ClientGroupAddScreen
The ClientGroupAddScreen Business Rule provides a method to add or remove policies to/from a group. Specific policy-level activities can be generated based on an action performed on the policy on the group.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<ClientGroupAddScreen> |
The opening and closing elements of the screen rule |
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<Client>
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.
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TYPECODE |
The client type of the group. (Must match TYPECODE from ClientGroupScreen Business Rule). |
ROLECODE |
The role of the Group on the added policy. Value is from the AsCodeRole table. |
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<Fields> |
See Fields. |
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<Events> |
See Events. |
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<ScreenMath> |
See ScreenMath Element. |
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<Actions> |
See Events. |
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<GenerateActivities> |
Spawns policy level activities upon adding, editing, or deleting policies in a group. |
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<Activity> |
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IF |
Use to configure a conditional test. |
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ON
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Add - Adds activities when policy is added to group. |
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Update - Updates policy level activity. |
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Delete - Deletes policy level activity on group policies. |
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<Transaction> |
Name of transaction to be generated on each policy. |
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<Fields> |
Allows configuration of field values to pass to generated policy and activity. |
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<Field> |
The opening and closing tag for each Field being configured. |
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<From> |
Name of ClientGroup or ClientGroupField data is being copied from. |
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<To> |
Name of Policy level Activity field being copied to. |
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<DataType> |
Data type of field being copied. |
XML Example
<ClientGroupAddScreen>
<Client TYPECODE="03" ROLECODE="22">
<Fields>
<Field>
<Name>PremiumAmount</Name>
<Display>Premium Amount</Display>
<DataType>Money</DataType>
</Field>
<Field>
<Name>OwnerName</Name>
<Display />
<DataType>Text</DataType>
<Calculated TYPE="SQL">SELECT …'</Calculated>
<Hidden>Yes</Hidden>
</Field>
<Field>
<Name>PolicyBillingMethod</Name>
<Display>Policy Billing Method</Display>
<DataType>Text</DataType>
</Field>
</Fields>
<OnLoad />
<OnChange />
<GenerateActivities>
<Activity IF="1=1" ON="Delete">
<Transaction>TestBonus</Transaction>
<Fields>
<Field>
<From>PaymentAmount</From>
<To>BonusAmount</To>
<DataType>Money</DataType>
</Field>
</Fields>
</Activity>
</GenerateActivities>
</Client>
</ClientGroupAddScreen>
XML Schema
<ClientGroupAddScreen>
<Client>
<Fields>
<Field>
<Name></Name>
<Display></Display>
<DataType></DataType>
</Field>
</Fields>
<OnLoad>
<Field></Field>
</OnLoad>
<OnChange>
<Change>
</Change>
</OnChange>
<GenerateActivities>
<Activity>
<Transaction></Transaction>
<Fields>
<Field>
<From></From>
<To></To>
<DataType></DataType>
</Field>
</Fields>
<Activity>
</GenerateActivities>
</Client>
</ClientGroupAddScreen>