PolicyWidget
The PolicyWidget rule can be configured to produce a list of all the Policies created by the user. The columns to be displayed in the policy widget are configurable through this widget rule. If the rule is not configured, the system displays the following default columns defined by the <Result> element for the widget.
- PolicyNumber
- PolicyName
- Status
- Owner
- TaxID
| Element/Tag | Attributes | Parent Element | Description | Element/Attribute Values |
|---|---|---|---|---|
|
<PolicyWidget>
|
This is the start and end tag of the element. |
|||
| TITLE |
Optional: Defines the display name that will appear at the top of the widget |
String | ||
| COMMENT |
Optional: Defines the description of Widget |
String | ||
| <Results> | <PolicyWidget> |
Optional: This is the start and end tag of the Results element. |
||
| <Table> | <Results> |
Required element: The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element. Mask attribute will not be supported. |
||
| <Column> | <Table> |
The container element for column configuration. |
||
| <Display> | <Table> |
Defines the header for the search result table column. |
||
| <Name> | <Table> |
Specifies the database column in which the field values are stored. |
||
| <Group> | <Table> |
Indicates the table/screen that stores the field being referenced. Note: All the groups supported for PolicySearchScreen result set is supported for PolicyWidget. |
||
| <DataType> | <Table> | Defines the datatype of the field. |
XML Schema
<PolicyWidget TITLE="[String]" COMMENT"[String]">
<Results>
<Table NAME="">
<Column ALIGN="" FORMAT="">
<Display></Display>
<Name></Name>
<Group></Group>
<DataType></DataType>
</Column>
</Table>
</Results>
</PolicyWidget>
XML Example
<PolicyWidget TYPE="Policy" TITLE="Watch List - Policy">
<Results>
<Table>
<Column ALIGN="LEFT">
<Name BOLD=”Yes”>PolicyNumber</Name>
<Display BOLD=”Yes”>Policy Number</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="RIGHT">
<Name>IssueStateCode</Name>
<Display>Policy Issue State</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Name>PlanDate</Name>
<Display>Policy Start Date</Display>
<DataType>Date</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Name>LastName</Name>
<Display>Insured Client Last Name</Display>
<DataType>Text</DataType>
<Group ROLECODE="37">Client</Group>
</Column>
</Table>
</Results>
</PolicyWidget>
