CopyTos_Rule
The CopyTos attached rule allows values to be updated or copied to Field tables using a single CopyTos attached business rule. The current business rules that can be replaced by this new rule are as follows:
- CopyToPolicyFields
- CopyToSegmentFields
- CopyToRoleFields
- CopyToClientFields
- CopyToAddressFields
- CopyToRequirementFields
- CopyToPendingActivityFields
Important: Organization, Person, Group Customer, Class Group/Class Group Field, Class/Class Field, and Agreement information can be updated with this rule. Please see the XMLConfiguration Guide for the proper syntax for referencing the "To" field name.
The contents of the "From" and “FromCollection” tag will have a value that is the result of a math variable or activity field. A collection can contain GUIDs or the dates of the object (policy, client, role, etc.) and field value(s) of the field(s) that need to be updated. The “To” tags will have the field name of the object table. If there are multiple fields with values that need to be updated, then multiple math variables of type COLLECTION will be created/used in the <Math> section.
General Pane
The General Pane displays the name and properties of the CopyTos business rule.
CopyTos General Pane
XML Source Pane
Configuration can be done in XML via the XML Source pane. Configuration for the additional screen tags must still be done through the XML Source pane.
The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section of this document.
Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Attached Rules | CopyTo.In addition, to view complete configuration details on Collection view Transaction Rules | Transaction Elements | Math Element | COLLECTION.
CopyTos XML Source Pane
