New CopyTo Rules Prototype
This prototype was configured to demonstrate the functionality of several new CopyTo attached business rules.
Prototype Prerequisites
- OIPA user credentials with access to the Prototype Company and the GroupObjectsCopyToBRactivity
Prototype Configuration
- The GroupObjectsCopyToBR transaction was overridden for the Customer Plan under the Prototype Company. In the Global Rules Explorer window, navigate to Transactions |GroupObjectsCopyToBR |Plan Overrides | GroupObjectsCopyToBR (Customer Plan) to view the configuration for this transaction. The key configuration is explained below.
- The combo field CopyToRule is configured to display a drop-down list of all the CopyTo rules attached to the transaction.
- The combo field Record is configured to filter its list of values depending on the selection made from the CopyToRule field.
- An OnChange event is configured to hide the Record field if CopyToGroupCustomerFields is chosen from the CopyToRule field.
- Based on the value selected from the CopyToRule field, the corresponding attached business rule will execute.
- The GroupObjectsCopyToBR transaction was given the following attached rules, all of which are new CopyTo rules for the 10.0 release. Each business rule's behavior upon being called from the GroupObjectsCopyToBR is also described below.
- CopyToAgreementFields: Copies data to the fields on the Agreement screen
- The values available in the Record field will be a concatenation of the name of an agreement available to the group customer and that agreement's current status.
- When the transaction is processed, the AgreementName field on the Agreement screen will be updated with a value that is the current agreement name concatenated with the text "UpdatedbyCopyTo."
- CopyToAgreementRoleFields: Copies data to the fields on the Agreement Role screen
- The values available in the Record field will be a concatenation of an agreement role type and an agreement name available to the group customer.
- When the transaction is processed, the AgreementRoleStatus field on the Agreement Role screen will be updated with the value "98," which is the AsCodeAgreementRoleStatus code for "Inactive."
- CopyToClassFields: Copies data to the fields on the Class screen
- The values available in the Record field will be the names of all classes available to the group customer.
- When the transaction is processed, the ReportNumber field on the Class screen will be updated with the value "12345."
- CopyToClassGroupFields: Copies data to the fields on the Class Group screen
- The values available in the Record field will be a concatenation of the name of a class group available to the group customer and the status of all class group records for the group customer.
- When the transaction is processed, the BusinessStatusCode field on the Class Group screen will be updated with the value "Pending."
- CopyToClientAltIdFields: Copies data to the fields on the Alternate Name screen
- The values available in the Record field will be a concatenation of an alternate name available to the group customer and that alternate name's Effective From date.
- When the transaction is processed, the EffectiveTo field on the Alternate Name screen will be updated with the EffectiveDate of the activity if the EffectiveFrom date of the selected alternate name is earlier than the activity's EffectiveDate.
- CopyToClientRelationshipFields: Copies data to the fields on the Group Customer Relationship screen
- The values available in the Record field will be a concatenation of an AsCodeSecondaryRelationshipType code value for a relationship record belonging to the group customer and the EffectiveDate of that relationship record.
- When the transaction is processed, the LastCopyToUpdatedDate field on the Group Customer Relationship screen will be updated with the activity's EffectiveDate.
- CopyToGroupCustomerFields: Copies data to the fields on the Group Customer screen
- The Record field will be hidden when this value is chosen from the CopyToRule field.
- When the transaction is processed, the CustomerNumber field on the GroupCustomer screen will be updated with a new value generated by the identifier.
- CopyToIntakeFileFields: Copies data to the fields of an Intake File record
- The values available in the Record field will be a concatenation of the name of a Intake Profile available to the group customer and the Profile's IntakeFileID.
- When the transaction is processed, the ReceivedRecordCount field on the Intake File will be updated with the value "01."
- CopyToIntakeProfileFields: Copies data to the fields of an Intake Profile record
- The values available in the Record field will be a concatenation of the name of a Intake Profile and the EffectiveFromDate of that Data Intake Profile.
- When the transaction is processed, the FatalErrorThreshold field on the Intake Profile will be updated with the value "14."
- CopyToIntakeRecordFields: Copies data to the fields of an Intake Record record.
- The values available in the Record field will be a concatenation of the IntakeRecordID of an Intake Record available to the group customer and the status of that Intake Record.
- When the transaction is processed, the PreProcessorErrorCount field on the Intake Record will be updated with the value "02."
- CopyToAgreementFields: Copies data to the fields on the Agreement screen
View Prototype in OIPA
- Log into OIPA with credentials for a user belonging to the Prototype Company.
- Open a group customer record for a group customer with all of the screens/records mentioned above configured.
- Click the Add Activity button on the Secondary menu.
- Select the GroupObjectsCopyToBR activity.
- Select a CopyTo rule from the CopyToRule field.
- Note that the corresponding value detailed above displays in the Record field.
- Click Ok.
- Navigate to the screen or record corresponding to the selected CopyTo rule.
- Note that the value of the field mentioned above has been updated with the appropriate value.