EnrollmentScreen
The EnrollmentScreen screen rule is configured using the rules palette. It provides a way for a user to manually enter enrollment data for a group customer.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
---|---|---|---|
<EnrollmentScreen> | |||
<FixedFields> |
Fixed Fields define the appearance of the standard "above the line" fields. |
The display names for these fields can be edited and the fields can also be disabled or hidden. | |
<Field> |
Repeatable element: Allows configuration of 'above the line' fields. See Fields Element. |
The fixed fields section of the screen supports the following fields (and associated groups): ClientTypeCode (Client)
|
|
<Name> |
Required: Exact name of the field. This is the name that is found in the configuration whenever a reference is being made to this field. |
|
|
<DisplayName> |
Required: Defines the display name of the field. |
|
String |
<DataType> |
Required: Defines the datatype of the field. |
|
See the Fields element. |
<Group> |
Required:
This is the name of the group (table) that should be used to obtain the value. |
|
Organization, Person, or Client |
<Table> |
Optional element: See Table Element. |
If this element is omitted, the default values are used. The default columns (and associated group) are: Class Name (AsClass) |
XML Example
<EnrollmentScreen>
<FixedFields>
<Field>
<Name>LastName</Name>
<DisplayName>Last Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
<Field>
<Name>FirstName</Name>
<DisplayName>First Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
</FixedFields>
<Table>
<Column>
<Display>Class Name</Display>
<Name>ClassName</Name>
<Group>Class</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Product Name</Display>
<Name>ProductName</Name>
<Group>SegmentName</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Effective Date</Display>
<Name>EffectiveDate</Name>
<Group>Product</Group>
<DataType>Date</DataType>
</Column>
<Column>
<Display>Enrollment Date</Display>
<Name>EnrollmentDate</Name>
<Group>Enrollment</Group>
<DataType>Date</DataType>
</Column>
</Table>
</EnrollmentScreen>