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.

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

<GroupCustomerSearchScreen>




<Filter>      
<Conditions>

SecurityGroup Exclusion condition definition:

  • Type
  • Operator
 

Comma separated security group names:

  • Exclusion
  • And
  • Or
<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.

     

Specifies the value to search on the attribute should correspond to the datatype of the field:

TextValue/ IntValue/ FloatValue/ DateValue

<GroupCustomer>

Typecode as saved in AsOrganization

TYPECODE

Text  

<Search>

Opening and closing tag of the section defining search fields.



<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.

<Fields>

See Fields Elements.

 

Required:

Fields are executed only when the screen is accessed through an activity.

<Query>




<Results>




<Table>

Controls formatting of the GroupCustomerSearchScreen display.


 

<Column>


ALIGN

Text  

Sets column alignment.

LEFT,RIGHT, CENTER

<Name>

Name of the variable to be displayed.


Text:

<Display>

Column label to display.


Text:

<DataType>

Datatype of the column.


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>

 

 

 

 

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