Collapse All Expand All

The Screens page within System Management > Origination > Virtual Capture > Screens provides a complete list of all screens used within Virtual Capture. From this page, administrators are provided with the functionality to define the screens that optimize usability and reduce application processing time for the applicant.

By default, the Screens page sorts all existing screens according to screen 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 screen.
Description	If provided, displays a description of the screen.
System	Displays a  if the screen is system-defined.
Modified By	Denotes who made the last modification.
Modified Date	Denotes when the last modification was made.

Users are able to configure how screens are sorted and displayed within the Screens page. To update these options, click the drop-down arrow next to any column header.Select from the following sorting/display options:

Option	Description
Sort Ascending	Sorts the screens listed on the Screens page from A-Z. If screens are grouped by type, both the Types and screens within that Type are sorted from A-Z.
Sort Descending	Sorts the screens listed on the Screens page from Z-A. If screens are grouped by type, both the Types and screens within that Type are sorted from Z-A.
Columns	Allows users to select the columns to be displayed on the Screens page.
Group By This Field	Allows users to group the listings within the Screens page by the selected column header.
Show in Groups	Select this check box to enable screens to be grouped on the Screens page.

The Screen Designer topic includes the following attributes and instructions to assist administrators with creating, copying, and editing screens:

• Screen Attributes
  • General
  • Panels
    • General
    • Fields
    • Buttons
    • Properties
    • Columns
  • Rules
  • Workflow Models
  • Security
  • Interactions
• Creating a Screen
  •  Add a panel
    • Add Fields
    • Delete Fields
    • Edit Style
  • Edit a Panel
  • Delete a Panel
• Copying a Screen
• Editing a Screen
• Deleting a Screen 

Screen Attributes

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

General

General attributes include the basic information pertaining to the screen.

The following General attributes are defined within the General tab:

Attribute	Description
Name	Enter a unique name for the screen. The name of the Account Products system screen cannot be modified; therefore, when modifying the Account Products system screen, this field defaults to a value of Account Products, and appears disabled within the Edit Screen window.
Columns	Enter the number of columns in which the panels display. 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	Enter a description that identifies the purpose of the screen.
Instructions	Enter instructions that help the user complete the screen. When instructions are configured, they appear on the right hand side of the Virtual Capture screen.                  The instructions section may also include hyperlinks. By default, hyperlinks open within Virtual Capture, however, hyperlinks may be configured to open in a new window. See Hyperlink Help below for more information. Hyperlink Help To configure hyperlinks to open in a new window: Navigate to the screen or panel that contains the desired hyperlink. Within the General tab, locate the Instructions. Click  within the Instructions toolbar. The text entered in the Instructions field displays in the HTML Code. Locate the code that launches the hyperlink and enter target=”_blank” immediately after href="URL". Save the modifications made to the Instructions.

Back to top ^ 

Panels

Panels are added to user-defined screens to organize screen data into logical groupings. Panels can be used to not only display information pertinent to an application, but also provide applicants with the ability to enter important data during the application process all within the same screen.

Virtual Capture panels are categorized as either System-Defined or User-Defined. System-Defined panels provide pre-built functionality that cannot be modified or configured. A User-Defined panel has various configurable properties, such as the title, the number of columns that display, as well as the specific fields that appear within the panel.

The attributes for each panel are defined on the Panels tab. This tab displays an overview of each panel configured to appear on the screen, as well as provides administrators with the ability to Add, Edit, and/or Delete a panel.

The grid within this tab displays the following panel attributes, as columns:

Column	Description
Type	Read-only field that indicates the panel type or the panel's default name.
Label	Read-only field that indicates the panel title that appears within Virtual Capture. The value that populates in this column is inherited from the Title defined for the panel in the General panel attributes.
Panel Progress Order	Editable field that allows administrators to create a panel workflow within a Virtual Capture screen. Entering a value in this field determines the order in which a panel is presented to an applicant. Panels are presented in order, from the lowest to highest Panel Progression Order value.   To set the Panel Progression Order, click within each column and set the desired value for each panel. A value must be set for each panel. By default, the Panel Progression Order is set to 1 for each panel assigned to a screen. If a value is not set, an error message displays when saving the screen. This field only accepts whole number values. Alpha characters, symbols, or decimals may not be used. Numbers do not need to be in a consecutive order for the Panel Progression Order to work. For example, institutions may configure the progression order in increments of ten (10, 20, 30, and so on). Once Continue is clicked on the first panel (10), the applicant is taken to the next panel in the sequence (20). When the Panel Progression Order is set, Virtual Capture applicants navigate through a screen's panels using the Continue and Previous buttons. When Continue is clicked, Virtual Capture displays the panel with the next lowest progression order. Once the last panel in the progression order has been reached, clicking Continue saves the screen, and displays the next screen in the workflow.   Clicking Previous navigates an applicant to the last screen or panel processed. If an applicant navigates to a different screen, and clicks Previous to return to a screen that uses Panel Progression Order, Virtual Capture displays the panel with the highest progression order. If multiple panels share the same progression order, the display order is determined by the order in which the panel appears in the grid in the Panels tab. For example, if two panels on an Application screen have a Panel Progression Order of 2, the order in which the panels display is determined by the order in which the panels appear (top to bottom) in the grid on the Panels tab. In the example below, the Fees and the Account Product Fees Summary panels share the same progression order, so they appear in the same step; however, the Fees panel displays above the Account Product Fees Summary panel because of its placement in the grid on the Panels tab.   When navigating to the next panel in the progression order, clicking Continue does not save the panel or screen to the database. The screens and panels are only saved when Continue is clicked to navigate to the next screen in the workflow. If a Hide Panel Interaction results in the next panel being hidden, clicking Continue skips the hidden panel, and takes the applicant to the panel with the next lowest progression order. If a panel is conditionally hidden by Interactions, it is highly recommended that the panel is not configured as the first or last panel in a progression order sequence. If the first or last panel in a screen is hidden, undesirable behavior, such as blank screens, may occur within Virtual Capture. Additionally, if the last panel on the last screen in the Origination workflow step is hidden, clicking Continue submits the application to the decision process. Panel Progress Order is not supported in Applicant screens, or the Edit screen for the Review Panel. If Progress Order is set, a panel workflow is not implemented in the screen; rather all of the panels render in the screen simultaneously.
Column Span	Read-only field that indicates the number of columns in which fields are organized. This value is defined for the panel in the General panel attributes.
Maximum Height	Read-only field that indicates the panel's maximum height. This value is defined for the panel in the General panel attributes.
Always Hide	Read-only field that indicates whether the panel is always hidden. This value is defined for the panel in the General panel attributes.

The following table provides an overview of each panel type, including a description of the panel, identification as a system-defined and/or grid panel, as well as the compatible screen type:

Panel Type	Description	System-Defined	Grid
Account Product Screen Type
Account Product	A panel used to capture account product information. The Account Product panel can only be configured to appear within the Account Products system screen. System administrators can configure an Account Product panel to appear in the screen for each type of account product available to add to an application in Virtual Capture, and then determine when the panel populates in the application using the panel properties. For more information on this panel, please see the Account Product Screen and Panel Configuration topic in this guide. Reference the list below for information on fields that are recommended to include in a panel on the Account Product screen: Including the Check Image field in this panel provides applicants with the ability to select the demographic information that appears on the initial checks issued for an account product, and displays a sample image of the check information directly within the panel. For more information, please see the Account Product Check Image Field example in this guide. Including the Applicant Roles field in this panel provides applicants with the ability to identify a role for each additional applicant on the account product(s) assigned to the application. For more information, please see the Assigning Roles for an Additional Applicant section of the Account Product Screen and Panel Configuration topic.
Applicant Screen Type
Additional Applicants	A panel used to capture the demographics for an additional applicant on a virtual application, such as name, address, phone, and income information. Including the Account Product Roles field in this panel provides applicants with the ability to assign the additional applicant a role on each account product on the application. For more information, please see the Additional Applicants Panel example in this guide.
Additional Applicant Declarations	A  grid panel used to display declaration questions for an additional applicant. From this panel, applicants are provided with the ability to answer the declarations and enter an explanation for each answer.  Declaration questions are custom to each financial institution and are defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Customer Care Representative. If the Additional Applicant Declarations panel is updated in Temenos Infinity, and then accessed again in Virtual Capture, any questions that are not set to Yes in Temenos Infinity are automatically set to No in Virtual Capture.		X
Application Screen Type
Account Funding Information	A panel used to display a list of account products associated with an application and the initial deposit amount required to fund and open each account. Applicants have the ability to modify the funding amounts by entering any non-negative dollar amount within the amount field. If an account product associated with an application does not require funding, a $0 funding amount is displayed.
Account Funding Payment Options	A panel used to capture the payment information required to open the account products associated with an application. Based on the Payment Option selected, the corresponding form fields display to applicants for completion. If funding is not required, this panel does not display to applicants. For more information on this panel, please see the example for the Account Funding Payment Options Panel in this guide.	X
Account Product Fees Summary	A read-only panel that displays a summary of all account product fees on a Virtual Capture application. System administrators have the ability to hide this panel in a virtual application when there is no data to display for the applicant. For more information please see the section for General panel attributes in this topic.	X
Additional Applicant	A panel used to capture the information specific to a Joint applicant or Guarantor, such as Name, TIN, Address, and Applicant Type. From this panel, applicants are provided with the ability to add and remove an additional applicant from a Virtual Capture application. Only one Additional Applicant can be added to a Virtual Capture application from this panel. If multiple applicants are assigned to an application in Temenos Infinity, this Additional Applicant panel only displays information for the first additional applicant added to the application in Virtual Capture. If desired, the Additional Applicants panel can be configured to appear in the screen to provide applicants with the ability to add multiple additional applicants, and display the information for each person in Virtual Capture. It is highly recommended that system administrators do NOT add the Additional Applicants panel to the same screen as the Additional Applicant panel. When Previous Address and Additional Address fields are configured to appear within the Additional Applicant panel, the following behavior occurs for the Address Type field: When Previous Address fields are configured to appear in the panel, the Address Type for the record is automatically set to Previous if information is entered within the Previous Address fields. If both Previous Address and Additional Address fields are configured to appear in the panel, the Address Type field includes all options except Previous in the drop-down list. If the panel only includes Additional Address fields, an option for Previous is available to select for the Address Type field.
Additional Applicant Declarations	A grid panel used to display declaration questions for an additional applicant. From this panel, applicants are provided with the ability to answer the declarations and enter an explanation for each answer. This panel can also be configured to appear in the Applicant screen that displays when adding or editing an additional applicant from the Additional Applicants panel. Declaration questions are custom to each financial institution and are defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Customer Care Representative. If multiple applicants are added to an application within Temenos Infinity, the Additional Applicant Declarations panel only displays information for the first additional applicant added to the application. If there are no additional applicants on the application, the Additional Applicant Declarations panel does not contain any questions.  If the Additional Applicant Declarations panel is updated in Temenos Infinity, and then accessed again in Virtual Capture, any questions that are not set to Yes in Temenos Infinity are automatically set to No in Virtual Capture.		X
Additional Applicants	A panel used to display each additional applicant on the application in a card view. From this panel, applicants are able to add, edit, and delete one or more additional applicants during the virtual application process. It is highly recommended that system administrators do NOT add the Additional Applicants panel to the same screen as the Additional Applicant panel.	X
Application	A panel used to capture all configurable application fields such as Applicant and Decision information.
Authorized User 1	A panel used to capture general information for a primary applicant's first authorized user.
Authorized User 2	A panel used to capture general information for a primary applicant's second authorized user.
Collateral - Real Estate	A panel used to capture general collateral information for applications secured by Real Estate. In addition to the property's location and valuation data, this panel allows applicants to provide: Lien Information Within Virtual Capture, applicants are able to provide up to three liens within this panel. When configuring the Collateral - Real Estate panel, institutions are able to assign fields for Lien 1, Lien 2, and Lien 3 If the amount of a new lien is blank or set to zero, the lien is not added to the collateral record. Housing Expenses Within Virtual Capture, applicants are able to provide real estate housing expenses within this panel. When configuring the Collateral - Real Estate panel, institutions are able to assign fields for the following housing expense types: Flood Insurance HOA/CA Mortgage Insurance Property Insurance Property Tax If the payment amount of a housing expense is blank or set to zero, the lien is not added to the collateral record. Other Owners Within Virtual Capture, applicants are able to provide two Other Owners within this panel. When configuring the Collateral - Real Estate panel, institutions are able to assign name, address and contact information fields for Other Owner 1 and Other Owner 2. If the First Name and the Last Name of the other owner are both blank, then the other owner is not added to the collateral record. The Application > PropertyAddress > Full Property Address field can be added to the Collateral - Real Estate panel to display a concatenation of the following fields in Virtual Capture: Property Address Line 1, Property Address 2, Property Address City, Property Address State, Property Address Postal Code.
Collateral - Vehicle	A panel used to capture general collateral information for applications secured by a vehicle.
Cross-sells	A panel used to display the account, loan, non-loan, and replacement cross-sells for which the applicant is qualified, as generated through rules. System administrators have the ability to hide this panel in a virtual application when there is no data to display for the applicant. For more information please see the section for General panel attributes in this topic.	X
Disclosure	A panel used to display a disclosure, such as Terms and Conditions, to the applicant for acknowledgement during the application process. Upon acknowledgement of the disclosure, a record is added to the Audit History screen in the Temenos Infinity application.
Document Sets	A panel used to display document sets generated by IMM that are available through DropSpot, and have not been sent to a third party for remote signature. From this panel, applicants are able to download and print the documents during the virtual application process. This panel only displays document sets generated by IMM that are available through DropSpot, and meet the following criteria: Document set has not been sent to a third party for remote signature. Document Set Display Flag is set to true for the document set in the Virtual Capture Display column of the IMM screen. For more information, please see the Document Sets Panel topic in this guide.	X	X
Document Upload	A grid panel used to display general documents, such as images of driver's licenses and W2 forms, that are associated with an application. From this panel, applicants are provided with the ability to upload additional documents, as well as view all documents associated with the application. Applicants cannot delete documents from this panel. Additionally, if a document has been archived to an optical system, the document cannot be accessed in the panel, and the hyperlink for the document name is disabled in the panel grid. Files uploaded to Virtual Capture cannot exceed 4 MB. If an applicant attempts to upload a file that exceeds this limit, a message is received to inform that the file is too large. If accessing the Document Upload panel from a smartphone or tablet with a camera, the applicant has the option of taking and uploading a new photo of the document to the application. Only the file types that are enabled for Virtual Capture within the UPLOAD_FILE_TYPES lookup in System Management > Field Configurations can be uploaded via the Document Upload panel. Additionally, Virtual Capture only supports the ability to upload documents including one of the following file extensions: .csv, .doc, .docx, .gif, .jpeg, .jpg, .msg, .pdf, .png,. rtf, .tif, .tiff, .txt, .xls, .xlsx. If a document does not include an approved file extension, has more than one period in the filename, or has a unicode character in the filename, the file cannot be uploaded to the virtual application, and an error message is presented to the applicant in Virtual Capture. Institutions are provided with the ability to determine if the documents uploaded to this panel must complete a virus scan before they are attached to the application. This panel includes a Status column that displays one of the following values to identify the Virus Scan Status for the document: Exempt from Virus Scan Failed Virus Scan Pending Virus Scan Successful Virus Scan If the system is not configured to complete a virus scan on Virtual Capture documents, the Status for each document is set to Exempt from Virus Scan in the Document Upload panel. For more information on the Virus Scan functionality, please see the Getting Started with Virtual Capture topic in this guide.	X	X
Fees	A grid panel used to display loan application fees. From this panel, applicants are provided with the ability to select the fees they wish to include in the total loan amount. System administrators have the ability to hide this panel in a virtual application when there is no data to display for the applicant. For more information please see the section for General panel attributes in this topic.	X	X
HMDA	A panel used to capture the information specific to HMDA reportable loans such as applicant ethnicity and gender.
ID Authentication	A panel used to display KBA questions from FIS ChexSystems for a primary applicant. From this panel, applicants are provided with the ability to answer the identity verification questions. For information on configuring the ID Authentication panel within Virtual Capture, please see the FIS ChexSystems Connector Guide.	X
Liabilities	A panel used to capture and display liabilities for the application.  Liabilities only populate, when an applicant logs into Virtual Capture using the single sign-on method. Additionally, the Include External Liabilities in the Add On Refinance Panel parameter must be set to true within the Origination tab in System Management > Modules > Origination to populate external liabilities in the Liabilities panel.   When assigning this panel to an Application screen, all Liability-level fields are available to be added by the system administrator. The Refi fields is an editable check box that may be selected by the applicant to set the IsRefinanceAddOn flag to true. An institution must use rules to determine whether a liability is an Add On or Refinance using Custom Fields or other fields on the application. For example, an institution authors a Default Value rule to set the IsRefinance flag to True, and assigns it to the Auto Refinance Application Type. Using this rule, when an applicant clicks the Refi check box for an auto loan in the Liabilities panel, and saves the screen, the IsRefinance flag is set to True during the application process. If the system administrator selects the Review/Read Only attribute while configuring the Liabilities panel, the Refi check box is not able to be selected by an applicant in Virtual Capture.		X
Loan Covenants	A read-only panel that displays a list of the loan covenants on an application. This panel displays the Name, Duration, Validation Frequency, and Next Due Date for each loan covenant with Is Waived set to false.	X	X
Loan Funding	A panel that provides users the ability to set the funding type of loan applications. For more information, please see the Loan Funding Panel topic in this guide.	X
Primary Applicant	A panel that captures the information specific to the Primary Applicant such as Name, Address, Phone, Employment, and Income Information. When Previous Address and Additional Address fields are configured to appear within the Primary Applicant panel, the following behavior occurs for the Address Type field: When Previous Address fields are configured to appear in the panel, the Address Type for the record is automatically set to Previous if information is entered within the Previous Address fields. If both Previous Address and Additional Address fields are configured to appear in the panel, the Address Type field includes all options except Previous in the drop-down list. If the panel only includes Additional Address fields, an option for Previous is available to select for the Address Type field.
Primary Applicant Declarations	A grid panel used to display declaration questions for a primary applicant. From this panel, applicants are provided with the ability to answer the declarations and enter an explanation for each answer.  Declaration questions are custom to each financial institution and are defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Customer Care Representative. If the Primary Applicant Declarations panel is updated in Temenos Infinity and then accessed again in Virtual Capture, any questions not set to Yes in Temenos Infinity are automatically set to No in Virtual Capture.		X
Promotions	A panel used to display the promotional offers for which an applicant is eligible in Virtual Capture. This panel only appears in a virtual application when the following is true: The Display Promotions in Virtual Capture parameter is set to true for the institution in Virtual Capture Settings. The applicant is eligible for one or more active promotional offers that have not been accepted or declined. For more information on this panel, please see the Promotions in Virtual Capture topic in this guide.	X
Recurring Fees	A read-only panel that displays a list of the recurring fees on a loan application. This panel displays the Fee Name, Amount, and Assessment Frequency for each recurring fee on the application with Is Waived set to false.	X	X
Reference 1	A panel used to capture and display an applicant's first reference.
Reference 2	A panel used to capture and display an applicant's second reference.
Rich Text	A panel that is able to display an informational/instructional message configured by the institution. The instructions section may also include hyperlinks. By default, hyperlinks open within Virtual Capture; 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.
Stipulations	A grid panel used to display the requirements associated with an application, such as proof of insurance. System administrators have the ability to hide this panel in a virtual application when there is no data to display for the applicant. For more information please see the section for General panel attributes in this topic. Only stipulations that require documents (Requires Document field set to Y in System Management > Origination > Field Configurations > STIPULATION_CODE lookup) are displayed within the Stipulations panel in Virtual Capture. This panel displays a row in the grid for each stipulation associated with the application, including those that have been met. The related document(s) are listed from newest to oldest in a separate row under each stipulation.   From this panel, applicants are provided with the ability to not only view the documents associated with a stipulation, but also upload stipulation documents, and/or delete documents. If a document has been archived to an optical system, the document cannot be accessed in the Stipulations panel, and the stipulation cannot be deleted. When this occurs, the document name is not hyperlinked, and the Delete button is disabled when the stipulation is selected within the grid. If accessing the Stipulations panel from a smartphone or tablet with a camera, applicants also have the option of taking and uploading a new photo of the document to the application. Files uploaded to Virtual Capture cannot exceed 4 MB. If an applicant attempts to upload a file that exceeds this limit, a message is received to inform that the file is too large. Additionally, only the file types that are enabled for Virtual Capture within the UPLOAD_FILE_TYPES lookup in System Management > Origination > Field Configurations can be uploaded to the Stipulations panel. Institutions are provided with the ability to determine if the documents uploaded to this panel must complete a virus scan before they are attached to the application. This panel includes a column that displays one of the following values to identify the Virus Scan Status for the document: Exempt from Virus Scan Failed Virus Scan Pending Virus Scan Successful Virus Scan If the system is not configured to complete a virus scan on Virtual Capture documents, the Status for each document is set to Exempt from Virus Scan in the Stipulations panel. For more information on the Virus Scan functionality, please see the Getting Started with Virtual Capture topic in this guide. For more information on Stipulations, please see the Stipulations Panel topic in the End User Guide.	X
Web Signature Documents	A panel used to display the documents to be signed using a third party remote signature connector.	X

The following attributes can be defined when creating, copying, and/or editing panels:

• General
• Fields
• Buttons
• Properties
• Columns

General

The General panel attributes enable administrators to edit the appearance of the panel, as well as provide instructions to applicants.

The following General panel attributes are defined within the General tab:

Attribute	Description
Title	Enter the title assigned to the panel within the 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 cannot 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.
Collapsed By Default	Select the check box if this panel is to be collapsed by default. While the Collapsed By Default check box can be selected within the General tab, panels cannot be collapsed when rendered in Virtual Capture.
Always Hide	Select the check box if this panel is never to be displayed on a screen. 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 It is recommended that all fields included in an always hidden panel be flagged as read-only. If an administrator attempts to save a hidden panel that contains at least one field that is not read-only, a warning message displays, which directs the administrator to make all the fields read-only.
Hide If Empty	Select the check box to hide the panel in a virtual application when there is no information to display for the applicant. This field is only available within the General tab for the following panel types: Account Product Fee Summary Cross-sells Fees Stipulations For example, if there are no Stipulations that need to be fulfilled for an applicant, and the Hide If Empty check box is selected for the Stipulations panel, the panel does not appear in the screen in Virtual Capture. If the Hide If Empty check box is not selected for the above panels, and there is no information to display for the applicant, a blank panel is presented to the applicant in Virtual Capture. It is highly recommended that institutions do not select both Always Hide and Hide If Empty, as the Always Hide attribute will be applied to the panel. If Hide If Empty is selected in conjunction with the Always Hide attribute, the panel is not presented in Virtual Capture, regardless of whether there is data to display for the applicant. When a panel is hidden in Virtual Capture due to this configuration, the panel is considered complete in the percentage calculation for the progress bar. For more information, please see the Progress Bar section of the Virtual Capture Overview topic in this guide.
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, then the panel spans the entire screen width. If a screen is configured to contain four columns and a panel is configured to span two columns, then the panel spans 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.  If a non-grid panel exceeds the maximum height set here, a vertical scroll bar displays to the end user.
Review/Read Only	Select the check box to designate the panel as a review or read-only panel. Upon selecting this check box, an Edit Screen must be assigned to the panel. When selected, the panel's contents are read-only. An  button appears in the panel to allow users to to access the associated edit screen to modify the panel's contents.
Edit Screen	Use the drop-down list to select the Edit Screen that opens when  is clicked in a Review/Read Only panel. This attribute is required, if the Review/Read Only check box is selected.
Instructions	Enter a Rich Text set of instructions to assist users in completing the panel. When instructions are configured for the panel, 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 Virtual Capture; 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.

Back to panel attributes ^

Back to top ^ 

Fields

Field attributes provide the administrator with the ability to configure style attributes and perform the following functions: 

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 following Field attributes are defined within the Fields tab:

Attribute	Description
Label	Enter the title of the field to be displayed within the panel/screen. This attribute accepts up to 500 characters. It is recommended to configure large field labels to display to the right of the field in order to ensure that the text does not impact the screen display in Virtual Capture. To do so, set the Field Position device parameter to Top for the Virtual Capture instance(s) where the screen is assigned. This parameter is set for both small and large devices in the Device Parameters tab of Virtual Capture Settings for each instance.
Required	Select this check box if the field must be completed in order to continue processing the application. Required fields display a  icon and must be completed in order to save the screen. Marking fields as Required enables institutions to ensure that validations occur and blank records are not added to an application. Attempting to save a screen that contains required fields which have not been completed populates a validation error containing a list of the missing required fields. System fields required for disbursement vary by Core as well as the type of loan transaction. These fields are not automatically set as required within the screen and do not display a  icon unless configured as required within this attribute.
Recommended	Select this check box if the completion of a field is suggested. While the screen can be saved if recommended fields are left blank, this functionality can be beneficial in ensuring all necessary information in obtained. Recommended fields do not display any icon when rendered in Virtual Capture. If system fields required for disbursement are configured as recommended within the screen, the user is able to save the screen, but receives an error preventing disbursement.
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 cannot exceed four.
Text Line	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 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. 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 check box to bold the label and value text. Italic Select this check box 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 apply to a date field, or a lookup field in the panel. This column defaults to a format of m/d/y for date fields, and Dropdown for lookup fields, but can be changed by selecting a value from the corresponding drop-down list. This column only applies to date fields and lookup fields; therefore, a blank value populates within this column for all other fields added to the Fields tab. This column only applies to date fields with a DATE data type in the database. A blank value populates within this column for all date fields with a data type of DATETIME, CLIENTDATE or CLIENTDATETIME. Reference the following sections for an overview of the formats that can be set within this column for date fields and lookup fields in a Virtual Capture screen: Formatting Date Fields Within the Format column, date fields can be configured to display in one of the following formats in a Virtual Capture screen: Format Description m/d/y Applicants 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 this format, applicants are able to select a date from the following calendar in Virtual Capture: m/y Applicants are only able to select a month and year for the field, and the date populates as follows: 11/2017. When set to this format, the following calendar appears to allow applicants to select only the month and year for the field value in Virtual Capture: 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 panel, 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, 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 application, but is saved as 07/16/2017 in the database. If the field value is modified in Virtual Capture, or Temenos Infinity, the value of the day is updated to the first day of the month in the database (ie. 07/01/2017). To see these date field formats in action, watch the following video: Formatting Lookup Fields Within the Format column, lookup fields can be configured to display in one of the following formats in a Virtual Capture screen: Format Description Dropdown All lookup values for the field populate within a single drop-down list:   Radio with None All lookup values for the field populate as separate radio buttons in the panel, and a value of None is also included as an option to select to allow the applicant to set the field to a NULL, or blank, value in the application: If a lookup field set to this format, the None radio button is selected for the field by default when the screen including the panel is opened in Virtual Capture. Reference the list below for an overview of the behavior that occurs for a lookup field in Virtual Capture when the format of the field is set to Radio with None:     If the value of a lookup field is required to save the screen, a value of None cannot be selected for the field. If None is selected for a required field, a Validation error is returned when the applicant attempts to save the screen in Virtual Capture. If the format for a lookup field is set to Radio with None, and None is also configured as a value for the corresponding lookup in System Management > Origination > Field Configurations, two separate None radio buttons are displayed for the field in Virtual Capture. Radio w/o None All lookup values for the field populate as separate radio buttons in the panel, but a value of None is not included as an option to select for the field: To see these lookup field formats in action, watch the following video:
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 300 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. If the Field Label Position is set to Left, the tooltip appears below the field label. If the Field Label Position is set to Top, the tooltip appears to the right of the field label.

Back to panel attributes ^

Back to top ^ 

Buttons

Buttons provide the ability to perform an action directly within a panel. Button attributes for a panel are defined within the Buttons tab. This tab enables administrators to add and delete panel buttons, as well as lists the name of each button configured to appear on the panel.  

The table below lists the buttons available to be assigned to a Virtual Capture panel:

Button	Description
Calculate	Allows users to calculate the values entered within the panel. In addition to saving and calculating the values entered, clicking Calculate also refreshes the panel to display the updated values in Virtual Capture.

Back to panel attributes ^

Back to top ^ 

Properties

Property attributes for a panel are defined within the Properties tab. The appearance and behavior of this tab differs by panel type, and may also differ according to fields configured to appear in a panel. Depending on the panel being configured, this tab may provide system administrators with the ability to determine the visibility of the panel within a virtual application, identify the options that are available for selection within the panel, and/or define messages to be displayed to applicants when the panel renders in Virtual Capture.

The following table provides an overview of each Virtual Capture panel that supports the properties attribute, including a description of the functionality configured within the Properties tab for each panel, as well as an example of how the tab appears for each panel:

Panel	Properties Configuration	Example
Account Product	Allows system administrators to identify the account product(s) to be used by the panel. When the account product(s) assigned within the Properties tab are added to an application in Virtual Capture, the panel populates within the Account Products system screen in the virtual application.
	When the Check Image field is added to the Account Product panel, the Properties tab displays two sections: one to identify the account product(s) to be used by the panel, and another to configure the properties for the Check Image displayed in Virtual Capture. Within the Check Image Properties section, administrators are able to determine the required and optional fields available to add to a check in Virtual Capture, as well as configure the display order of the fields in the check image. For an overview of how to configure the properties for the Check Image field, please see the Account Product Check Image Field example in this guide.
Account Products (Repeating) Authorized User 1 Authorized User 2 Collateral - Real Estate Collateral - Vehicle Reference 1 Reference 2	Allows system administrators to suppress  from displaying in panels. When this parameter selected, applicants are unable to remove an item from an application panel.
Account Funding Information	Allows system administrators to define the message to display within the panel when there are no account products on the application that require funding.
Account Funding Payment Options	Allows system administrators to determine which funding payment options are available for the panel in Virtual Capture, as well as hide the payment image for a single funding option, and define specific settings for credit cards and/or internal transfers. For an overview of how to configure the properties for this panel, please see the example for the Account Funding Payment Options panel in this guide.
Additional Applicant Application Primary Applicant	Allows system administrators to determine when the panel appears in an application, based on the applicant's account holder status. The same configuration is made within the Properties tab for the Additional Applicant, Application, and Primary Applicant panels. Two instances of the same fields may exist within a screen, if they appear within two separate panels; one panel set to Account Holder and the other set to Non-Account Holder.   This ability enables institutions to tailor Virtual Capture screens to both account holder and non-account holder applicants. Panel Properties supersede any Interactions that are configured to hide panels on a screen. For example, if the panel is set to Account Holder and the application is being processed by a non-account holder, the interactions are ignored, and the panel does not appear on the screen. Allows system administrators to suppress  from displaying in panels. When this parameter selected, applicants are unable to remove an item from an application panel.
Disclosure	Allows system administrators to define the message that populate when a disclosure is required for a virtual application.
Web Signature Documents	Allows system administrators to define the messages to be displayed when there are documents that need to be signed by the primary applicant, and when all of the document sets have been completely signed.

Back to panel attributes ^

Back to top ^ 

Columns

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

 

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

Attribute	Description
Field	Displays the name of the field selected to display as a grid column. This attribute is read-only.
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.
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.

Back to panel attributes ^

Back to top ^ 

Buttons

Rules

Validation Rules execute during the application process to validate and ensure that relevant and accurate data is entered within a screen. Upon execution, these rules automatically test the data entered within a screen and can be configured to issue an error, warning, or information message to prevent or continue the application process.

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 > Origination > 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 Save and Next is selected during the application process.

Back to top ^ 

Security

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

The following Security attributes are defined 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 when processing an application.

Back to top ^ 

Interactions

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

 

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 appears, 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 Lookup Value Allows the administrator to determine the conditions in which a value is hidden for a lookup field on a panel. Condition Logic Each Hide Lookup Value interaction must contain the following components: One or more lookup values to be hidden. At least one group of conditions. At least one condition in each group. Reference the list below for an overview of the behavior that may occur for a lookup field in Virtual Capture when this interaction type is configured for a screen:                                  If a lookup field is configured to appear on a screen more than once, this interaction applies to all instances of the field. When a condition is met, the selected lookup values are hidden for all instances of the lookup field on the screen. Lookup values are not filtered in Temenos Infinity; therefore, it is possible for a field to be changed to a value in Temenos Infinity that is hidden in a Virtual Capture screen. If this occurs, the field updates to a blank value, or the default value for the field, in the Virtual Capture application.  Similar to the above behavior, if a value is selected for a lookup field in a Virtual Capture application, and then criteria on the screen changes that causes an interaction to hide the value, the lookup field is set to a blank value, or the default value for the field. In the above scenario, if the format of the lookup field is set to Radio with None, the system automatically reverts the value of the field to None, and sets the None radio button. If the lookup field is formatted as Radio w/o None, the system clears all values for the field. Use caution when hiding values for a required field as it is possible to hide all lookup values. When this occurs, the label of the field displays in the panel, but no values can be selected for the field, which prevents applicants from saving the screen in Virtual Capture since a field value is required. When the format of a lookup field is set to Radio with None, the None value cannot be hidden with a Hide Lookup Value interaction. This interaction type only hides values configured for the lookup in Field Configurations. When a panel includes a check box control in the header that allows the applicant to enable and disable the panel contents, the fields are automatically updated in the panel if the applicant selects values for the fields, and then disables the panel. When the applicant clears the check box control, the fields revert to the value that existed when the screen first loaded, even if the value was hidden by a Hide Lookup Value interaction. 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.  If a panel, such as Liabilities, allows in-line editing, the grid does not refresh after the edits have been completed. If an end user changes a value that causes the row to be hidden, the grid does not refresh and the row remains visible. If all rows within the Liabilities panel are hidden, and the Hide if Empty parameter is selected, the entire panel is hidden within Virtual Capture. Validate Field 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 Lookup Value, 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 Lookup Value interactions, the Panel attribute indicates the name of the panel that contains the lookup field with the values 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 Lookup Value interactions, the Field attribute indicates the name of the lookup field for which values are 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, lookup value, or panel 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.

This window allows the administrator to:

• Choose the field, lookup value, or panel to be hidden if the interaction conditions are met.
• Choose the panel that should have rows hidden if the interaction conditions are met.
• Choose the field to be validated by the interaction conditions.

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:

Click on the desired option to advance to the condition and expression builder.

The criteria defined within the condition and expression builder is comprised of the Groups, Conditions, and a Validation Message.

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 interaction. 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

A 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 entered values (1, 5)
• Three operators (plus signs)
• One field (sub product)
• 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 keyboard 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	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 within the message text box or press the Tab button to select the Message text box.

Back to top ^ 

Creating a Screen

The Create function enables administrators to define the logic and 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 business needs.

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

Select the following screen type from the Select Screen Type window:

Screen Type	Description
Application	A screen type designed to capture information specific to the application (Applicant, Loan Terms, Collateral, Stipulations).

Within the Edit Screen window, define the General screen attributes.   

Once all General attributes are defined, navigate to the Panels tab to define panel attributes and perform one of the following actions:

• Add a Panel
• Edit a Panel
• Delete a Panel

Add a Panel

To add a panel to the screen:

• Click  within the Panels tab.
• Clicking Add opens the Select Panel window. From this window, select a panel type to be assigned to the screen. Click .
• After selecting the panel type and clicking OK, the Edit Panel window opens to configure the panel attributes.
• Within the Edit Panel window, define the General panel attributes.
• If fields can be configured to appear in the panel, navigate to the Fields tab to define field attributes and perform one of the following actions:

Add Fields

To begin adding fields to the panel:

• Click  within the Fields tab.
• The Field Selector window appears displaying the available fields organized within a field tree format. Navigate through the folders and sub-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.
• Double-click on the field or select  to individually assign it to the panel.
• After all fields have been added, click  to exit the Field Selector window and return to the Fields tab.
• Once added, the field populates within the grid that appears on the Fields tab.

When adding fields to a panel or screen, two of the same fields may exist within a screen, if the fields appear in two separate panels with different Properties; one panel set to Account Holder and the other set to Non-Account Holder. If the panels have the same Panel Visible For values, fields may only be added to a screen once. The exception to this rule is the Add Spacer/Text fields.

• The order in which the fields appear in the grid determines their order of appearance in the panel. Within the grid on the Fields tab, drag and drop the fields into the proper sequence. If desired, click , , and/or  to add Spacer, Text, and/or Line fields to the panel.

• Within the grid columns, define Field Label, Required, Recommended, Read Only, Col. Span, Label Style, Value Style, and Text Line attributes. For assistance with defining Label and Value Style attributes, click .

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 may be overwritten by the data entered within the other panel when the screen is saved.

Delete Fields

To remove a field from a panel:

• Highlight the field within the grid in the Fields tab and click .

When deleting a field, the system checks whether the field is included in a Validate Field interaction condition. If the field is included in a Validate Field interaction condition, a warning message displays that asks whether the field as well as all interactions using it should be deleted. Click Yes to delete the field as well as the interactions related to the field. Click No to keep the field as well as the interactions.

Edit Style

 To edit attributes for field label and/or field value style:

• Click  within the Edit Style column for desired field.
• The Edit Style window appears. Within this window, define Label and Value Style attributes.

   

• When finished defining style attributes, click . The Label Style and Value Style samples are displayed within the grid in the Fields tab.  

   

• 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, users are able to define additional panels to be added to the screen or move on to the subsequent screen tabs.

• If configuring a button on the panel, navigate to the Buttons tab to add the desired button. 
• If the panel requires properties to be configured, navigate to the Properties tab to define the properties for the panel type.  
• Once all attributes for the panel are defined, click  within the Edit Panel window 

Edit a Panel

Administrators are able to edit the panels of previously created screens. 

To begin editing a panel:

• Select the desired panel within the grid on the Panels tab and click .
• Make the desired modifications and click  within the Edit Panel window.
• Click  within the screen configuration window to finalize the panel modifications.

  Panel modifications are not saved until a final save is performed within the screen configuration window.

Delete a Panel

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

To delete a panel:

• Select the desired panel within the grid on the Panels tab and click .
• When finished, click  within the screen configuration window to finalize the panel modifications.

  When deleting panels, the system does not display a confirmation message. When delete is selected, the panel is deleted.

 Back to top ^ 

Finalizing Screen Configurations

Once all panel attributes are defined, configure the Panel Progression Order within the grid on the Panels tab. To set the Panel Progression Order, click within each column and set the desired value for each panel.

After the Progression Order has been determined, navigate to the Rules tab to assign Validation Rules to the screen.

After all rule attributes have been configured, assign Users and Security Groups access to the screen from the Security tab.

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

• Hide Field
• Hide Lookup Value
• Hide Panel
• Hide Row
• Validate Fields

Hide Field

Hide Lookup Value

Hide Panel

Hide Row

Validate Field

Upon completion of all screen attributes, click  for a view of the completed screen. A preview window appears displaying a rendition of the screen. When finished previewing the screen, close the preview window, and, if necessary, make any changes to the screen.

Once all configurations have been made to the user defined screen, click  within the screen configuration window to finalize the creation of the screen.

The newly created screen populates within the grid on the Screens page and is available to display and capture data during the application process.

Copying a Screen

The Copy function enables users to duplicate the logic and structure of an existing 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 logic 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 logic updated, click  to retain the changes and finalize the creation of the new screen.

Editing a Screen

The Edit function enables users to revisit an existing screen and modify the existing logic/structure to enhance usability.

• To edit an existing screen, select the desired screen and click .
• Once the logic has been updated, select  to finalize the screen modifications.

Deleting a Screen

The Delete function enables users to remove an existing screen, and all of its logic from Temenos Infinity.

• To delete an existing screen, select the desired screen and click .
• A confirmation message appears. Click Yes to delete the screen. Click No to retain the screen.

 Back to top ^ 

 

 

---

©2022 Temenos Headquarters SA - all rights reserved.

Send Feedback