Buttons Element

The Buttons element provides the ability to configure the buttons available on the Activity Detail entry screen. Three buttons are currently able to be added: Ok, Quote and Verify. A Cancel button is also available on the Activity Detail entry 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.

Verification/Quote Functionality

As the QuoteScreen and ValidationScreen attached rules, and by extension, the Quote and Verify buttons, are mutually exclusive, the system has certain rules and buttons precedence in situations where more than one rule is attached to the transaction or button 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 entry 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 entry 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 entry screen. The message will alert the user that the QuoteScreen rule has not been attached and that the action cannot be processed.

  • If the VerificationScreen rule is attached, and both the Verify and Quote buttons are defined in the transaction XML, only the Verify button will display on the Activity Detail entry screen.

  • If the QuoteScreen rule is attached, and both the Verify and Quote buttons are defined in the transaction XML, only the Verify button will display on the Activity Detail entry screen, as the configured button takes precedence over the attached rule.

Buttons: Elements and Attributes
Element Parent Element Attribute Definition

<Buttons>

 <Attribute>  

Optional:

This allows for custom configuration for the appearance of the buttons during Activity data entry. If the configuration is absent, existing system behavior will prevail, and all available buttons will display.

<Buttons>

  

Required and Repeatable Element:

Identifies the specific buttons to display on Activity data entry. More than one button may be defined.

Values:

  • Ok:

    • This button saves the activity and its data.

    • The "Ok Navigate" button is controlled by the "Ok" button when the activity is saved from screens other than the Activity screen.

  • Quote:

    • This is only applicable when the QuoteScreen business rule is configured and attached to the transaction.

  • Verify:

    • This is only applicable when the VerificationScreen business rule is configured and attached to the transaction.

XML Schema

<Transaction>

...             
    <Buttons>
        <Button>[Ok | Quote | Verify]</Button>
        <Button>...</Button>
    </Buttons>

...
</Transaction>

XML Example

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