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Screens allow users to create, edit, and view account, and person information. The Screens page within System Management provides a complete list of all screens within the Lifecycle Management Suite. From this page administrators are able to manage existing screens and define new screens that optimize usability and reduce service time.

By default, the Screens page groups and sorts all screens according to type and displays information about each screen within the following columns:

Column Name	Description
Name	Displays the name of the screen.
Type	Displays the type of the screen.
Description	If provided, displays details about the screen.
System	Displays a if the screen is system-defined.
Modified	Denotes who made the last modification.
Modified Date	Denotes the date and time of the last modification.

There are three categories of screens within the Lifecycle Management Suite: System-Defined, Custom, and User-Defined.

Custom

System-Defined

User-Defined

Listed below are the screen attributes and the actions that can be taken while managing screens in System Management:

• Screen Attributes
  • General
  • Panels
    • General
    • Fields
    • Edit Screens
    • Columns
    • Properties
    • Report Parameters
  • Buttons
  • Rules
  • Account Types
  • Case Types
  • Areas
  • Security
  • Interactions
• Creating a Screen
  • Adding a Panel
    • Adding Fields
    • Deleting Fields
    • Adding Columns
    • Deleting Columns
  • Editing a Panel
  • Deleting a Panel
  • Adding Screen Buttons
  • Deleting Screen Buttons
• Copying a Screen
• Editing a Screen
• Deleting a Screen

Screen Attributes

All screens share common attributes that are defined when creating, copying, or editing a screen.

General

General attributes include the basic information pertaining to user-defined screens.

General attributes are located on the General tab:

Attribute	Description
Type	Denotes the type of screen being designed. For more information on screen types, see the Main Screens and Edit Screens sections of this guide.
Name	Enter a unique name for the user-defined screen.
Column	Enter the number of columns in which the panels display. This value may not exceed four. Hidden panels consume no space within a screen. If a screen is configured as one column, and contains a Hide Panel Interaction, panels shift up to consume the space of the hidden panel. If a screen is configured to include multiple columns, and contains a Hide Panel Interaction, panels shift to the left to occupy the space of the hidden panels; however, the panels that appear in subsequent rows do not wrap up to occupy the space thus causing blank spaces in a screen.
Description	Provide details about the purpose of the screen. The description is made available to administrators in the System Management > Screens page.
Instructions	Enter instructions for users to complete the screen. When instructions are configured for the screen, an appears within the screen header. Clicking this icon displays the instructions to the user. The instructions section may also include hyperlinks. By default, hyperlinks open within the Lifecycle Management Suite; however, hyperlinks can be configured to open in a new window. See Hyperlink Help below Hyperlink Help  To configure hyperlinks to open in a new window: Click the Source Edit button (last one on the right) in the Instructions toolbar. The text entered in the Instructions field displays in the HTML Code. Locate the code that launches the hyperlink. Enter the following line of code immediately after the URL:target=”_blank” Save modifications to Instructions.

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Panels

Panels are added to user-defined screens to organize screen data into logical groupings. Panels can be used not only to display information, but also to provide the ability to gather data in the Workspace, Workflow, or Case. Panels are categorized as System-Defined or User-Defined.

System-Defined panels provide pre-configured functionality that cannot be modified.

User-Defined panels have various configurable attributes, such as the title and the number of columns displayed, as well as the specific fields that appear within the panel.

For each panel configured in the screen, an overview of the panel's General attributes are displayed in a grid on the Panels tab. Administrators can also add, edit, and delete panels from the Panels tab.

Panel Types

The following attributes can be defined while adding, copying, and/or editing panels:

• General
• Fields
• Edit Screens
• Columns
• Properties
• Report Parameters

General

General panel attributes allow administrators to edit the appearance of the panel as well as provide instructions to users.

The General panel attributes are defined within the following fields on the General tab for each panel type:

Field Name	Description
Title	Enter the title assigned to the panel within the user-defined screen.
Reports	Select a value from the drop-down list to identify the report to populate within the Report panel. This drop-down includes a list of all system-defined and custom reports configured for the institution within the Reports page in the Ribbon Bar. This field is only available within the Edit panel window when configuring the Report panel to appear in a screen.
Label Width	Enter the maximum number of pixels the label width is not to exceed. The lower the number, the more area available for entries in the associated fields. Label Width defaults to 120 pixels and may not exceed 1000 pixels.
Columns	Enter the number of columns in which fields are organized. At least one column must be added, but no more than four columns can be added to a panel. Hidden fields consume no space within the panel. If a one-column panel is configured on a screen containing a Hide Field Interaction, fields shift up to consume the space of the hidden field. If a multiple-column panel is configured on a screen containing a Hide Field Interaction, fields will shift to the left to occupy the space of the hidden fields; however, the fields that appear in subsequent rows do not wrap up to occupy the space, thus causing blank spaces in a panel.
Collapse By Default	Select the check box if this panel is to be collapsed by default.
Always Hide	Select the check box if this panel is never to be displayed on a screen. The Always Hide attribute facilitates Interactions functionality. If a panel is always hidden, the fields within the panel are available in the Interactions' condition and expression builder. For more information on the condition and expression builder, please refer to the Interactions section within this topic.
Group Name	If desired, enter the name of group that the panel is to be grouped in. All panels sharing the same Group Name are grouped into a tab layout. Users may select the tab to access the panel. Group Name is case sensitive. The location of the tab panel corresponds to the order of the panels in that group tab.
Column Span	Enter the number of columns a panel spans within a screen. The value of this field cannot exceed four. If a screen is configured to contain two columns and a panel is configured to span two columns, the panel will span the entire screen width. If a screen is configured to contain four columns and a panel is configured to span two columns, the panel will span half the screen width.
Maximum Height	Enter the maximum number of pixels the panel height may not exceed. For grid panels, the default value is 200 pixels. If a grid contains a large number of records and the value of this field is blank or larger than 200, some records in the grid may be unreadable as no scroll bar is present. If this value is set to over 500 pixels, an error is returned upon saving the panel indicating a value of 500 or less must be entered in this field.
DQ Account Style	Click the  to determine the background color and style of text that displays in the row for each delinquent account in the Related Accounts panel. This field is only available within the Edit panel window when configuring the Related Accounts panel to appear in a Person screen. If no style is configured, the row for each delinquent account is displayed with a white background and black text, to align with all other accounts in the Related Accounts panel. If a style is applied to one or more columns in the Related Accounts panel, the style configured in the Columns tab takes precedence over the style configured for Delinquent Accounts. The Delinquent Indicator field must be configured as a column in the panel in order for the DQ Account Style configurations to be applied when the panel renders in the workspace. Reference the section below for an overview of the style parameters that are available to set for delinquent accounts in the Related Accounts panel: DQ Account Style To edit the style of delinquent accounts in the Related Accounts panel: Click the  for the DQ Account Style parameter in the General tab.   Upon clicking ,  the Edit Row Style window appears:   Within the Edit window, define the following style parameters: Parameter Description Size Select a size for the field value text from the drop-down list. This parameter defaults to Auto, but can be changed to size 7 through 16. Color Select a color for the field value text from the drop-down list. This parameter defaults to Auto (black), but can be changed to one of the following: Blue Green Red Orange Background Color Select a background color for the panel row from the drop-down list. This parameter defaults to Auto (black), but can be changed to one of the following: Blue Green Red Orange Bold Select this check box to bold the field value text. Italic Select this check box to italicize the field value text. Advanced (CSS) Enter CSS code to define the field value style attributes. The CSS code entered in this text box overrides any other value style attributes selected within the window. Sample The "Sample" text in this box changes dynamically as style attributes are selected to provide a preview of how the text appears on the screen. For example:   This box cannot be edited. When all parameters are defined, click  to retain the style configurations, and return to the General tab. The Sample text for the DQ Account Style parameter updates to display the configured style attributes, as shown in the below example:
Instructions	Enter a Rich Text set of instructions to assist users complete the panel. The instructions section may also include hyperlinks. By default, hyperlinks open within the Lifecycle Management Suite; however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see Hyperlink Help.

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Fields

A field is a data element stored in the database, which corresponds to a record type compatible with the selected panel type. Fields can be added to a panel, on the Fields tab, while configuring a screen to allow users to view and change data. For example, a contact panel on a person screen is configured to include a phone number field, which allows users to view and change the phone number.

Field attributes provide administrators with the ability to configure the panel content and style by taking the following actions while adding a panel:

Button	Description
	Enables users to select the fields to be added to the panel from the field list. A field may be added to a screen multiple times, within separate panels. When a field exists on a screen more than once, all instances of the field is synchronized. For example, if the Membership Start Date field exists three times on a screen and a user updates the first instance of the field, the other two instances of the field update to reflect the new value. If a field exists on a screen more than once, only once instance of the field may be saved/posted at once. If a field appears more than once on a screen, and both instances are updated, a server error occurs. For example, if the First Name field exists on a screen twice, and the user updates both instances of the field, an error is received during the save process.
	Enables users to add spacer fields to the panel. Spacer fields help organize and align fields into logical groupings.
	Enables users to add text fields to the panel. Text fields help organize panels into logical groupings by serving as headings within a panel. Text fields display information in bold font.
	Enables users to add a blank line that spans the width of a panel. Line fields help organize fields into logical groupings.

The Field attributes are defined within the fields grid:  

Attribute	Description
Field	A read-only column that displays the field selected.
Label	Enter the title of the field to be displayed within the user-defined panel/screen.
Required	Select this check box if the field must be completed in order to continue. Required fields display a  to the left of the field label and must be completed in order to save the screen. Marking fields as Required enables institutions to enforce the input of a value occur and prevents blank records from being saved.
Recommended	Select this check box if the completion of a field is suggested. Recommended fields display a  to the left of the field label which indicates to the user that a value, if available, should be entered in the field before saving the screen. Although the screen can be saved if recommended fields are left blank, this functionality can be beneficial in ensuring all information is obtained.
Read-Only	Select this check box to restrict the user from editing the value contained within the field.
Col. Span	Enter the number of columns the field spans within a panel. The value of this field may not exceed four.
Text Lines	Enter the number of lines the field and its corresponding entry encompass.
Edit Style	Click  to open the Edit Style window where the Label and Value text for each field can be edited. Reference the section below for an overview of the style parameters that are available to set for panel fields: Edit Style The  icon within the Edit Style column provides administrators with the ability to define Label Style and Value Style attributes for a field.   Clicking  opens the Edit Style window: The following Style attributes are defined within the Edit Style window: Field Description Size Select a size for the label and value text. Auto or size 7 through 16 can be selected. Color Select a color for the label and value text. Auto (black), Blue, Green, Red or Orange can be selected. Bold Select this checkbox to bold the label and value text. Italic Select this checkbox to italicize the label and value text. Advanced (CSS) Enter CSS code to define the label style and value style attributes. CSS code entered in this text box overrides any other Label or Value style attributes chosen. Sample The "Sample" text in this box changes dynamically as style attributes are chosen to provide a preview of what the text will look like on a screen. This box cannot be edited. Upon saving the style attributes, samples of the Label Style and Value Style are displayed within the grid.
Label Style	A non-editable column that allows the administrator to preview the Label text style defined in the Edit Style window.
Value Style	A non-editable column that allows the administrator to preview the Value text style defined in the Edit Style window.
Format	Select the format to be applied to a date field in the panel. This field defaults to a format of m/d/y for all date fields, but can be changed to a format of m/y using the drop-down list. This column only applies to date fields; therefore, a blank value populates within this column for all non-date fields added to the Fields tab. If set to m/d/y, users are able to select a month, day, and year for the field, and the date populates in the following format: 11/02/2017. When set to m/y, users are only able to select a month and year for the field, and the date populates as follows: 11/2017. Reference the following section for an overview of how these date formats appear in an application: Date Formats in Workspace Screens If a date field is set to a format of m/d/y, when the field is selected in a screen, users are able to select a date from the following calendar: When set to a format of m/y, the following calendar appears to allow users to select only the month and year for the field value: To see these date formats in action, watch the following video: Date field values are saved in a m/d/y format in the database; therefore, if a date field is assigned a format of m/y in the Lifecycle Management Suite, the value of the day is automatically set to the first day of the month in the database. For example, a date of 06/2015 is saved as 06/01/2015 in the database. When fields are imported, and the date format of the field is set to m/y in the Lifecycle Management Suite, the date is displayed in m/y format in the panel, but the actual value of the day is saved in the database.  For example, if a field value is 07/16/2017, when the field is imported, the value is displayed as 07/2017 in the Lifecycle Management Suite, but is saved as 07/16/2017 in the database. If the field value is modified in the Lifecycle Management Suite, the value of the day is updated to the first day of the month in the database (ie. 07/01/2017).
Tooltip	An editable column that allows the administrator to enter a description or directions for each field added to a panel. Click  to open the Tooltip window where text can be entered to provide information about the field in the screen.   Reference the following section for an overview of the Tooltip window: Tooltip Upon clicking  the Tooltip window opens. In this window, define the text to appear for the field. Once the desired text has been entered, click . The following list provides an overview of information to consider when configuring a tooltip: A tooltip may consist of up to 200 characters. Double quotes (") should not be used in a tooltip. If desired, use single quotes (') to highlight text in the tooltip message. When a tooltip is configured for a field, a  displays next to the field label in the screen. Click  to reveal the tooltip.

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Edit Screens

Edit Screens provide the ability to edit a record displayed in a grid panel, as well as to view additional detail information not displayed in the panel. This feature allows an institution to only display key information in a panel to reduce scrolling while but still provide the ability to view and edit all pertinent information on a record by double-clicking a grid record.

Edit Screen attributes allow an administrator to select the screen that opens when an end-user double-clicks a record within the grid panel to view more information, update information, or add a new record.

The below Edit Screen attributes are defined within the grid that displays in the Edit Screens tab:

Attribute	Description
Screen Type	A read-only attribute that displays the screen type available to be selected as the Edit Screen.
Screen	Select the Edit Screen that opens when an end-user adds or updates information within the panel. This drop-down only displays screens matching the screen type associated with the panel.

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Columns

Column attributes enable administrators to customize the columns that appear within the grid panel.

The below Column attributes are defined within the Columns tab:

Attribute	Description
Field	A read-only attribute that displays the column selected.
Header	Enter the title of the column to be displayed within the user-defined panel/screen.
Width	Select the default pixel width of the column.
Edit Style	Click  to open the Edit Style window where the Value text for each column can be edited. Reference the section below for an overview of the style parameters that are available to set for panel columns: If a style is applied to one or more columns in the Related Accounts panel, the style configured in this tab takes precedence over the style configured for the Delinquent Accounts style in the General tab. Edit Style To edit the style of text within a panel column: Click  under the Edit Style column for the desired column. Upon clicking ,  the Edit Style window appears:   Within the Edit window, define the following style parameters: Parameter Description Size Select a size for the field label and value text from the drop-down list. This parameter defaults to Auto, but can be changed to size 7 through 16. Color Select a color for the field label and value text from the drop-down list. This parameter defaults to Auto (black), but can be changed to one of the following: Blue Green Red Orange Bold Select this check box to bold the field label and value text. Italic Select this check box to italicize the field label and value text. Advanced (CSS) Enter CSS code to define the field label and value style attributes. The CSS code entered in this text box overrides any other Label or Value style attributes selected within the window. Sample The "Sample" text in this box changes dynamically as style attributes are selected to provide a preview of how the text appears on the screen. For example: This box cannot be edited.  When all parameters are defined, click  to retain the style configurations, and return to the General tab. The Sample text under the Value Style column updates to display the configured style attributes, as shown in the below example:
Value Style	A non-editable column that allows the administrator to preview the Value text style defined in the Edit Style window.
Hide	Select the check box if this column is never to be displayed within the panel. The Hide attribute facilitates Interactions functionality. If a column is always hidden, the column is available in the Interactions' condition and expression builder. For more information on the condition and expression builder, please refer to the Interactions section within this topic. At least one column must be visible in the panel.

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Properties

Property attributes only display when configuring Account, Case, and Messages panels on Person screens. Property attributes for a panel are defined on the Properties tab.

For Account and Case panels, the properties tab allows administrators to assign Account types and Case Types to the panel. The panel only displays on the screen if the account in context is assigned to the panel type.

Attribute	Description
Available	Displays a list of all the Account Types configured in System Management > Account Types. Assign access to the panel by selecting the desired account type(s) from the list and moving the account type(s) to the Assigned Account Type list using the arrows that are displayed.
Assigned	Displays a list of all Account Types that have been assigned to the panel.

Attribute	Description
Available	Displays a list of all the Case Types configured in System Management > Case Types. Assign access to the panel by selecting the desired case type(s) from the list and moving the case type(s) to the Assigned Case Type list using the arrows that are displayed.
Assigned	Displays a list of all Case Types that have been assigned to the panel.

For Message panels, the properties tab allows administrators to assign rules to the panel. The rules assigned to the message panel execute when the screen is opened or refreshed. If the assigned rules result in displaying content, the content displays within the panel.

Attribute	Description
Available	Displays a list of all the Rules configured in System Management > Rules. Assign access to the panel by selecting the desired rule(s) from the list and moving the rule(s) to the Assigned list using the arrows that are displayed.
Assigned	Displays a list of all Rules that have been assigned to the panel.

Report Parameters

Report Parameter attributes only display when configuring Report panels on Account, Case, and Person screens. Report parameter attributes for a panel are defined on the Report Parameters tab.

The Report Parameters tab allows administrators to define the fields that are used as the default report criteria. Assigning parameter fields when creating the panel provides the ability for administrators to determine the account, case, and person fields from which report data is pulled and eliminates the need for users to manually select parameters at runtime.

For example, the User ID parameter can be defined for the Promises To Pay (Person) report. Upon selection, the administrator is able to choose the field in which the User ID is stored at the Account > Promise level on the account. When the panel and report renders in the workspace, the data displayed in the report would default to include the value in the selected field for the person/account in context.

 

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Buttons

Buttons provide the ability to perform an action directly within a screen. Button attributes enable administrators to add and delete screen buttons, as well as customize the button label that appears within the screen.

The following Button attributes are defined on the Buttons tab:

Attribute	Description
Button	Displays the name of the Button. This attribute is read-only.
Label	Enter the button label to appear within the application. To add a custom label, click within the Label column of the corresponding button and add custom text.

Available Buttons

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Rules

Validation Rules can be assigned to a screen to present a message to the user. Upon adding or modifying data within the screen in the workspace and clicking , these rules automatically execute to perform the desired action. 

Rule attributes enable administrators to select Validation Rules from a list and assign them to the screen.

The following Rule attributes are defined within the Rules tab:

Attribute	Description
Available	Displays a list of all Validation Rules configured in System Management > Collections > Rules Management. To assign a Validation Rule to the screen, select a rule from the list and move it to the Assigned box using the arrows that display.
Assigned	Displays a list of the Validation Rules assigned to the screen. The assigned Validation Rules execute when  is clicked after data is added or modified within the screen in the workspace.

Rule Configuration

For more information on Validation Rules and other Rule Categories, please see the Getting Started with Rules Management topic within this guide.

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Account Types

Account Types allow administrators to assign screens to specific account types. The screen is only available if the account in context is an account type that is assigned to the screen.

The Account Type attribute is defined on the Account Type tab:

Attribute	Description
Available	Displays a list of all the Account Types configured in System Management > Account Types. Assign access to the panel by selecting the desired account type(s) from the list and moving the account type(s) to the Assigned Account Type list using the arrows that are displayed.
Assigned	Displays a list of all Account Types that have been assigned to the screen.

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Areas

The Areas attribute allows administrators to assign the areas in which a screen is available. If the screen is not assigned to an area, users will not be able to utilize the screen while working in that area.

The Area attribute is defined on the Areas tab:

Attribute	Description
Available	Displays a list of all the Areas configured in System Management > Areas. Assign access to the screen by selecting the desired area(s) from the list and moving the area(s) to the Assigned Areas list using the arrows that are displayed.
Assigned	Displays a list of all Areas that have been assigned to the screen.

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Case Types

Case types allow administrators to assign screens to be available within specific case types.

The Case Type attribute is defined on the Case Type tab:

Attribute	Description
Available	Displays a list of all the Case Types configured in System Management > Case Types. Assign access to the panel by selecting the desired case type(s) from the list and moving the case type(s) to the Assigned Case Type list using the arrows that are displayed.
Assigned	Displays a list of all Case Types that have been assigned to the screen.

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Security

Security attributes allow administrators to assign the user-defined screen to specific Users and Security Groups.

Security attributes are located within the Security Tab:

Attribute	Description
Available	Displays a list of all Users configured in System Management > Users and all Security Groups created in System Management > Groups > Security Groups. Assign access to the screen by selecting the desired user(s) and group(s) from the list and moving the name(s) to the Assigned Users/Groups boxes using the arrows that display.
Assigned	Displays a list of the Users and Groups assigned access to the screen. Once the screen is saved, it is accessible to the assigned Users and Groups.

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Interactions

Interactions provide the ability to configure the conditions in which a screen's fields and panels are hidden from the workspace. This configuration allows institutions to ensure that only relevant fields and panels are displayed in the workspace.

Screen interactions are maintained using the following action buttons:

Button	Description
	Allows the administrator to create a new Interaction. Clicking  displays a drop-down list , which allows the administrator choose from the following Interaction Types:   Interaction Type Description Hide Field Allows the administrator to determine the conditions is which a field is hidden on a panel. Condition Logic Each Hide Field interaction must contain the following components: A field to be hidden At least one group of conditions At least one condition in each group Hide Panel Allows the administrator to determine the conditions is which a panel is hidden on a screen. Condition Logic Each Hide Panel interaction must contain the following components: A panel to be hidden At least one group of conditions At least one condition in each group Hide Row Allows the administrator to determine the conditions in which a row is hidden within a user-defined grid panel. Condition Logic Each Hide Row interaction must contain the following components: A panel to be evaluated for hide conditions. At least one group of conditions At least one condition in each group Every row within the selected panel is evaluated by the Hide Row conditions. When the condition is True, the row is hidden. When a grid row is edited using an edit screen, the grid is refreshed when the user saves the screen. If an end user changes a value that causes the row to be hidden, the grid refreshes and the row is not visible. Additionally, a user may create a new item that does not display within the grid, because a value that causes the row to be hidden may have been set by the user during its creation.  The Related Accounts and Related Tickets panels do not support Hide Row interactions. If a Hide Row interaction exists on an Addresses, Emails, or Phones panel, the interaction takes precedence over the Hide Duplicates filter. Field Validation Allows administrators to determine the conditions in which the value entered in a field is invalid. Condition Logic Each Field Validation interaction must contain the following components: A field to be validated At least one group of conditions At least one condition in each group A validation message is not required; however, it is recommended as the message provides end users useful information, when the field's value is invalid. Validation occurs in real-time and does not require  or  to be clicked.
	Allows the administrator to copy an existing Interaction.
	Allows the administrator to edit an existing Interaction.
	Allows the administrator to delete an existing Interaction.

The following attributes are defined within the grid that displays in the Interactions tab:

Attribute	Description
Type	Identifies whether the interaction Type is Hide Field, Hide Panel, Hide Row, or Field Validation.
Panel	The value within the Panel attribute is determined by the interaction Type: For Hide Field interactions, the Panel attribute indicates the name of the panel that contains the field to be hidden. For Hide Panel interactions, the Panel attribute indicates the panel to be hidden. For Hide Row interactions, the Panel attribute indicates the name of the panel to be evaluated for hide conditions. For Validate Field interactions, the Panel attribute indicates the panel where the field being validated is located.
Field	The value within the Field attribute is determined by the interaction Type:  For Hide Field interactions, the Field attribute indicates the field to be hidden. For Hide Panel interactions, the Field attribute is blank. For Hide Row interactions, the Field attribute is blank. For Validate Field interactions, the Field attribute indicates the field being validated.
Description	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 field or panel to be hidden as well as the condition(s) that must be met for the interaction to occur. 

Upon clicking , administrators are prompted to:

• Choose the field or panel to be hidden, if the interaction's conditions are met.
• Choose the panel that should have rows hidden, if the interaction's conditions are met.

  If there are no user-defined grid panels assigned to the screen, the Choose a Panel window appears blank.

• Choose the field to be validated, by the interaction's conditions.

Click on the desired field/panel/row to advance to the condition and expression builder.

In the condition and expression builder, administrators may 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. Click  to begin authoring the hide condition(s). Once clicked, a new group is added to the Interactions pop-up window.

Groups

A group is a group of conditions, and at least one group must be defined for an interatction. Each group contains one or more condition, and 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.

Click  to begin authoring the hide condition(s). Once clicked, a new group is added to the Interactions pop-up window.

Within each group, administrators are able to perform the following actions: 

Action	Description
	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.
	Allows administrators to delete a condition from the group. Upon clicking this button, the condition is removed from the group.

Conditions

Each condition is comprised of two expressions (a left and a right) that are linked by a relationship operator.

Expressions

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:

• Two manually pieces entered data (1, 5)
• Three operators (plus signs)
• One field (collateral type)
• One function (the left 4 characters of Account Number)

When building an expression, the following navigation capabilities are available: 

• Click within an expression to select a token.

  The arrow keys cannot be used to navigate through the field/function menu.

• Click on a field or function with the mouse to bring up the menu.       
  • Clicking on a field opens the field and function menu.
  • Clicking on a function opens the function configuration window.
• Clicking the tab or right-arrow key to focus the next token.
• Clicking the shift-tab or left-arrow key to focus the previous token.
• Clicking the home key to highlight the first token.
• Clicking the end key to highlight the last token.
• Clicking an operator key to automatically enter the value and advance to the next token.
• Clicking the equal sign to bring up the field or function menu.
• Clicking the backspace/delete key to clear the field, function, or operator from the current token or remove the last character that was manually entered.
• Clicking the backspace/delete key on an empty token to remove the token and highlight the previous token.

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

Fields

Functions

relationship operators

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	Numerics
Is equal to
Is not equal to
Is greater than
Is greater than or equal to
Is after
Is on or after
Is less than
Is less than or equal to
Is before
Is on or before
Is blank
Is not blank
Is between

Validation Message

A Validation Message is a message that displays to the end user, if the value entered in the field does not meet the conditions identified in the Validate Field interaction.

 

Click the mouse within the message text box or press the Tab button to select the Message text box.

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Creating a Screen

The Create function enables administrators to define the structure of a user-defined screen. This function provides the ability to configure and customize all screen and panel attributes to meet an institution's needs.

To design a user-defined screen, navigate to System Management > Screens and click .

A Select Screen Type window appears.

The Screen types available within the selection window are both Main Screens and Edit Screens.

Main Screens

Edit Screens

Once a screen type is selected, the Edit Screen window appears for administrators to define the attributes of the screen. To define attributes, the below actions may be taken:

• Adding a Panel
  • Adding Fields
  • Deleting Fields
  • Managing Edit Screens
  • Report Parameters
  • Adding Columns
  • Deleting Columns
• Editing a Panel
• Deleting a Panel
• Adding Buttons
• Deleting Buttons

Adding a Panel

• To add panels to a screen, select the Panels tab and click .

• Clicking opens the Select Panel window. Select the desired Panel Type to be assigned to the screen and click OK.

  The panel types that display within the Select Panel window depend on the screen type selected. The example above displays the panels available to be added to a Person Screen. For more information on panel types and screen types that support them, please see the list of available Panel Types.

• After selecting a panel type, an Edit Panel window opens to configure panel attributes such as Fields and Columns:

Adding Fields

• To begin adding fields to the panel, click . The Field Selector window appears.

• Navigate through the folders to locate the desired field, or enter the name of the field in the search box at the top of the Field Selector window. Assign a field to the panel by double-clicking a field or by selecting a field and clicking .

  Note Box

  Custom fields can only be added to user-defined screens.

  Workflow fields added to a panel only display when the screen is used as a workflow step.

• Once all fields have been added, click to return to the Fields tab.

• The fields populate in the grid on the fields tab.

  Specific fields may only be added to a screen or panel once. The exception to this rule is the Add Spacer/Text/Line fields.

• The order in which the fields are displayed on the Fields tab (from top to bottom) is the order in which the fields appear in the panel. The order can be changed by clicking a field and dragging it to the position in the list that is desired to display on the panel.

• By clicking , , and/or , these fields can be added to the panel.

• Within the grid columns, define the Field Label, Required, Recommended, Read-Only, Col. Span, Label Style, Value Style, and Text Line.

  If a screen is configured to collect identical information in two locations, such as when two different panels contain the same field, the field information within one panel will be overwritten when data entered within the other panel is updated and the screen is saved.

  

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Deleting Fields

• Once fields have been added to a panel, administrators are able to remove them by selecting the field in the Fields tab and clicking .

Managing Edit Screens

• If the panel is a grid, an edit screen is required. Navigate to the Edit Screens tab and define the Edit Screen attributes. To add an Edit Screen to the panel, click within the Screen column and select the desired screen. The screen name populates within the Screen column.

• 

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Report Parameters

• To assign a default value for a parameter, select the parameter in the grid and click . The Lifecycle Management Suite's standard Field Selector is displayed.
• Search for a specific field by entering text into the search box or navigate through the field tree to locate the field to use as the parameter default.
• Double-click the field or select the field and click  to add it to the Report Parameters tab.
• If columns can be configured to appear in the panel, navigate to the Columns tab to define column attributes and add or delete columns.

Adding Columns

• To add columns to the panel, click within the Columns tab.

• A Select Columns screen appears. Select the fields that are to be added to the column by selecting the field and clicking , or double-clicking on the field.

  

• Once all fields and columns have been selected, click . After closing, administrators are taken back to the Columns tab. This tab populates the selected columns and fields.

• The order in which the columns appear in the grid determines their order of appearance in the panel. Click a column and drag it to the desired location in the sequence.

• Define Column Header, Width, and Value Style attributes within the grid columns.

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Deleting Columns

• Once columns have been added to a panel, administrators can remove them by highlighting a column and clicking .
• Upon completion of all panel attributes within the Edit Panel window, click in the screen configuration window to return to the Panels tab.
• After returning to the Panels tab, administrators are able to define additional panels to be added to the screen or define other screen attributes to finish completing the screen.
• When the Buttons tab is enabled, navigate to the Buttons tab to define button attributes and add or delete buttons.

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Editing Panels

After a panel has been created, administrators are able to revisit the screen and edit the panels of previously created user-defined screen.

• To begin editing a panel, select the desired panel within the grid on the Panels tab and click .
• Make the desired modifications to the panel attributes and click to save the modifications and return to the Panels tab.

• Panel modifications are not saved until the screen in which the panel exists is saved.

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Deleting Panels

Administrators are able to delete panels from existing or in-progress user-defined screens.

• To delete a panel, select the panel within the grid on the Panels tab and click .
• When finished, click Save and Close to finalize the screen modifications.

• When deleting panels, the Lifecycle Management Suite does not display a confirmation message. When delete is selected, the panel is deleted.

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Adding a Button

When the Buttons tab is enabled, use this tab to manage screen buttons and their attributes.

• To add a button to a screen navigate to the Buttons tab and click . A Select Button window appears.
• Select the desired button and click .
• Once all buttons have been added, click .
• Define the attributes of the Button in the Buttons tab grid.

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Deleting a Button

• Once a button has been added to a screen, administrators are able to remove them by selecting the button and clicking .

Finalizing a User-Defined Screen

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Navigate to the Interactions tab to Add, Copy, Edit, or Delete the following interaction types:

• Hide Panel
• Hide Field
• Hide Row
• Validate Field

Adding Interactions

Hide Panel

• Click  and click Hide Panel
• Select the panel to be hidden.
• Click and identify the conditions in which the panel is to be hidden on the screen.
• Once all hide conditions have been identified, click OK.

Hide Field

• Click  and click Hide Field.
• Select the field to be hidden.
• Click and identify the conditions in which the field is to be hidden on screen.
• Once all hide conditions have been identified, click OK.

Hide Row

• Click  and click Hide Row.
• Select the grid panel to be evaluated for hide conditions.
• Click and identify the conditions in which rows within the panel are to be hidden.
• Once all hide conditions have been identified, click OK.

Validate Field

• Click  and click Validate Field.
• Select the field to be validated.
• Click and identify the conditions, where when true the value entered in the field is invalid.
• Once all validation conditions have been identified, click OK.

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Copying Interactions

The Copy function enables users to duplicate the logic and structure of an existing Interaction. The existing interaction can be used as a base for creating a new interaction. After copying an interaction, users are able to add, modify or delete contiditions.

• To copy an existing interaction, select the desired interaction within the Interactions grid and click .
• Once the interaction has been copied, it appears as a new line item in the Interactions grid.

Editing Interactions

The Edit function enables users to revisit an existing interaction and modify the existing conditions to enhance usability.

• To edit an existing interaction, select the desired interaction from within the grid, and click .

Deleting Interactions

The Delete function enables users to remove an existing interactions and all of its conditions from a screen.

• To delete an existing interaction, select the desired interaction and click .
• A Confirmation Message appears. Click Yes to delete the interaction. Click No to retain the interaction.

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Copying a Screen

The Copy function enables administrators to duplicate the structure of an existing user-defined screen. The existing screen can be used as a base for creating a new screen. After copying a screen, users are able to add, modify, or delete screen attributes and then save it with a different name in order to create a new user-defined screen.

• To copy an existing user-defined screen, select the desired screen within the grid on the Screens page and click .
• Once the screen name has been changed and the attributes updated, click to retain the changes and finalize the creation of a new screen.

Editing a Screen

The Edit function enables administrators to revisit an existing user-defined screen and modify the existing logic/structure to enhance usability.

• To edit an existing user-defined screen, select the desired screen and click .
• Once the desired updates have been made to the screen attributes, click to finalize the screen modifications.

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Deleting a Screen

The Delete function enables administrators to remove an existing user-defined screen and all of its existing logic to enhance usability.

• To delete an existing screen, select the desired screen and click .
• A Confirmation Message appears. Click Yes to delete the user-defined screen. Click No to retain the user-defined screen.

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