Summary of Optiva scripting

Optiva scripting can be written for these functional areas of Optiva.

Area Description
Symbol Scripts You can configure scripts for Optiva objects in the Symbol form.

See Scripts for Optiva object events.

Script Library You can create custom scripts using the Script Library form. These scripts are stored in the FSSCRIPTLIBRARY table and can be called from a Workflow Action, Copy Method, Equation, or Symbol script.

See User-defined Script Library.

Workflows Optiva Workflow enables you to automate your business procedures within Optiva. Generally, Workflow is used to validate attributes of objects, such as a formula’s status, and to manage processes by advancing them to the appropriate persons.
Copy Methods Copy methods are applied during the creation of a new object, such as a formula, to define certain properties and attributes of the new object.

Used in conjunction with Create Rules, copy methods can ensure that new objects are not missing key information.

Equations Equations are defined to calculate equation total parameters. These are parameters that are calculated based on the values of other parameters and values in a formula.

Theoretically, all Optiva functions work in all areas of Optiva: workflow, copy methods, equations, symbol scripts, and the script library.

This documentation shows the conventional, common usage for the functions that makes the most sense. For example, it is technically possible for a message to be sent each time an equation is calculated; but, it does not make sense from a performance perspective.

The power of workflows, copy methods, and equations lies in the Optiva scripting and Visual Basic .NET. This combination enables you to configure these areas according to your business rules.