CopyToClientFields (For Requirements)

This business rule is attached to a requirement to allow one or more MathVariables to be copied from an activity to one or more client fields when the requirement to which this rule is attached is processed.  

In addition to field values, CopyToClientFields will automatically update the OptionText of combo box and radio button fields.

Note: The CopyToClientFields rule cannot be used to update external client information.

CopyToClientFields Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description
<CopyToClientFields> Required opening and closing tag of the CopyToClientFields rule.     

<Client>

Optional, repeatable element:

Used to copy data to a particular client or clients.

CLIENTGUID  Optional attribute:
MathVariable
This attribute is used to specify the ClientGUID of the client whose records are to be updated.

<Fields>

Required element:
Used to specify the client fields that will be updated by values from MathVariables.

   

<Field>

Repeatable element:
The opening and closing tag that encompasses <From> and <To>.

 

 

<From>

This element is used to specify the MathVariable or activity field where the data should be copied from.

 

Required element value:
MathVariable/Activity Field
Name of MathVariable or field from the requirement.

<To>

This element is used to specify the fields on the Client screen where the data will be copied to.

 

Required element value:
Field
Name of the field in the Client screen .

XML Example

<CopyToClientFields>
<Client CLIENTGUID="ChangeClientGuidMV">
<Fields>
<Field>
<From>ClientFirstNameMV</From>
<To>FirstName</To>
</Field>
</Fields>
</Client>
</CopyToClientFields>
   

 

 

 

 

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