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OIPA provides the ability to generate activities based on updates to Client records. Spawn functionality was added to the ClientScreen business rule to support this enhancement.
Refer to the XML Configuration Guide for a complete explanation of the elements and attributes supported in the ClientScreen business rule.
The following configuration must be in place to allow updates made to client records to spawn client level activities.
The Event Type to provide Spawn functionality must be TYPE=”ONSUBMIT”
The ID in Math (<Math ID=”name”> identifies the ScreenMath to be processed.
Example: the logic that might be used with Spawns would be to identify if any fields have been changed. Math variables may be set in ScreenMath to then trigger a conditional Spawn.
Use this section to provide warning or error messages, set field values, hide/reveal fields or disable/enable fields.
Example: the logic that might be used with Spawns is to provide a warning to the user if a field change has caused a client level transaction to be generated.
Use this section if there is a need to repopulate a comboBox or to repopulate a field.
Example: the logic that might be used with Spawns is to provide changed information needed for a Spawn.
Only SPAWNCODE=”03” (spawn based on date) may be used. Therefore, the configuration must include setting a date to spawn the client level transaction.
The following business rule and transactions were configured in the Functional Prototype Plan to demonstrate this new functionality.
The ClientScreen business rule was created with all the Action and Events configuration in place to demonstrate how a change to a client field can cause an activity to be spawned. The important parts of configuration are explained below. This rule must be overridden at the Primary Company level. to view configuration, navigate in the Global Explorer to Business Rules | Screen | ClientScreen | Company Overrides | ClientScreen (Prototype Company).
Changes made to the following Client screen fields for an Individual Client (client type 02) will trigger transactions. Trigger is caused by a field change notification when the “Save” button is selected. No transactions are triggered/spawned on initial save of the client.
There are four client level transactions configured to demonstrate the use of a Spawn section in the Client screen. Navigate in the Main Explorer to Companies | Prototype Company | Plans | Client Plan | Transactions| Client Level Transactions to view the configuration for each.
Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view the Client screen and client activities.
Create a new Individual client and save the initial data.
Make a change to any or all of the following fields:
You have the option of typing a value into the field named, Date To Send Correspondence.
Click the Activities link in the Left Navigation menu on the Client screen. The Client Activity screen should show pending activities. The correlation between change and generated activity is shown below.
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