AssignRoleScreen

This business rule allows for the configuration of the Roles Screen. Available roles are viewable from the Find Client or New Client buttons. The table structure of the Roles Screen is controlled by configuration in this rule.

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

<AssignRoleScreen>

The opening and closing tag of the AssignRoleScreen Business Rule.

 

<RoleSelection>

Indicates format of Assign Role Screen.

Checkbox - Assign Role screen will display in traditional check box format (default value if tag is not present).
Combo - Assign Role Screen will display Combo box of applicable roles (versus traditional checkbox format).

<MaintainRoles>

Defines the Roles to which the fields/validations apply.

<Table>

Controls formatting of Role display.

<Math Variables>

Standard math variables that will be used for evaluating onscreen values.

 

 

<CurrentRoles>

Defines the Roles to which the fields/validations apply.

 

 

<DisplayStatus>

Defines the input check boxes to display on the screen.

 

 

<Display>

Defines the status of the policy.

 

code value

<Table>

Controls formatting of Role display.

 

 

<Math Variables>

Standard math variables that will be used for evaluating onscreen values.

 

 

XML Samples

<AssignRoleScreen>
<CurrentRoles>
<DisplayStatus>
<Status>01</Status>
<Status>03</Status>
<Status>25</Status>
</DisplayStatus>
<Table>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Name</Display>
<Group>Client</Group>
<Name>Name</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Role</Display>
<Group>Role</Group>
<Name>RoleCode</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>RoleField</Display>
<Group>RoleField</Group>
<Name>Field1</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Tax ID</Display>
<Group>Client</Group>
<Name>TaxId</Name>
</Column>
</Table>
</CurrentRoles>
</AssignRoleScreen>
 
<AssignRoleScreen>
<RoleSelection>ComboBox</RoleSelection>
<MaintainRoles>
<Table>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Name</Display>
<Group>Client</Group>
<Name>Name</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Role</Display>
<Group>Role</Group>
<Name>RoleCode</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Tax ID</Display>
<Group>Client</Group>
<Name>TaxId</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text" EDITABLE="Yes">
<Display>RoleField</Display>
<Group>RoleField</Group>
<Name>Field1</Name>
</Column>
</Table>
</MaintainRoles>
<CurrentRoles>
<DisplayStatus>
<Status>01</Status>
<Status>03</Status>
<Status>25</Status>
</DisplayStatus>
<Table>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Name</Display>
<Group>Client</Group>
<Name>Name</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Role</Display>
<Group>Role</Group>
<Name>RoleCode</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>RoleField</Display>
<Group>RoleField</Group>
<Name>Field1</Name>
</Column>
<Column ALIGN="LEFT" FORMAT="Text">
<Display>Tax ID</Display>
<Group>Client</Group>
<Name>TaxId</Name>
</Column>
</Table>
</CurrentRoles>
</AssignRoleScreen>

 

 

 

 

 

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