GroupCustomerOverviewScreen_Rule
The Group Customer Overview Screen is a configurable screen which can be used to display the objects and data within those objects in the following sections:
- Group Customer Header
- Details
- Agreements
- Plans
- Class Groups
- Classes
The Class section will have a configurable option to default the display in grid or tree mode. There will also be a radio button in these sections to flip between the two format options.
If the rule is empty or missing, the Overview screen will not be displayed. The As of Date field at the top of the screen will be used to determine the time slice to be displayed for the Plan and Class sections. The Refresh button refresh the screen when the As Of Date is changed and it can be changed to show different time slices.
Steps to create GroupCustomerOverviewScreen
Add GroupCustomerOverviewScreen to the Screen node as a Screen category rule. Create GroupCustomerOverviewScreen under the Company security. All the fields displayed in GroupCustomerOverview Screen should be readonly. The rule should allow the use of copybooks. The following buttons should be available in the screen and be controlled through security.
- Add Activity
- GroupCustomerComments
- OpenClassRuleVaraibles
Note: As per current usage, Inquiry will not be controlled through security.
General Pane
The General Pane displays the name and properties of the GroupCustomerOverviewScreen business rule.
XML Source Pane
Configuration can be done in XML via the XML Source pane. Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration.