AddToListBill
This rule will specify the Client record whose ListBill will receive the new record(s).
Note: This rule replicates the transaction override of v8 ClientGroupAddScreen rule.
| Element/Tag | Attributes | Parent Element | Description | Element/Attribute Values |
|---|---|---|---|---|
| <AddToListBill> | The opening and closing tag of the business rule. | |||
| <Client> | <AddToListBill> |
Required: Specifies the Client to which the list bill record belongs to. |
Math variable containing a ClientGUID. |
|
| <Policy> | <AddToListBill> |
Required: Specifies the Policy to add to the list bill. |
Math variable containing a ClientGUID |
|
| <Fields> | <AddToListBill> | Optional: Opening element of the Fields section | ||
| <Field> | <Fields> | Repeatable: Defines the mapping of transaction field and math values to the ListBillScreen fields using standard From/To/DataType spawn syntax. | ||
| <From> | <Field> | <Field> |
Required: This element specifies the field whose value should be copied to the list bill. |
math variable, field name
The name of the field or MathVariable from which value should be copied. |
| <To> | <Field> | <Field> |
Required: This element specifies the field to which the value should be copied. |
literal:
The name of the List Bill field to which the value should be passed |
| <OptionText> | <Field> |
Optional element: Identifies the source of the data that will update the OptionText for the field defined in the <To> element. Note: This element and the <OptionTextCollection> element are mutually exclusive. |
MathVariable |
XML Schema
<AddToListBill>
<Client>[ClientGUID]</Client>
<Policy>[PolicyGUID]</Policy>
<Fields>
<Field>
<From>[Activity field name or MathVariable]</From>
<To>[Field name]</To>
<OptionText>[MathVariable]</OptionText>
</Field>
</Fields>
</AddToListBill>
XML Example
<AddToListBill>
<Client>ClientGuidMV</Client>
<Policy>PolicyGuidMV</Policy>
<Fields>
<Field>
<From>AmountMV</From>
<To>Amount</To>
</Field>
<Field>
<From>Activity:FirstName</From>
<To>FIRSTNAME</To>
</Field>
<Field>
<From>BillingMV</From>
<To>Billing</To>
<OptionText>BillingOption</OptionText>
</Field>
<Field>
<From>Activity:ListDate</From>
<To>ListDate</To>
</Field>
<Field>
<From>RadioField</From>
<To>RadioField</To>
<OptionText>RadioFieldMV</OptionText>
</Field>
<Field>
<From>ComboSQL</From>
<To>ComboSQL</To>
<OptionText>ComboSQLMV</OptionText>
</Field>
<Field>
<From>Activity:ComboField</From>
<To>ComboField</To>
<OptionText>ComboFieldMV</OptionText>
</Field>
<Field>
<From>Activity:RadioField2</From>
<To>RadioField2</To>
<OptionText>RadioField2MV</OptionText>
</Field>
</Fields>
</AddToListBill>