AddAgreementRoles

The AddAgreementRoles rule may be attached to a transaction so that an activity can link a client to an agreement through an agreement role.

AddAgreementRoles Elements/Attributes
Element/Tag Attribute Definition Element/Attribute Value and Description

<AddAgreementRoles>

 

 

 

<AgreementRole>

 

Required, repeatable element:   

Specifies the agreement roles to be added.

 

AGREEMENTGUID

Required Attribute:

MathVariable to populate AgreementGUID.

AgreementGUID from Agreement table.

 

AGREEMENTROLETYPE

MathVariable to populate AgreementRoleType from Code table.

 

CLIENTGUID

Required Attribute:

MathVariable to populate ClientGUID.

A single ClientGUID from the Person table.

 

AGREEMENTROLESTATUS

Optional Attribute

MathVariable to populate AgreementRoleStatus from Code table.

when multiple <Test> elements are configured, it is expected that all Test elements resolve to TRUE for the overall <Tests> to be considered TRUE (logical AND operation) and the other parts of the configuration in relation to <Tests> element is executed.

<Tests>

 

 

 

<Test>

 

Specifies a test expression

Note: when multiple <Test> elements are configured, it is expected that all Test elements resolve to TRUE for the overall <Tests> to be considered TRUE (logical AND operation) and the other parts of the configuration in relation to <Tests> element is executed.

<Fields>

 

See Fields Elements.

 

XML Example

<AddAgreementRoles>
<AgreementRole AGREEMENTGUID="MVAgreementGUID"
AGREEMENTROLETYPE="MVAgreementRoleTypeCode"
CLIENTGUID="MVClientGUID1" AGREEMENTROLESTATUS="MVStatusTo">
<Tests>
<Test>1=1</Test>
</Tests>
</AgreementRole>
<AgreementRole AGREEMENTGUID="AgreementGuid2" 
AGREEMENTROLETYPE="AgreementRoleType2"
CLIENTGUID="ClientGuid2">
<Tests>
<Test>2>1</Test>
</Tests>
<Fields>
<Field>
<From>Activity:TestTextField</From>
<To>AgreementRoleDynamicField1</To>
</Field>
</Fields>
</AgreementRole>
</AddAgreementRoles>

 

 

 

 

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