SegmentScreen Rule

The SegmentScreen business rule defines the display of the columns in the segment summary. The summary displays above the segment detail information. The SegmentScreen business rule has three panes available: General, SegmentScreen and XML Source, which can be used to configure the Segment screen layout.

The Global Explorer contains the SegmentScreen business rule you may override for each plan. Open Business Rules | Plan Rules and you will see the SegmentScreen business rule file.

Note: Actual segments on a policy are configured in the Segment folder. For more information on creating and configuring segments, refer to the Segments section.

General Pane

The General Pane displays the name and properties of the SegmentScreen business rule.

General pane on Segment screen

SegmentScreen Pane

The SegmentScreen pane allows you to visually configure the display of the columns in segments. Notice the options in the Palette are now specific to SegmentScreen configuration. You can drag and drop components from the Palette onto the components windows under SegmentColumn.

Segment Column allows you to set the width of the column in pixel size and justify its position. You will also define the display name of the column heading and enter the name of the field whose value will display under the column heading. The exact name of the field must exist for each segment you have configured. To display the name of the segment, use the Lookup link.
DisableSegmentFields allows you to disable segment fields from being edited when the policy is in a specific status. Enter the Code Value from AsCodeStatus for the policy statuses you want to be read-only(disabled).

SegmentScreen pane of SegmentScree business rule

XML Source Pane

Configuration can also be done in XML via the XML Source pane. The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Plan Rules | Segment Screen.