ClientActivityScreen

This Business Rule allows control of aspects of the Client Level Activity Screen. This configuration will determine the number of activities that will be shown on the Client-Level Activity Screen, set the date from which to display activities and can be configured to display additional Fields as well as provide warnings and/or restrictions to processing Client Level Activities.

ClientActivityScreen: Elements and Attributes
Element/Tag Attributes Parent Element Description Element/Attribute Value

<ClientActivityScreen>

    

The opening and closing tag of the ClientActivityScreen.

 

<MaximumRows>

<ClientActivityScreen>

Defines the maximum number of Activities that will display on each page of the ClientActivityScreen.

Integer:  Valid values are 10, 15, 20, 100
default is 15.

<FromDate>

  <ClientActivityScreen>

Defines the From Date field as the start date the user wants to display Activities from.

BeginningOfYear:Displays beginning of the year based upon current system date.

BeginningOfMonth:Displays beginning of the month based upon current system date.

PreviousDay: Displays previous day of system date.

Blank: Displays blank value


If element is not present default is System Date.

<Fixed Fields>

  <ClientActivityScreen>

Allows configuration of fixed fields.

  

<Fields>

   <FixedFields>

Allows configuration of fields.

 

<Warnings>

  <ClientActivityScreen>

Defines the warnings node.  Warning messages are defined via business rules and are optional. 

Note: If this element does not exist, then the default will be not to display any confirmation warning message.

 

<DeleteWarning>

  <Warnings>

Controls if a warning is given when an Activity is Deleted.

Note: Alerts the user with a confirmation warning message for the Delete button click action to prevent the user from inadvertently deleting a pending Activity.

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No".

MESSAGE

  

String:  Message text

Note: If a message is not specified, the default message is, "Are you sure?"

 

<ReverseWarning>

  <Warnings>

Controls if warning is given when Activity is Reversed.

Note: Alerts the user with a confirmation warning message for the Reverse button click action to prevent the user from inadvertently reversing an active Activity.

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No."

MESSAGE

 

Note: If a message is not specified, the default message is, "Are you sure?"

String:  Message text 

<RecycleWarning>

 

   <Warnings>

Controls if warning is given when Activity is Recycled. If Tag is not present no warning will be displayed.

Note: Alerts the user with a confirmation warning message for the Recycle button click action to prevent the user from inadvertently recycling an active Activity.

Yes: Warning will be displayed.
No: Warning will not be displayed.
If this element is not present default is "No."

MESSAGE

  

Note: If a message is not specified, the default message is, "Are you sure?"

String:  Message text 

XML Example

<ClientActivityScreen>
<MaximumRows>10</MaximumRows>
<FromDate>Blank</FromDate>
<FixedFields>
<Field>
<Name>SocialSecurityNumber</Name>
<Display> Social Security Number </Display>
<Datatype MASK=”SNN”>Text</Datatype>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>AgencyName</Name>
<Display>Agency Name</Display>
<DataType>Label</DataType>
<Calculated TYPE="SQL">SELECT TextValue FROM AsClientField, AsClient  
<Calculated TYPE="SQL">SELECT TextValue FROM AsClientField, AsPerson  
	WHERE AsClientField.ClientGUID=AsClient.ClientGUID 
	WHERE AsClientField.ClientGUID=AsPerson.ClientGUID 
	AND AsClientField.FieldName='AgencyName' 
	AND AsClientField.ClientGUID='[ClientGUID]'</Calculated>
</Field>
</Fields>
<Warnings>
<DeleteWarning MESSAGE=”Are you sure you want to delete the activity”>Yes</DeleteWarning>
<RecycleWarning MESSAGE=”Are you sure you want to recycle the activity”>Yes</RecycleWarning>
<ReverseWarning MESSAGE=”Are you sure you want to reverse the activity”>Yes</ReverseWarning>
</Warnings>
</ClientActivityScreen>