Specifies whether the report in the workflow step is set to be processed with manual filters.
    Sub page KPIs Workflow Step KPIs

    Workflow Step KPIs

    Type Caption Description
    Field KPI No. Specifies the number of the KPI.
    Field KPI Name Specifies the name of the KPI.
    Field Selection Filter Specifies the filter that, for a Service Agency, selects which client companies the step should run on. For Single Company, it specifies the filter that must be met before running the step.
    Field Condition Filter Specifies the filter that must be met before running the step.
    Field Visible Specifies whether the KPI is visible as a data cue in the FactBox pane for this workflow step.

    Workflow Steps

    Type Caption Description
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field Step No. Specifies the number of the workflow step.
    Field Type Specifies the type of the workflow step. Function steps are used to primarily process reports or table exports. Manual steps can be used to document manual actions that are not (yet) automated.
    Field Description Specifies the description of the workflow step.

    Workflow Steps

    Type Caption Description
    Field Workflow Id Specifies the unique identifier of the workflow.
    Field Step No. Specifies the number of the workflow step.
    Field Type Specifies the type of the workflow step. Function steps are used to primarily process reports or table exports. Manual steps can be used to document manual actions that are not (yet) automated.
    Field Description Specifies the description of the workflow step.
    Field Links Specifies the number of links that are configured in the workflow step.
    Field KPIs Specifies the number of KPIs that are configured in the workflow step. Select the link to make changes.
    Field All Companies Mandatory Specifies whether all companies in the workflow must meet the selection filter in order to process the step.
    Field Start Automatically Specifies whether the workflow step is set up to be started automatically.
    Field Process Automatically Specifies whether the workflow step is set up to be processed automatically.
    Field Manual Filters Specifies whether the report in the workflow step is set to be processed with manual filters.
    Action Card Open the card to view or edit the selected step.
    Action Select and Insert Add a new workflow step. Choose from the functions and function groups added to this workflow or from all manual steps regardless of workflow.
    Action Renumber Steps Renumber the steps in the workflow from step 1 and up. This is useful when steps has been removed and left gaps in the step numbers.
    Action View Function View the function that is linked to this step.
    Action Up Move the record up one step in the list.
    Action Down Move the record down one step in the list.

    Workflow Automations

    Type Caption Description
    Field Name Specifies the name of the Workflow Automation. It is possible to change it in the guide.
    Field Comment Specifies a description about the Workflow Automation.
    Field Extension Name Specifies the name of the extension on which the Workflow Automation is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the Workflow Automation with a client company.

    Workflow Automations

    Type Caption Description
    Field Id Specifies the unique identifier of the workflow.
    Field Name Specifies the name of the workflow.
    Field Enabled Specifies if the workflow is enabled. If the workflow is not enabled, it will not be available for use.
    Field Active Instances Specifies the total number of active instances for the workflow.
    Field Category Code Specifies if the workflow belongs to a category.
    Field Group Code Specifies if the workflow belongs to a group.
    Field Last Completed Specifies the date and time when the workflow was last completed.
    Action Instances Open a list with all instances of the selected workflow.
    Action New from Template Start a guide to create a new workflow using templates. The guide helps to create functions, KPIs and steps with default settings that can be changed in the workflow afterwards.
    Action Start Workflow Start a new instance of the selected workflow.
    Action Up Move the record one step up in the list to affect the sorting order.
    Action Down Move the record one step down in the list to affect the sorting order.
    Action Export Download the selected workflows including functions, KPIs and steps. Useful when migrating settings between companies/environments.
    Action Import Upload a previously exported workflow file to add workflows. Useful when migrating settings between companies/environments.
    Action Generate AL Template Code Show the AL code used for the selected workflow automation. Useful when workflow automation should be added as a template in an extension.

    Page Extensions

    Acc. Payables Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Acc. Payables Coordinator RC

    Type Caption Description
    Sub page Eagle Eagle

    Acc. Receivable Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Acc. Receivables Adm. RC

    Type Caption Description
    Sub page Eagle Eagle

    Account Manager Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Accountant Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Accountant Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Accounting Manager Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Accounting Services Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Accounting Services RC

    Type Caption Description
    Sub page Eagle Eagle

    Administrator Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Approvals Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Bookkeeper Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Bookkeeper Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Business Manager Role Center

    Type Caption Description
    Sub page Eagle Eagle

    CEO and President Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Email Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    IT Operations Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Intercompany Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Job Project Manager RC

    Type Caption Description
    Sub page Eagle Eagle

    Job Queue Entry Card

    Type Caption Description
    Field Type Specifies origin type of the job queue.
    Field Description Specifies the description of function to process.
    Field My Companies Specifies the number of companies that will be included when this job queue processes the specified function. Select the My Companies Filter action or the link to control which companies are included.
    Action My Companies Filter Specify a filter to control which companies to include. See the number of included companies in the My Companies field on the Eagle FastTab, where it is also possible to edit the filter. Please note that it is the user who set the job queue entry to Ready who will process (enqueue) the scheduled function, which means that the processing will only include the companies to which this user has access. It is not possible to edit the filter when the Status is Ready or In Process.
    Action Queue Entries View all Queue Entries created from this job queue entry.

    Job Resource Manager RC

    Type Caption Description
    Sub page Eagle Eagle

    Machine Operator Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Machine Operator Role Center

    Type Caption Description
    Sub page Eagle Eagle

    O365 Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Order Processor Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Production Planner Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Production Planner Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Project Manager Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Purchase Agent Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Purchasing Agent Role Center

    Type Caption Description
    Sub page Eagle Eagle

    RapidStart Services Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    RapidStart Services RC

    Type Caption Description
    Sub page Eagle Eagle

    Resource Manager Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    SO Processor Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Sales & Relationship Mgr. Act

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Sales & Relationship Mgr. RC

    Type Caption Description
    Sub page Eagle Eagle

    Sales Manager Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Security Admin Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Serv Outbound Technician Act

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Service Dispatcher Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Service Dispatcher Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Service Technician Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Shop Supervisor Mfg Foundation

    Type Caption Description
    Sub page Eagle Eagle

    Shop Super. basic Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Shop Supervisor Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Shop Supervisor Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Small Business Owner Act

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Small Business Owner RC

    Type Caption Description
    Sub page Eagle Eagle

    Team Member Activities No Msgs

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Team Member Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Team Member Role Center

    Type Caption Description
    Sub page Eagle Eagle

    User Security Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    WMS Ship & Receive Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Warehouse Worker Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Whse Ship & Receive Activities

    Type Caption Description
    Action Set Up Eagle KPIs Create KPIs manually or using templates.
    Action Set Up My Eagle KPIs Create KPIs manually or using templates.
    Action Select Eagle Cues Choose which Eagle KPIs to display here.

    Whse. Basic Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Whse. WMS Role Center

    Type Caption Description
    Sub page Eagle Eagle

    Whse. Worker WMS Role Center

    Type Caption Description
    Sub page Eagle Eagle
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