IntakeRecordSearchScreen

This business rule allows the user to search for specific Intake Records. Search fields can be configured to be able to search on fixed and dynamic fields in order to narrow the results based on the search criteria. The rule also allows for configuration of a search results tables. The IntakeRecordSearchScreen can be overridden at the global or primary company levels only.

IntakeRecordSearchScreen Elements/Attributes

Element/Tag Attribute Definition Element/Attribute Value and Description

<IntakeRecordSearchScreen>

 

Required element:

The opening and closing tag of the business rule.

 

<IntakeRecord>  

Required, repeatable element:

The opening and closing tag for the configuration of search fields and a result table for a single Intake Record.

 
TYPECODE Defines the Intake Profile Definition type. A TypeCode from the AsCodeIntakeProfileDefinitionType code name.
<Search>   The opening and closing tag for the search field configuration section.  
<Fields>   Standard fields configuration applies—see the Fields Element page for more information.  
<Field>   Standard fields configuration applies—see the Fields Element page for more information.  
<Name>   Standard fields configuration applies—see the Fields Element page for more information.  
<Display>   Standard fields configuration applies—see the Fields Element page for more information.  
<DataType>   Standard fields configuration applies—see the Fields Element page for more information.  
<Group>  

Standard fields configuration applies—see the Fields Element page for more information.

PERSON

CLIENT

INTAKERECORD

INTAKERECORDFIELD

<Results>   The opening and closing tag for the search result table configuration.  
<Table>   Standard table configuration applies—see the Table Element page for more information.  
<Column>   Standard table configuration applies—see the Table Element page for more information.  
<Name>   Standard table configuration applies—see the Table Element page for more information.  
<Display>   Standard table configuration applies—see the Table Element page for more information.  
<DataType>   Standard table configuration applies—see the Table Element page for more information.  
<Group>   Standard table configuration applies—see the Table Element page for more information.  

XML Example

<IntakeRecordSearchScreen>
<IntakeRecord TYPECODE="01">
<Search>
<Fields>
<Field>
<Name>LastName</Name>
<Display>Last Name</Display>
<DataType>Text</DataType>
<Group>Person</Group>
</Field>
<Field>
<Name>FirstName</Name>
<Display>First Name</Display>
<DataType>Text</DataType>
<Group>Person</Group>
</Field>
<Field>
<Name>DateOfBirth</Name>
<Display>Date of Birth</Display>
<DataType>Date</DataType>
<Group>Person</Group>
</Field>
<Field>
<Name>TaxId</Name>
<Display>Tax ID</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Field>
<Field>
<Name>ChangeTypeCode</Name>
<Display>Change Type</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT NULL as CodeValue,'ALL' as ShortDescription FROM DUAL UNION SELECT CodeValue, ShortDescription FROM AsCode WHERE CodeName = 'AsIntakeRecordChangeType' ORDER BY 2 ASC</Query>
<Group>IntakeRecord</Group>
</Field>
<Field>
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT NULL as CodeValue,'ALL' as ShortDescription FROM DUAL UNION SELECT CodeValue, ShortDescription FROM AsCode WHERE CodeName = 'AsIntakeRecordStatus' ORDER BY 2 ASC</Query>
<Group>IntakeRecord</Group>
</Field>
</Fields>
</Search>
<Results>
<Table>
<Column ALIGN="LEFT">
<Name>FileID</Name>
<Display>File ID</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>ChangeTypeCode</Name>
<Display>Change Type</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>RecordTypeCode</Name>
<Display>Record Type</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>RecordCorrelationID</Name>
<Display>Record ID</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>FirstName</Name>
<Display>First Name</Display>
<DataType>Text</DataType>
<Group>Person</Group>
</Column>
<Column ALIGN="LEFT">
<Name>LastName</Name>
<Display>Last Name</Display>
<DataType>Text</DataType>
<Group>Person</Group>
</Column>
</Table>
</Results>
</IntakeRecord>
</IntakeRecordSearchScreen>

 

 

 

 

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