CopyToClientFields (For Transactions)

Description

This business rule is attached to a transaction to allow one or more MathVariables to be copied from an activity to one or more client fields when the activity to which this rule is attached is processed.  

In addition to field values, CopyToClientFields will automatically update the OptionText of combo box and radio button fields.

Note:  The CopyToClientFields rule cannot be used to update external client information.

CopyToClientFields Element/Attribute Table
Element/Tag Definition Attribute Element/Attribute Value and Description
<CopyToClientFields> Required opening and closing tag of the CopyToClientFields rule. 

Note:  CLIENTGUID attribute is optional.
CLIENTGUID  Optional attribute:
MathVariable
This attribute is used to specify the ClientGUID of the client whose records are to be updated.
 

Note:  Transaction to which this business rule is attached should contain the MathVariables that capture the ClientGUIDs.

<Fields>

Required element:
Used to specify the client fields that will be updated by values from MathVariables.

   

<Field>

Repeatable element:
The opening and closing tag that encompasses <From> and <To>.

 

If a <From> element is present, then a <To> element should be present. Similarly, a <FromCollection> element must have a <To> element.

<From>

This element is used to specify the MathVariable or activity field where the data should be copied from.

 

Required element value:
MathVariable/ActivityField
Name of MathVariable or field from the transaction. Not required if using FromCollection and no CLIENTGUID attribute is specified on the opening element.

<To>

Required element:
This element is used to specify the fields in the Client screen where the data will be copied to.

 

Required element value:
Field
Name of the field in the Client screen .

<FromCollection>

Require element:

This element is required when no CLIENTGUID attribute has been specified on the opening element. The collection consists of Client GUIDs as the key and data value for the indicated <To> field.

 

Required element value: MathVariable of variable type Collection.

<Client>

Optional, repeatable element:

Used to copy data to a particular client or clients.

CLIENTGUID

When the CLIENTGUID attribute is used with the <Client> element, CLIENTGUID and POLICYROLES attributes MUST not be used in the <CopyToClientFields> element.

<Fields>

See <Fields> element above.

   

XML Example

<CopyToClientFields CLIENTGUID="ClientGUIDMV"> 
<Fields>  
<Field> 
<From>NewFirstNameMV</From> 
<To>NewFirstNameField</To> 
</Field> 
<Field> 
<From>NewLastNameMV</FromCollection> 
<To>NewLastNameField</To> 
</Field>
</Fields> 
</CopyToClientFields> 

XML Schema

<CopyToClientFields CLIENTGUID="[String]"> 
<Fields> 
<Field> 
<From\> 
 
<To\> 
</Field>  
<Field> 
<FromCollection\> 
<To\> 
</Field> 
</Fields> 
</CopyToClientFields>