CopyToAgreementFields

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

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

<CopyToAgreementFields>

 

The required opening and closing elements of this business rule.

 

AGREEMENTGUID

Optional attribute:

Provides the AGREEMENTGUID of the agreement 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 AGREEMENTGUID
<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 AGREEMENTGUID and the value is a supported value for the field defined in the <To> element.

Note: This element and the AGREEMENTGUID 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 AGREEMENTGUID 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 AGREEMENTGUID 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.

Any fixed field stored in AsAgreement or any dynamic field stored in AsAgreementField.
<MultiFields>   Optional, repeatable element: Defines the multifields to be updated/inserted  
  Note: The system will validate named "To" fields against the field name in the MultiField rule in the AgreementScreen rule for the specified AgreementGUID.
  NAME Required: Specifies the named section of the related entity's Multifield rule. Literal name
  END Required: Specifies the total number of instances of multifields for the named section of the related entity's Multifield rule. If NAME is omitted or does not exist in the MultiField rule, all the fields in the MultiField rule will be repeated for "END" number of times. Literal Integer or Integer Math Variable
<Field>   Optional, repeatable element: Contains the instructions for the specified "To" field. This element (and sub elements) may be omitted if the default field values are desired.  
<FromIndexCollection>   Required: A collection of index/value pairs for the target fields. Indices must be unique integers Math variable collection of index/values.
<To>   Required: The target named field in the entity multifield rule. Literal field name

XML Schema Using AGREEMENTGUID

<CopyToAgreementFields AGREEMENTGUID="[MathVariable]">
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<From>[Activity field name or MathVariable]</From>
<To>[Field name]</To>
</Field>
</Fields>
<Multifields>
<Field>
<From></From>
<To></To>
</Field>
</MultiFields>
</CopyTo_Fields>

XML Schema Using <FromCollection>

<CopyToAgreementFields>
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<FromCollection>[MathVariable]</FromCollection>
<To>[Field name]</To>
</Field>
</Fields>
<MultiFields NAME="[Literal MultiField Section Name]" END="[Integer]"> 
 <Field> 
<FromIndexCollection>[MathvariableCollection]</FromIndexCollection>             
<To>[Literal Target Fieldname]</To>         
</Field>     
</MultiFields>
</CopyToAgreementFields>

 

 

 

 

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