Buttons Element

The Buttons element provides the ability to configure the buttons available on the Activity Detail screen. Three buttons are currently able to be added: Ok, Quote and Verify. A Cancel button is also available on the Activity Detail screen by default, and is not configurable. The Quote and Verify buttons are mutually exclusive, and are dependent on the QuoteScreen and VerificationScreen attached rules, respectively.

Buttons Element/Attribute Table
Element/Tag Attribute Definition Element/Attribute Value and Description
<Buttons>   Optional Element:

Allows for the configuration of buttons on the Activity Detail screen.

If this configuration is absent from the transaction XML, existing system behavior will prevail, and all available buttons will display.

  
<Button>   Required and Repeatable Element:

Names the button. This element is required if the <Buttons> element exists.

Ok: Creates an Ok button, which saves the activity when clicked.. If the Ok button is enabled, the OkNavigate button will also be enabled when adding an activity from a screen other than the Activity screen.

Quote: Creates a Quote button. This button is only applicable if the QuoteScreen rule is configured and attached to the transaction.

Verify: Creates a Verify button. This button is only applicable if the VerificationScreen is configured and attached to the transaction.

Attached Rule/Button Configuration Behavior

Because the QuoteScreen and ValidationScreen attached rules, and by extension the Quote and Verify buttons, are mutually exclusive, the system gives certain rules and/or buttons precedence in situations where more than one rule and/or button is attached and/or configured.

  • If both the QuoteScreen and VerificationScreen rules are attached to a transaction, and both the Quote and Verify buttons are defined in the transaction XML, only the Verify button will display on the Activity Detail screen.
  • If both the QuoteScreen and VerificationScreen rules are attached to a transaction, but only the Quote button is defined in the transaction XML, only the Quote button will display on the Activity Detail screen.
  • If both the QuoteScreen and VerificationScreen rules are attached to a transaction, but only the Verify button is defined in the transaction XML, only the Verify button will display on the Activity Detail screen.
  • If the VerificationScreen rule is not attached to a transaction, but the Verify button has been defined in the transaction XML, a warning message will display when the Verify button is clicked on the Activity Detail screen. The message will alert the user that the VerificationScreen rule has not been attached, and that the action cannot be processed.
  • If the QuoteScreen rule is not attached to a transaction, but the Quote button has been defined in the transaction XML, a warning message will display when the Quote button is clicked on the Activity Detail screen. The message will alert the user that the VerificationScreen rule has not been attached, and that the action cannot be processed.
  • If the VerificationScreen rule is attached, but both the Verify and Quote buttons are defined in the transaction XML, only the Verify button will display on the Activity Detail screen.
  • If the QuoteScreen rule is attached, but both the Verify and Quote buttons are defined in the transaction XML, only the Verify button will display on the Activity Detail screen, as the configured button takes precedence over the attached rule.

Note: If both the QuoteScreen and VerificationScreen rules are attached to a transaction, the second rule to be attached will not display in the transaction's Attached Rules folder, since the two rules are mutually exclusive. However, the transaction override will still display in the rule's Transaction Overrides folder in the Global Rules Explorer.

XML Example

<Transaction>
	<Buttons>
		<Button>Ok</Button>
		<Button>Verify</Button>	
	</Buttons>
</Transaction>

XML Schema

<Transaction>
	<Buttons>
		<Button>Ok|Quote|Verify</Button>		
	</Buttons>
</Transaction>