Help Text Enter the help text to be shown when the user points to the Help icon next to the field. If no help text is provided, the Help icon is not shown. Required If checked, the user must complete the field before they can save the screen. Rules can be defined to override this behavior based on user type or certain circumstances. Read-Only If checked, the field displays its current or default value, and cannot be changed. Rules can be defined to override this behavior based on user type or certain circumstances. Hidden If checked, the field is not displayed on the submission form. Rules can be defined to override this behavior based on user type or certain circumstances. Rate Driver If checked, the field can be selected when setting up rates calculations. This option is only available for numeric fields. Available for Triggers If checked, the field can be selected when setting up a trigger. Available for Reports If checked, this field is available for use in reports (such as Cognos). Calculated If checked, the value of the field is calculated from other fields instead of taking user input directly. Calculated Field Formula If Calculated has been checked, the formula should be entered in this Please see the section on Building Formulas in the Calculated Fields Guide for detailed instructions on preparing formulas. Default If the field should contain a default value, enter it here. When viewing settings for a Rich Text Field type, the Default box appears at the bottom of the panel instead and has additional functionality. Please see the section below. Maximum Length This value defines the maximum number of characters that can be entered in the field. When a user is entering information, the cursor stops at the set number of characters. If pasting information into the field, only the set number of characters are pasted. This option only functions for TextBox and Textbox (Email) control types. Rounding Precision This value defines the number of decimal spaces permitted in the field. If a user attempts to enter a value with too many decimal spaces, an error message asks that they correct the value. Scale This option is currently inactive.
 Note: If a row is copied, each is copied according to the individual copy settings, either copying the content or resetting the field back to its default value. If a row is not copied, the individual copy settings for each field are ignored. Click Add to save the panel. Additional sections are added to complete the configuration. Select the fields to be included in the The Fields grid displays all currently attached fields, and their settings. Click Add Fields. The Add Fields window opens. The Available Fields panel lists all fields that are available for use in the panel. The columns can be sorted and filtered to locate the necessary fields, then click Add for each one in the order they should appear in the panel. Each field is grayed out as it is selected. Bulk Add to add all selected fields to the Included Fields list. As each field is added, default sequence numbers are assigned in increments of ten and the configuration is saved. The sequence numbers can be changed manually later in the process. When all fields have been added, click Close to close the window. The Fields panel lists all fields currently included in the panel. To update details such as the sequence number and whether or not the field will be displayed in grids (for Grid and Premium Grid panels), click a link in the Name column. The Edit Field window opens. Name Displays the name of the selected field. Sequence The assigned sequence number can be changed.  Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new fields to be added to the list at a later date, inserted between existing fields. Otherwise, the sequence numbers of existing fields must be changed to allow for the new addition.
 Tip: By default, only Active workflows are displayed. Clear the filter in the Status column to view all workflows. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the section on Using Grids in the User Guide - Introduction document for help on finding the appropriate workflow. See the section on for a detailed description of the fields. All fields may be edited, if necessary, except for the Code and the Style. To edit or delete a step, click the link in the Label column to view the step. Make any necessary changes. To edit screens, double-click in the field to be edited, make the changes, and click outside the field. The screen is highlighted in gray to indicate that the changes have not been accepted. To delete a screen, right click the screen in the grid and select Delete. The panel is highlighted in red to indicate that the changes have not been accepted. Once all changes have been made, right-click inside the table and select Accept All Changes. This saves the current table. Click Save & Close to save the current step and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the current step, or click Delete to delete the current step from the workflow. If a screen is removed from the workflow, any override rules associated with that screen are deleted automatically. To edit a screen override rule, click a link in the Screen column to view the specific rule for that screen (more than one rule may exist per screen). The Screen Behavior Override window opens with the details of the rule. All settings may be edited, except for the Hidden checkbox and the Screen selection. Click Save & Close to save the current rule and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the rule, or click Delete to delete the rule. When back on the Workflow Management page, click Save to save any changes and remain on the page, click Save & Close to save and return to the workflows list, or click Close to return to the workflows list without saving any changes.
Index A Additional Resources 88 Appendix A - E-mail Syntax 121 Appendix B - Advanced Trigger Design 124 C Copying a 40 Creating a New Clause 89 Creating a New Email Template 103 Creating a New Field 27 Creating a New Integration Configuration 67 Creating a New Option List 19 Creating a New Panel 43 Creating a New Premium Type 7 Creating a New Product 2 Creating a New Screen 60 Creating a New Trigger 94 Creating a New Workflow 75 D Deactivating a Clause 92 Deactivating a Configuration 74 Deactivating a Document Template 111 Deactivating a Field 41 Deactivating a Lookup Table 17 Deactivating a 58 Deactivating a Premium Type 10 Deactivating a Product 5 Deactivating a Screen 66 Deactivating a Trigger 101 Deactivating a Workflow 85 Deactivating an Email Template 106 Deactivating an Option List 25 Deleting a Lookup Table Version 18 Download Word Ribbon 118 E Export 113 Export / Import 113 G Guide 1 I Import 115 Integration Configurations 67 Introduction 1 L Lookup Tables 11 M Managing Clauses 89 Managing Document Templates 108 Managing Email Templates 103 Managing Fields 27 Managing Panels 43 Managing Screens 60 Managing Triggers 94 Managing Workflows 75 Master Covers 120 Mixing And and Or 124 O Option Lists 19 P Premium 7 Preparing the Lookup File 11 Products 2 Publishing a Workflow 84 R Reference 121 S Setting Default Values for Rich Text Fields 37 T Tables 121 Triggers 122 U Uploading a New Document Template 108