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You are here: Configuration Overview > Business Rules > Screen Rules > ClientActivityScreen

ClientActivityScreen

Description

This Business Rule allows control of aspects of the Client Level Activity Screen. This configuration will determine the number of activities that will be shown on the Client-Level Activity Screen, set the date from which to display activities and can be configured to display additional Fields as well as provide warnings and/or restrictions to processing Client Level Activities.

ClientActivityScreen Element and Attribute Table
Element/Tag Definition Attribute Element/Attribute Value and Description

<ClientActivityScreen>

The opening and closing tag of the ClientActivityScreen.   

<MaximumRows>

Defines the maximum number of Activities that will display on each page of the ClientActivityScreen.

Integer:  Valid values are 5, 10, 15, 20, 100
If this element is not present or there is an illegal value (non-integer) the default is 100.

<FromDate>

Defines the From Date field as the start date the user wants to display Activities from.

 

BeginningOfYear:Displays beginning of the year based upon current system date.

BeginningOfMonth:Displays beginning of the month based upon current system date.

PreviousDay: Displays previous day of system date.

Blank: Displays blank value


If element is not present default is System Date.

<Fixed Fields>

Allows configuration of fixed fields.

   

<Fields>

Allows configuration of fields.

   

<Warnings>

Defines the warnings node.  Warning messages are defined via business rules and are optional. 

Note:
If this element does not exist, then the default will be not to display any confirmation warning message.

   

<DeleteWarning>

Controls if a warning is given when an Activity is Deleted.
Note: Alerts the user with a confirmation warning message for the Delete button click action to prevent the user from inadvertently deleting a pending Activity.

 

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No".

 

MESSAGE

String:  Message text

Note:  If a message is not specified, the default message is, "Are you sure?"

<ReverseWarning>

Controls if warning is given when Activity is Reversed.
Note: Alerts the user with a confirmation warning message for the Reverse button click action to prevent the user from inadvertently reversing an active Activity.

 

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No."

 

MESSAGE

String:  Message text 

Note:  If a message is not specified, the default message is, "Are you sure?"

<RecycleWarning>

 

Controls if warning is given when Activity is Recycled. If Tag is not present no warning will be displayed.
Note: Alerts the user with a confirmation warning message for the Recycle button click action to prevent the user from inadvertently recycling an active Activity.

 

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No."

 

MESSAGE

String:  Message text 

Note:  If a message is not specified, the default message is, "Are you sure?"

XML Sample

<ClientActivityScreen>
<MaximumRows>10</MaximumRows>
<FromDate>Blank</FromDate>
<FixedFields>
<Field>
<Name>SocialSecurityNumber</Name>
<Display> Social Security Number </Display>
<Datatype MASK=”SNN”>Text</Datatype>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>AgencyName</Name>
<Display>Agency Name</Display>
<DataType>Label</DataType>
<Calculated TYPE="SQL">SELECT TextValue FROM AsClientField, AsClient  
<Calculated TYPE="SQL">SELECT TextValue FROM AsClientField, AsPerson  
	WHERE AsClientField.ClientGUID=AsClient.ClientGUID 
	WHERE AsClientField.ClientGUID=AsPerson.ClientGUID 
	AND AsClientField.FieldName='AgencyName' 
	AND AsClientField.ClientGUID='[ClientGUID]'</Calculated>
</Field>
</Fields>
<Warnings>
<DeleteWarning MESSAGE=”Are you sure you want to delete the activity”>Yes</DeleteWarning>
<RecycleWarning MESSAGE=”Are you sure you want to recycle the activity”>Yes</RecycleWarning>
<ReverseWarning MESSAGE=”Are you sure you want to reverse the activity”>Yes</ReverseWarning>
</Warnings>
</ClientActivityScreen>
 

 

 

 

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