Temenos Lifecycle Management Suite - Collection Product Guide
How to Create Screen Interactions
| How To Guides > How to Create Screen Interactions |
The Lifecycle Management Suite's Screen Designer allows institutions to create Interactions, which allows institutions to configure the conditions in which a screen's fields and panels are hidden in the workspace.
This How To Guide contains the following topics to help administrators configure the conditions in which a screen's fields and panels are hidden from the workspace:
To create field and panel hide conditions, navigate to System Management >Screens.
While creating or editing a screen, select the Interactions tab.
Screen interactions are created and maintained using the following action buttons:
| Button | Description | ||||||||||||||||||||||||||
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Allows the administrator to create a new Interaction. Clicking
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Allows the administrator to copy an existing interaction. | ||||||||||||||||||||||||||
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Allows the administrator to edit an existing interaction. | ||||||||||||||||||||||||||
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Allows the administrator to delete an existing interaction. |
The following attributes are defined within the grid that displays in the Interactions tab:
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All interactions for a screen are grouped together by type. Users are able to expand a grouping by clicking |
| Attribute | Description |
| Type | Identifies whether the interaction Type is Calculate Field, Hide Field, Hide Panel, Hide Row, or Field Validation. |
| Panel |
The value within the Panel attribute is determined by the interaction type:
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| Field |
The value within the Field attribute is determined by the interaction type:
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| Description | For Calculate Field Interactions, this column indicates the formula used to calculate the value of the field. For all other Interaction Types, this column, indicates the interaction condition(s). |
To access the condition and expression builder, click , , or . Within the condition and expression builder, administrators are able to identify the item to be hidden, as well as the condition(s) that must be met for the interaction to occur.
Upon clicking , administrators are presented with a selection window.
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If editing an existing interaction, administrators bypass the selection window, and are taken directly to the condition and expression builder. |
This window allows the administrator to:
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A separate selection window is presented for each interaction type. Reference the table below for an overview of the values that appear in the selection window for each interaction type:
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For example, if Hide Field is selected, the following window appears to determine which field should be hidden when conditions are met in the application:
The criteria defined within the condition and expression builder is comprised of the Calculations, Groups, Conditions, and Validation Messages.
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The condition and expression builder also contains instructions, which provide users helpful information for creating screen interactions. |
A calculation is an expression that calculates the value which populates within any field assigned to the screen. The calculation executes, when the screen loads in the workspace. If any data included in the calculation changes, the calculation executes. For example, if Application > Requested Amount is included in the expression, and the applicant increases the Requested Amount,the calculated field updates accordingly.
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Calculated fields are read-only, and only the interaction is able to update their values. |
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The field being calculated does not appear in the field and function menu. |
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If a lookup field is selected to be the calculated field, a calculation expression builder does not appear. The interaction only allows users to set the value of the field, and a drop-down field is presented that includes the lookup values for the field.
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Click 
to remove any calculation logic that currently exists for the interaction.
A group is a group of conditions. At least one Group must be defined. Each Group contains one or more Condition that is administrators can define one or more groups that may contain multiple conditions. If an interaction contains multiple groups, each group may be linked with an AND/OR relationship.
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A screen interaction mat contain an unlimited number of groups, and each group may contain an unlimited number of conditions. |
Click 
to begin authoring the hide condition(s). Once clicked, a new group is added to the Interactions pop-up window.
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When creating a new interaction, one group is automatically added. |
Within each group, administrators are able to perform the following actions:
| Action | Description |
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Allows administrators to add an interaction condition to the group. Upon clicking this button, a new condition is added to the group. When a new condition is added, the first field available in the screen populates in the left expression. Click on the left expression to open the field and function menu.
If a group contains multiple conditions, each condition may be linked with an AND/OR relationship. By default, the relationship is set to an AND relationship. Click on the AND to change it to OR. |
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Allows administrators to delete a condition from the group. Upon clicking this button, the condition is removed from the group. |
A condition is comprised of two expressions (a left and a right) that are linked by a relationship operator.
An expression is a calculation that returns a single value. Each expression can be comprised of one or more tokens, which may include a mixture of manually entered data, operators, fields, and functions. The following example contains seven tokens:
When building an expression, the following navigation capabilities are available:
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The arrow keys cannot be used to navigate through the field/function menu. |
Additionally, the following keys are supported for data entry:
| Keys | Description |
| Letters | All upper and lowercase letters from A to Z |
| Numbers | All numbers 0-9 |
| Space | The space bar |
| ( | Begin grouping |
| ) | End grouping |
| + | Add |
| - | Subtract |
| * | Multiply |
| / | Divide |
| \ | Forward slash |
| . | Period or decimal |
| = | Equal sign |
| ! | Exclamation |
| @ | At symbol |
| # | Number sign, pound sign, hashtag |
| $ | Dollar sign |
| % | Percent |
| ^ | Caret |
| & | And symbol, ampersand |
| , | Comma |
| < | Less than |
| > | Greater than |
| ? | Question mark |
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Expressions are validated as they are authored. Invalid tokens are highlighted in red and the errors are indicated in a tooltip when the cursor hovers over the exception.
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When authoring an expression, administrators may select a field from the left side of the field and function menu. The fields available within this list are limited to those that are assigned to the screen.
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The fields displayed within the fields list include the fields assigned to panels that are always hidden. |
A Function is a token that uses one or more inputs to produce a single value. The following functions appear on the right side of the field and function menu:
If a function, such as Today, does not require an input, a dialogue box opens in which the function can be configured. Review the following table for an overview of the functions available within the condition and expression builder:
| Function Name | Description | Function Logic and Inputs | Function | ||
| String | |||||
| Contains |
Returns true or false, given whether the field contains the entered characters.
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Contains (b) within (a)
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| Left | Returns the left-most characters. |
The left (b) characters of (a)
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| Middle | Returns a portion of the string with a given starting point and length. |
The middle (c) characters of (a), starting with.
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| Right | Returns the right-most characters. |
The right (b) characters of (a)
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| Date | |||||
| Today | Returns today’s date. |
Today
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| Date Modifier | Returns a new date after applying modifiers to the original date. For example: Today minus 2 months, or BirthDate plus 18 years. |
(a)(b)(c)(d)
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| Date Part | Returns an integer representing a part of a given date (month, day, or year). For example: The month of 4/1/77 is 4. |
The (b) of (a)
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Upon selecting a function, the corresponding pop-up window opens. Within the function pop-up window, administrators are able to set the inputs to the desired values. In addition to setting the inputs, administrators are able to perform the following actions:
| Action | Description |
| Update | Saves the selections made in the function's pop-up window and returns the administrator to the condition and expression builder. |
| Functions | Closes the function's pop-up window, discards all selections, and returns the administrator to the field and function menu |
| Cancel | Closes the function's pop-up window, discards all selections, and returns the administrator to the condition and expression builder. |
The relationship operators available in a condition are based on the left expression's data type. For example, in the following image, the left expression is a date field and operators available are limited accordingly.
Refer to the following matrix for an overview of the relationship operators available with each data type:
| Operator | Data Type | |||
| Booleans | Dates | Strings and Lookups | Numeric | |
| Is equal to |  |
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| Is not equal to | |
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| Is greater than | |
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| Is greater than or equal to | |
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| Is after | |
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| Is on or after | |
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| Is less than | |
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| Is less than or equal to | |
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| Is before | |
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| Is on or before | |
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| Is blank | |
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| Is not blank | |
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| Is between | |
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When authoring conditions that use a lookup field, administrators are able to select multiple options within the pop-up window. Click each value to be included in the condition. Once selected, a check mark appears next to the item.
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When creating a Calculate Field interaction, the condition identifies when the field should be calculated. If the condition is true, the field is calculated. If the field should always be calculated, do not include a condition. |
The following example demonstrates how to create an interaction that hides the Offers panel, if a collateral is not for sale.
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The following example assumes that an Account Collateral screen has been created with the Offers panel, as well as a Collaterals panel that includes the Is For Sale field. |
Navigate to the Interactions tab, click , and select Hide Panel. Within the Interactions pop-up window, select Offers.
Once the Offers panel has been selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the conditions that hide the Offers panel. Click on the first token (Collaterals > Account Number) to open the field and function menu. Within the field menu, select Collateral > Is For Sale.
The field and function menu closes, and the first token displays Collaterals > Is For Sale. The relationship operator automatically updates to display is equal to, and the right expression updates to display True. Click on True to change it to False.
Based on the logic in this condition, the Offers panel will not appear on the Account Collateral screen, if the collateral is not for sale.
The following example demonstrates how to create an interaction that hides all bad addresses from the Addresses panel.
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The following example assumes that a Person screen has been created with an Addresses panel, that includes the Addresses > Bad Address Flag column. |
Navigate to the Interactions tab, click , and select Hide Row. Within the Interactions pop-up window, select the Addresses panel.
Once the Addresses panel is selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the hide conditions for the Addresses panel. Click on the first token (Person > Full Name) to open the field and function menu. Within the field menu, select Addresses > Bad Address Flag.
The field and function menu closes, and the first token displays Addresses > Bad Address Flag. The relationship operator automatically updates to display is equal to, and the right expression defaults to True. Since these are the desired conditions, no further updates are required. Click OK to save the interaction.
Based on the logic in this condition, the Addresses panel hides all addresses that are flagged as bad.
The following example demonstrates how to create an interaction that validates the values entered within the Collateral Value Date field.
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The following example assumes that an Account Collateral screen has been created with a Collaterals panel, that includes the Collaterals > Collateral Value Date field. |
Navigate to the Interactions tab, click , and select Validate Field. Within the Interactions pop-up window, select Collaterals > Collateral Value Date.
Once the Collaterals > Collateral Value Date has been selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the conditions in which a value entered in the Collateral Value Date field is invalid. Click on the first token (Collaterals > Account Number) to open the field and function menu. Within the field menu, select Collaterals > Collateral Value Date.
The field and function menu closes, and the first token displays Collaterals > Collateral Value Date. Click on the relationship operator (is equal to) to open the relationship operator menu. Select is before within the menu.
The menu closes, and the relationship operator displays as is before. Click on the empty token to the right of is before and press the Equal sign (=) on the keyboard. Upon pressing the Equal sign, the field and function menu opens. Select Date Modifier from the function menu. Update the Choose Date, Operation, Value, and Date Part attributes as displayed in the image below:
Once all function attributes have been set, click Update. The Date Modifier Input window closes, and the function populates to the right of the relationship operator in the condition.
Click within the Validation Message token, and enter the message that displays to an end user, if an invalid entry has been made.
Based on the logic in this condition, if the end user enters a date older than one year in the Collateral Value Date field, a validation message instructs the user that an invalid date has been entered.
Condition Logic
or 
to be clicked.
and collapse a grouping by clicking 
.
