AddAgreementRoles
The AddAgreementRoles rule may be attached to a transaction so that an activity can link a client to an agreement through an agreement role.
Element/Tag | Attribute | Definition | Element/Attribute Value and Description |
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<AddAgreementRoles> |
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<AgreementRole> |
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Required, repeatable element: Specifies the agreement roles to be added. |
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AGREEMENTGUID |
Required Attribute: MathVariable to populate AgreementGUID. AgreementGUID from Agreement table. |
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AGREEMENTROLETYPE |
MathVariable to populate AgreementRoleType from Code table. |
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CLIENTGUID |
Required Attribute: MathVariable to populate ClientGUID. A single ClientGUID from the Person table. |
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AGREEMENTROLESTATUS |
Optional Attribute MathVariable to populate AgreementRoleStatus from Code table. |
when multiple <Test> elements are configured, it is expected that all Test elements resolve to TRUE for the overall <Tests> to be considered TRUE (logical AND operation) and the other parts of the configuration in relation to <Tests> element is executed. |
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<Tests> |
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<Test> |
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Specifies a test expression |
Note: when multiple <Test> elements are configured, it is expected that all Test elements resolve to TRUE for the overall <Tests> to be considered TRUE (logical AND operation) and the other parts of the configuration in relation to <Tests> element is executed. |
<Fields> |
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See Fields Elements. |
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XML Example
<AddAgreementRoles>
<AgreementRole AGREEMENTGUID="MVAgreementGUID"
AGREEMENTROLETYPE="MVAgreementRoleTypeCode"
CLIENTGUID="MVClientGUID1" AGREEMENTROLESTATUS="MVStatusTo">
<Tests>
<Test>1=1</Test>
</Tests>
</AgreementRole>
<AgreementRole AGREEMENTGUID="AgreementGuid2"
AGREEMENTROLETYPE="AgreementRoleType2"
CLIENTGUID="ClientGuid2">
<Tests>
<Test>2>1</Test>
</Tests>
<Fields>
<Field>
<From>Activity:TestTextField</From>
<To>AgreementRoleDynamicField1</To>
</Field>
</Fields>
</AgreementRole>
</AddAgreementRoles>