HTML Widgets; New Account wizard; Promotions now support filtering by Client Type

Promotions can now be configured to only apply to specific Client Types. The New Account wizard HTML Widget will now validate the selected Promotion (if any) when moving forward from the "Clients" page of the wizard. If the configured Clients are not applicable for the selected Promotion, an error will be displayed.

Note: Only one Client which meets the Promotion Client Type requirement is required for the validation to pass.

The following server-side code has been changed in the New Account HTML Widget, WizardValidate() function:

From:

If Not Account.Clients.Validate(Account.ProductTypeId) Then
  FailedMessage = finBL.Error.Message(True)
  FailedControlId = "gridClients"
End If

To:

If Not Account.Clients.Validate(Account.ProductTypeId) Then
  FailedMessage = finBL.Error.Message(True)
  FailedControlId = "gridClients"
ElseIf Not Account.Clients.ValidatePromotion() Then
  FailedMessage = finBL.Error.Message(True)
  FailedControlId = "gridClients"
End If

The following HTML Widget has been updated:

• HtmlWidget_AccountNew
• Version: 1.11 (26/08/2020)