CopyToAgreementRoleFields

This business rule is used to copy one or more activity values to one or more agreement role fields. A MathVariable or a field name can be used to place a single value into an agreement role field and a collection can be used to place multiple values onto multiple agreement roles. The values that are copied to agreement role fields will be written to the corresponding columns of the AsAgreementRole or AsAgreementRoleField database tables.

This business rule can copy data of the following types:

In addition to the field's value, CURRENCY data will have its FLOATVALUE and CURRENCYCODE copied. When TEXT data is copied to fields with DataType COMBO or RADIO, the OPTIONTEXT and OPTIONTEXTFLAG will also be copied.

This business rule will only work in the context of the specific group customer to which it belongs.

When this business rule is attached to a transaction, it will also need to be added to the corresponding TransactionBusinessRulePacket business rule.

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

<CopyToAgreementRoleFields>

The required opening and closing elements of this business rule.

 

 

AGREEMENTROLEGUID

Optional attribute:

Provides the AGREEMENTROLEGUID of the agreement role that will be updated.

Note: This attribute and the <FromCollection> element are mutually exclusive, but it is required that one of the two be used.

A MathVariable that resolves to the desired AGREEMENTROLEGUID
<Tests>  

Optional element:

The opening and closing tags of the Test section.

 
<Test>  

Required, repeatable element:

Defines conditions for the copying of field data. When the test expressions are true, the data will be copied.

Test expressions support all logical operators. Context variables and MathVariables are also available for reference.

When multiple <Test> elements are present, all of the expressions must be true for the field data to be copied.

A conditional expression
TYPE

Required attribute:

Specifies the method by which the test will execute. EXPRESSION is the only supported value for this attribute.

EXPRESSION
<Fields>   Required element:

The opening and closing tags of the Fields section.

 
<Field>   Required, repeatable element:

The opening and closing tags for the configuration defining a single field whose data is to be copied.

 
<FromCollection>   Optional element:

Specifies a collection of key-value pairs, where the key is an AGREEMENTROLEGUID and the value is a supported value for the field defined in the <To> element.

Note: This element and the AGREEMENTROLEGUID attribute are mutually exclusive, but it is required that one of the two be used. This element and the <From> element are also mutually exclusive.

A MathVariable that resolves to a key-value pair, where the key is an AGREEMENTROLEGUID and the value is a supported value for the field defined in the <To> element.
<From>   Optional element:

Identifies the source of the data that will updated the field defined in the <To> element.

Note: This element and the <FromCollection> element are mutually exclusive. Therefore, if the AGREEMENTROLEGUID attribute is used, this element is required.

An activity field name, or a MathVariable that resolves to an activity field name.
<To>  

Required element:

Identifies the field to be updated.

An agreement role fixed or dynamic field name.

XML Schema Using AGREEMENTROLEGUID

<CopyToAgreementRoleFields AGREEMENTROLEGUID="[MathVariable]">
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<From>[Activity field name or MathVariable]</From>
<To>[Field name]</To>
</Field>
</Fields>
</CopyToAgreementRoleFields>

XML Schema Using <FromCollection>

<CopyToAgreementRoleFields>
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<FromCollection>[MathVariable]</FromCollection>
<To>[Field name]</To>
</Field>
</Fields>
</CopyToAgreementRoleFields>

 

 

 

 

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