2BClientScreen

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ClientScreen>

The opening and closing elements of the screen rule.

  <ShowRoles>

Optional element;

This element controls the display of the Policy Roles section on the Client screen.

    <Client>

Required and repeatable element;
This element defines the Client Type, Group and ActivityPlan for each Client Type.

TYPECODE

Required attribute;

Code: As defined in AsCodeClientType table.

GROUP

Yes:  Displays Group button on the Client screen for the client type.

ACTIVITYPLAN

String:  Any plan name.

 <DisplayIndividualFields>

Controls the display of individual fields FirstName, MiddleInitial, LastName, Sex, and TaxID fields on the Client screen for the client type.

Yes: Displays FirstName, MiddleInitial, LastName, Sex, and TaxID fields for the Client Type on the Client screen.
No: Displays CompanyName and TaxID fields for the Client Type.
If this element is not present default is "No".

PREFIX

Yes: Displays Prefix combo box.

Short descriptions of the selected codes (as defined in code names AsCodeClientPrefix and AsCodeClientSuffix) will be saved in Prefix and Suffix columns of AsClient.

SUFFIX

Yes: Displays Suffix combo box.
 
 

  <ProcessFutureActivities>

Optional element;

Controls the display of the Process button for future activities on the Client Activity Screen.  This is used with Activity Processing.

Yes:  Displays Process button for future activities on Client Activity screen.

No:  Process button will not be displayed for future activities on Client Activity screen.

  <MultiFields>

Optional element;

Allows for the configuration of MultiFields.  Displays MultiFields on the Client Screen.

RULE

Yes: Displays MultiFields on the Client Screen as per the specified MultiFields Business Rule.

No:  MultFields will not be displayed.

String: MultiFields Rule name.

This MultiFields rule is used to display MultiFields.

    <Fields>

See Fields.

   <Events>

See Events.