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ActivitySummary

Description

The ActivitySummary business rule drives the Activity Summary screen. This rule allows for the configuration of the summary screen and summary groups including math calculations, allocation changes and activity results.  This rule is also used to display a combo box containing transaction names on the Activity Summary screen.  The user can add and quote these transactions from the Activity Summary screen directly.

Note:  This rule should be attached to a transaction but not placed in the TransactionBusinessRulePacket.

ActivitySummary Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ActivitySummary>

The opening and closing tags of the ActivitySummary business rule.

 

 

<MathAndFields>

Indicates the start of field definition and values applying to math calculation. If theMathAndFields element is present in the business rule, the first link will have the text Math and Fields. Within this section the user can identify MathVariables or Activity fields that are to be displayed together as a summary of input or calculated values for the business event.

 

 

<Field>   

Defines the field on the Activity Summary screen for math calculation.

 

 

<Name>       

Defines the name of the MathVariable or Activity field that will be displayed.

 

MathVariable: Name of the MathVariable defined in the transaction.

Field: Activity field name.

<DisplayName>        

Defines the display name of the MathVariable/Field.

 

Display name of the MathVariable/Field

<DataType>       

DataType of the MathVariable/Field.

 

Date/Text/Combo/Money /Decimal/Percent/Integer

DataType of the MathVariable/Field:

<Group>  

Name of the group that should be used to obtain the value.

 

Math: MathVariable

Field: Activity field

<ActivityResult>

Optional;

This element provides the return of data calculation and query activity. The Transaction element document contains further information about the <ActivityResult> element and the available options.

   

<Result>

Repeatable element;

Returns the Factor (element value) from the calculation defined. This element provides the return of the calculated data.

   
  DISPLAY

Display name of the link for Activity results that will be used as the display of the field data on the screen.

<Table>

Controls the formatting of the Activity results table display.

NAME String

<Results>

     

<Query>

Defines the type of query.

TYPE

SQL

Sql query: Each column returned by the SQL statement must be aliased in the following format: column header:length:justification/formatting

XML Example

<ActivitySummary>
<MathAndFields>
<Field>
<DisplayName>DisbursementAmount</DisplayName>
<Name>DisbursementAmount</Name>
<Group>Math</Group>
<DataType>Text</DataType>
</Field>
<Field>
<DisplayName>PSChargeForAssignment</DisplayName>
<Name>PSChargeForAssignment</Name>
<Group>Math</Group><DataType>Text</DataType>
</Field>
<Field>
<DisplayName>PSFeeForAssignment</DisplayName>
<Name>PSFeeForAssignment</Name> 
<Group>Math</Group>
<DataType>Text</DataType>
</Field>
<Field>
<DisplayName>RejectMECNotOK</DisplayName>
<Name>RejectMECNotOK</Name>
<Group>Math</Group>
<DataType>Text</DataType>
</Field>
<Field>
<DisplayName>GuidelineForceOut</DisplayName>
<Name>GuidelineForceOut</Name>
<Group>Math</Group>
<DataType>Text</DataType>
</Field>
</MathAndFields>
</ActivitySummary>

Schema Example

<ActivitySummary>
<MathAndFields>
<Field>
<Name>[Mathvariable name/ Field name]</Name> 
<Display>[Display name of the Mathvariable/ Field]</Display> 
<DataType>[DataType of the Mathvariable/Field]</DataType> 
<Group>[Math, Field]</Group> 
</Field>
</MathAndFields>
</ActivitySummary>

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