ClientActivityScreen
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.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<ClientActivityScreen> |
The opening and closing tag of the ClientActivityScreen. |
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<MaximumRows> |
Defines the maximum number of Activities that will display on each page of the ClientActivityScreen. |
Integer: Valid values are 10, 15, 20, 100 |
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<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
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Allows configuration of fixed fields. |
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<Fields> |
Allows configuration of fields. |
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<Warnings> |
Defines the warnings node. Warning messages are defined via business rules and are optional. Note: |
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<DeleteWarning> |
Controls if a warning is given when an Activity is Deleted. |
Yes: Warning will be displayed. |
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MESSAGE |
String: Message text Note: If a message is not specified, the default message is, "Are you sure?" |
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<ReverseWarning> |
Controls if warning is given when Activity is Reversed. |
Yes: Warning will be displayed. |
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MESSAGE |
String: Message text Note: If a message is not specified, the default message is, "Are you sure?" |
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<RecycleWarning>
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Controls if warning is given when Activity is Recycled. If Tag is not present no warning will be displayed. |
Yes: Warning will be displayed. |
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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>