There are several common wizard items that are available to all the wizard step types unless stated on these step types;

 

Display iItem	This will either be;
	■    Line – Display a solid line
	■    Text – Display text (entered in Value field)
	■    Inset Text – Display text (entered in Value field), inset       ■    Comment – Display text but not in bold.
	■    Inset Comment - Display comment (entered in Value field), inset
	■    Space -  Leave a blank line on the form
	■    Next item on the same line – Display the following data entry item on the same line as the previous one (max 4 items)
	■    Label – Assigns a label (entered in Value field) to the next “Set and Enter” or “Enter” item to be shown in the data entry form.
	■    Alert – message box with text as specified
	■    Buttons – Create a button to call a wizard, specify what will display on button and the wizard that will be ran in the Expression
	■    Buttons ONLY – Create a button to call a wizard, used together with Button to show only the button on the data entry window
Stop item	This will stop the wizard at this point and either
	■    Close all sub forms
	■    Leave  form open
New wizard tab	Creates a new tab for the data entry. The title of the new tab can be:
	■    Number – Tab title is automatically numbered
	■    Text –Tab is titled from text entered in the Value field
	■    Occurrence – Tab title is numbered based on occurrence of this Item. (Useful when using Conditions to execute a step multiple times, {O} is a hidden variable that increases as the wizard loops through previous steps)
Change wizard tab	Changes the details of the wizard tab based on the option selected
	■    Number – sets the wizard tab number
	■    Text – Sets the wizard tab name (useful when creating dynamic names). Can use {O} to name each tab with the number of occurrences.
	■    In the example below, the wizard tabs will display as Loan 1, Loan 2…, Loan n, with n being the number of occurrences.
	■    Occurrence –Sets the current occurrence level of the present tab
	■    Show form - Sets the state of the current window
	■    Normal – Window is set to its default  expanded size
	■    Minimised –Window is set to the minimised position
Display attributes	■    Column 1 - 4 Position, defaults are 0, 3500, 7500 and 10,500
	■    Column 1 - 4 Label width, default is 1800   The above items can be used to reposition items on the screen

 

 

The display item and new wizard tab do not affect the wizard itself, they merely allow for a more uniformed approach to entering data.

 

Set User Variables                     Date, numeric and text values can be stored using any variables and they can be used throughout the wizard. This option also allows for setting of the days in month. Variable Y is now Y1 as Y is reserved for Year on dates (reserved items are B, D, M, Y, YY, R, N, P). In the expression field enter {A} to set the current field as variable A .

 

Check user variable                   Check a variable against another variable or specific value or compare previous item (with additional options)Numeric, text and date values can be compared.

 

Check user result                       Allows you to determine what action to take based on the previous Check result. The checks will allow you to stop the wizard, create an exception, request to use confirmation before continuing or move to a specified step number. This can be useful when you require the same step to be repeated under a given condition.

 

Get table data                           This will retrieve a value from a specified table based on the variables used in the expression. Values can be found from the following tables:

 

Interest, Indices and Commission, Miras, Tiered, Personal Savings, Mortality rate, Additional rates, Discounted mean term, Maturity data

 

The format for Get table data is defined as follows:

 

§  Interest                                                Name, Date – will return rate% based on name, date

§  Indices                                 Name, Date – will return value based on name, date

§  Miras                                                     Name, Date <R to return rate, A to return amount>

§  Tiered                                                   Name, Date, Amount  – will return fee% based on date, amount

§  PSV                                                        Date, Rate% - will return tax free amount based on date, rate

§  Additional rates                                Name, Valid from, from date – will return rate based on dates

§  Mortality rate                                    Date, Age, Year - will return rate based on date, age, year

§  Discounted Mean Term Date, Age - will return term based on date, age

 

An example for using Get table data item to find a value in the Miras table based on Name and Date:

 

Selection = Miras

Expression = {E1} = “Standard”,1/1/90,”A”

 

Get Field                                   This retrieves the value with or without quotes in the specified field or the next value in a selected sequence. The value can be stored in user variables by setting the variable to ‘Last Item’. This is very useful to check information stored in particular fields. Fields that can be retrieved are listed below:

 

                                                From date, To date, First payment, Term, Balance, Adjustment From, Adjustment To, Adjustment Value, Adjustment Loan, Adjustment Type, Adjustment Calc, Adjustment Description, Redress Status, Redress Total, Redress Date, Redress Policies, Redress Interest, Redress Added Interest, Redress Credit Interest, Redress Ex-Gratia, Redress Tax, Created Date, Case Checked, Case Status, Case Type, Case Subcategory, Actual lender, Actual Method, Period From/To (taken from final line of rework), Period Interest, Period payment, Period interest rate, Interest, Interest Balance, Calc Balance, Capital, Investments (Investment total picked up from rework output), Income, Admin Fee, premiums (called via the rework window, stored as a hidden item), Last payment, Withdrawals, Payments, FirstName, Surname, Party Salutation, Title, Address 1, Address 2, District, Town, county, Country, Postcode, Time at address, Previous Address 1, Previous Address 2, Previous District, Previous Town, Previous County, Previous Country, Previous Post code, Party tab, Internal Ref, Reference, Policy No, Salutation, Row From, Row To, Row Interest, Row Payment, Row Interest Rate, Row Balance, Row IBB, Row New IBB, Row Split (Gets the loan A amount if set on the current row, need to set current row first), Results Row Count , Results Current Row, Adjustment Current Row, Adjustment Row Count, Current tab, Current calc, Last tab, Last calc, CMC Address 1, CMC Address 2, CMC District, CMC Town, CMC County, CMC Country, CMC Post code, 3rd Address Type, 3rd Address Name, 3rd Address Street 1, 3rd Address Street 2, 3rd District, 3rd Town, 3rd County, 3rd Country, 3rd Post code, 4th Address Type, 4th Address Name, 4th Address Street 1, 4th Address Street 2, 4th District, 4th Town, 4th County, 4th Country, 4th Post code, Date of birth, Age, Sex, Smoker, Date of death,  SEQ: Sequence and Batch Case Co, Redress Amount.

 

Set Field                                   This sets a value to a specific field specified in the selection column. Items available are Results Current Row, Adjustment Current Row, Max step iterations and Wizard Cancel (this sets the name of the wizard that will be run after the 'Cancel' button is clicked in the data input window).

 

Check field                               This allows you to compare a field to a value with or without quotes or a condition. Fields available are: From date, To date, First payment, Term, Balance, Adjustment From, Adjustment To, Adjustment Value, Adjustment Loan, Adjustment Type, Adjustment Calc, Adjustment Description, Redress Status, Redress Total, Redress Date, Redress Policies, Redress Interest, Redress Added Interest, Redress Credit Interest, Redress Ex-Gratia, Redress Tax, Created Date, Case Checked, Case Status, Case Type, Case Subcategory, Actual lender, Actual Method, Period From, Period To, Period Interest, Period payment, Period interest rate, Interest, Interest Balance, Calc Balance, Capital, Investments, Income, Admin Fee, premiums, Last payment, Withdrawals, Payments, FirstName, Surname, Party Salutation, Title, Address 1, Address 2, District, Town, county, Country, Postcode, Time at address, Previous Address 1, Previous Address 2, Previous District, Previous Town, Previous County, Previous Country, Previous Post code, Party tab, Internal Ref, Reference, Policy No, Salutation, Row From, Row To, Row Interest, Row Payment, Row Interest Rate, Row Balance, Row IBB, Row New IBB, Row Split, Results Row Count , Results Current Row, Adjustment Current Row, Adjustment Row Count, Current tab, Current calc, Last tab, Last calc, CMC Address 1, CMC Address 2, CMC District, CMC Town, CMC County, CMC Country, CMC Post code, 3rd Address Type, 3rd Address Name, 3rd Address Street 1, 3rd Address Street 2, 3rd District, 3rd Town, 3rd County, 3rd Country, 3rd Post code, 4th Address Type, 4th Address Name, 4th Address Street 1, 4th Address Street 2, 4th District, 4th Town, 4th County, 4th Country, 4th Post code, Date of birth, Age, Sex, Smoker, Date of death,  SEQ:Sequence and Batch Case Col

 

Row items allow access to individual rows in the detailed output.

 

‘Batch Case Col’ enables the user to read batch case data without loading the data in.

 

A sequence with start value of 1 and increment value of 1 exists as a base sequence, additional sequences can be added (start value, max value and step increment) as required in the database. Once the max value has been reached the sequence will go back to the start value. Please contact Exasoft Plc for details on how to add a new sequence.

 

Reserved words such as “BatchOutput”, “BatchException” and “BatchWarning” are not allowed in the wizard. If the reserved words are used, then the system will display a warning message - "Trying to set a reserved variable '{reserved word} ' - not allowed.

Related Topics

Wizard Setup