GroupCustomerSearchScreen
The GroupCustomerSearchScreen provides the ability to search for a Group Customer. The search can be filtered by selecting various criteria and selecting values for those criteria. Additional search criteria can be added via configuration.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<GroupCustomerSearchScreen> |
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<Filter> | |||
<Conditions> |
SecurityGroup Exclusion condition definition:
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Comma separated security group names:
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<Condition> | Repeatable |
ENTITY RELATIONSHIPKEY |
Specifies the table to be used for the filter. Only requied when ENITITY is CLIENTRELATIONSHIP OR CLIENTRELATIONSHIPFIELD. Should be set to either Primary or Secondary |
Repeatable |
Specifies the field name to be used. For the main tables, this would be the column name. For Field tables this would be the field name. |
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Specifies the value to search on the attribute should correspond to the datatype of the field: TextValue/ IntValue/ FloatValue/ DateValue |
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<GroupCustomer> |
Typecode as saved in AsOrganization |
TYPECODE |
Text |
<Search> |
Opening and closing tag of the section defining search fields. |
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<Subsections> |
Optional element: The fields configured inside subsections will be grouped together and the display can be collapsed or expanded |
SECTIONNODES |
Optional attribute:Expanded/Collapsed Collapsed is the default value. |
<Subsection> |
Repeatable element: Required if <Subsections> element is configured. |
TITLE |
Optional attribute:String The title to be displayed on the subsection header. |
SECTIONNODES |
Optional attribute: Expanded/Collapsed Collapsed is the default value. |
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<Fields> |
See Fields Elements. |
Required: Fields are executed only when the screen is accessed through an activity. |
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<Query> |
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<Results> |
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<Table> |
Controls formatting of the GroupCustomerSearchScreen display. |
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<Column> |
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ALIGN |
Text Sets column alignment. LEFT,RIGHT, CENTER |
<Name> |
Name of the variable to be displayed. |
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Text: |
<Display> |
Column label to display. |
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Text: |
<DataType> |
Datatype of the column. |
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Text: |
XML Example
<GroupCustomerSearchScreen>
<Filter>
<Conditions SecurityGroup = "AlamereGroupSuper,AlamereTest" type ="Exclusion" Operator = "AND" >
<Condition Entity = "ASCLIENT">Fieldname = 'Employee' and TextValue = 'GuideStone'</Condition>
</Conditions>
</Filter>
<GroupCustomer>
<Search>
<Fields>
<Field>
<Name>OrganizationName</Name>
<Display>Group Customer Name</Display>
<Group>Organization</Group>
<DataType>Text</DataType>
</Field>
<Field>
<Name>TaxID</Name>
<Display>TIN</Display>
<Group>Client</Group>
<DataType>Text</DataType>
</Field>
</Fields>
</Search>
<Results INITIALRESULTS="None">
<Table NAME="Group Customer">
<Column ALIGN="CENTER">
<Display>TIN</Display>
<Name>TaxID</Name>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Display>Group Customer Name</Display>
<Name>OrganizationName</Name>
<DataType>Text</DataType>
<Group>Organization</Group>
</Column>
</Table>
</Results>
</GroupCustomer>
</GroupCustomerSearchScreen>