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Company Data Fields

IMPORTANT: The CompanyScreen business rule must be created before you can work with Company data.

Each company has a Company Data folder, which stores constant values for a company that are not based on any criteria. This information is then available in rules through the use of a MathVariable that is TYPE=FIELD with Company:Name of Company field lookup, and if needed, is available through SQL calls.

Example: <MathVariable VARIABLENAME="MyCompanyFieldMV" TYPE="FIELD" DATATYPE="TEXT">Company:MyCompanyField<MathVariable>

The fields that hold the constant values are defined in the CompanyScreen business rule. They can only be configured at the global level. When you want to change or configure company data fields, select the Global Rules Explorer and locate the CompanyScreen rule.

The steps to update field information are listed below. You can also change the values stored in these fields, Company Data Values, through the Company Data node in the Main Explorer.

Steps to Update Company Data Fields

Open the Global Rules Explorer.
Open the Business Rules | Screen | CompanyScreen nodes.

Right-click on the CompanyScreen XML file and select Check-out.
Use the XML Source Pane to update the field information.
Right-click on the XML file and select Check-in. This will save your changes to the database.

XML section of CompanyScreen business rule

Company Screen Business Rule Open in Configuration Area