Sequences Pane
The Sequences pane is a specialized pane available in the Transaction Editor for Intake-Record transactions. This pane is used to visually configure Activity Sequences—ordered, dynamic collections of activities used to execute changes to member records when such records are being altered by information processed through Data Intake. Sequenced activities may be created for companies, group customers, clients, plans or policies depending on the business need.
Sequences Pane Sections
Sequences
The Sequences table allows for the addition of Activity Sequences by using the Add button. The position of each Sequence can be altered by using the Up and Down buttons. Sequences will execute in the order in which they are displayed in the Sequences table. Sequences can be deleted by using the Remove button.
Sequence Condition
When an Activity Sequence is selected from the Sequences table, a conditional expression, if defined, will display in the Sequence Condition field. This expression is what dictates whether the Sequence will execute—if true, the Sequence will execute; if false, the Sequence will not execute. If an expression is not yet defined for the Sequence, one can be entered in this field.
Sequence Activities
When an Activity Sequence is selected from the Sequences table, all of the activities/ActivityArrays contained within that Sequence will display in the Sequence Activities table.
Activities/ActivityArrays can be added to the Sequence by using the Add button in this section of the pane. Doing so will insert a blank row into the Sequence Activities table. Using auto-complete, the Rules Palette will present a list of configured activities and ActivityArray math objects for insertion into the Sequence. If the Process Immediate checkbox is checked, the activity/ActivityArray will be processed immediately.
The position of each activity/ActivityArray can be altered by using the Up and Down buttons. Activities/ActivityArrays will execute within the Sequence in the order in which they are displayed in the Sequence Activities table. Activities/ActivityArrays can be deleted by using the Remove button.
Activity Condition
When an activity/ActivityArray is selected from the Sequence Activities table, a conditional expression, if defined, will display in the Activity Condition field. This expression is what dictates whether the activity/ActivityArray will execute—if true, the activity/ActivityArray will execute; if false, the activity/ActivityArray will not execute. If an expression is not yet defined for the activity/ActivityArray, one can be entered in this field.