CopyToIntakeRecordFields
This business rule is used to copy values from one or more activity fields to one or more Data Intake record fields. The values that are copied to Intake Record fields will be written to the corresponding columns of the AsIntakeRecord or AsIntakeRecordField database tables.
This business rule can copy data of the following types:
- TEXT
- DATE
- CURRENCY
- DECIMAL
- INTEGER
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.
Element/Tag | Attribute | Definition | Element/Attribute Value and Description |
---|---|---|---|
<CopyToIntakeRecordFields> |
The opening and closing tags of this rule. |
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INTAKERECORDGUID |
Optional attribute: Provides the INTAKERECORDGUID of the Data Intake record 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 INTAKERECORDGUID | |
<Tests> |
Optional element: The opening and closing tags of the Test section. |
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<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. |
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<Field> | Required, repeatable element:
The opening and closing tags for the configuration defining a single field whose data is to be copied. |
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<FromCollection> | Optional element:
Specifies a collection of key-value pairs, where the key is a INTAKERECORDGUID and the value is a supported value for the field defined in the <To> element. Note: This element and the INTAKERECORDGUID 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 a INTAKERECORDGUID 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 INTAKERECORDGUID 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 from AsIntakeRecord or any dynamic field stored in AsIntakeRecordField. |
XML Schema Using INTAKERECORDGUID
<CopyToIntakeRecordFields INTAKERECORDGUID="[MathVariable]">
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<From>[Activity field name or MathVariable]</From>
<To>[Field name]</To>
</Field>
</Fields>
</CopyToIntakeRecordFields>
XML Schema Using <FromCollection>
<CopyToIntakeRecordFields>
<Tests>
<Test TYPE="EXPRESSION">[Test expression]</Test>
</Tests>
<Fields>
<Field>
<FromCollection>[MathVariable]</FromCollection>
<To>[Field name]</To>
</Field>
</Fields>
</CopyToIntakeRecordFields>