Quote Member Screen

This business rule is used to configure the Quote Member screen. It defines the fields that displays in the members grid and, the additional dynamic fields display in the expanded rows.

QuoteMemberScreen Elements and Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description

<QuoteMemberScreen>

The opening and closing tags of the QuoteMemberScreen business rule.

 

 

<Table>

Required element:

The element that defines the screen as a table format and controls the display of the benefit grid. See Table_Element.

 

 

<Column>

The container element for column configuration.

   
<Display> Defines the header for the search result table column.   String
<Name> Specifies the database column in which the field values are stored.   String
<Group> Indicates the table/screen that stores the field being referenced. The value used should be appropriate for the screen being configured.  

String

Examples: Quote

<DataType> Defines the datatype of the field.   String
<OrderBy>

Optional, repeatable element:

Specifies a structure to define the ordering of the data in the table.

Note:

This element is repeatable only when the <Name> element has a value of "Name" and the <Group> element has a value of "Client."

   

Required attribute:

Specifies priority of the column among the columns being sorted.

ORDINAL An integer indicating the sort order of the column.

Optional attribute:

Specifies the direction of the sort with respect to the value of each column's ORDINAL attribute.

ORDER

ASCENDING: The columns will sort in ascending order. This is the default value.

DESCENDING: The columns will sort in descending order.

<Fields>   Use Fields elements. Fields element to define the dynamic fields to be used in the member screen, these should match the columns in the member input spreadsheet.
<Events>   Use Event elements.  
<Event>

ONSUBMIT

ONLOAD

ONCHANGE

   
<ScreenMath>   Use Screen Math elements.  
<Actions>   Use Action elements.  
<MultiFields>   Optional element:
Use Multifield elements
 

XML Example

<QuoteMemberScreen>
<Table>
<Column ALIGN="RIGHT">
<Display>Category</Display>
<Name>Category</Name>
<DataType>Decimal</DataType>
<Group>QuoteMemberField</Group>
</Column>
<Column ALIGN="RIGHT">
<Display>First Name</Display>
<Name>FirstName</Name>
<DataType>Text</DataType>
<Group>QuoteMember</Group>
</Column>
<Column ALIGN="CENTER">
<Display>Last Name</Display>
<Name>LastName</Name>
<DataType>Text</DataType>
<Group>QuoteMember</Group>
</Column>
<Column ALIGN="CENTER">
<Display>Date Of Birth</Display>
<Name>DateOfBirth</Name>
<Group>QuoteMember</Group>
<DataType>Date</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Gender</Display>
<Name>Sex</Name>
<Group>QuoteMember</Group>
<DataType>Text</DataType>
</Column>
</Table>
<Fields>
<Field>
<Name>Age</Name>
<Display BOLD="Yes" ITALICS="Yes">Age</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>Occupation</Name>
<Display>Occupation</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>Occupation Rating</Name>
<Display>OccupationCatagory</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>01</OptionValue>
<OptionText>Professional</OptionText>
</Option>
<Option>
<OptionValue>02</OptionValue>
<OptionText>White</OptionText>
</Option>
<Option>
<OptionValue>03</OptionValue>
<OptionText>Light Blue</OptionText>
</Option>
<Option>
<OptionValue>04</OptionValue>
<OptionText>Blue</OptionText>
</Option>
<Option>
<OptionValue>05</OptionValue>
<OptionText>Heavy Blue</OptionText>
</Option>
<Option>
<OptionValue>06</OptionValue>
<OptionText>Special Risk</OptionText>
</Option>
</Options>
</Query>
<DefaultValue>01</DefaultValue>
</Field>
<Field>
<Name>EmploymentStatus</Name>
<Display>Employment Status</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>HoursOverride</Name>
<Display>Hours Overrride</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>Salary</Name>
<Display>Salary</Display>
<DataType>Decimal</DataType>
</Field>
<Field>
<Name>MemberResult1</Name>
<Display>MemberResult1</Display>
<DataType>Decimal</DataType>
<DefaultValue>0</DefaultValue>
<Hidden>No</Hidden>
</Field>
<Field>
<Name>MemberResult2</Name>
<Display>MemberResult2</Display>
<DataType>Decimal</DataType>
<DefaultValue>0</DefaultValue>
<Hidden>No</Hidden>
</Field>
</Fields>
</QuoteMemberScreen>