Moving Through the Submission Workflow

The workflow is divided into Steps displayed in the progress bar above the form. Each Step may contain several individual Screens, displayed in the Submission Screens widget.

The coloring of the steps indicate the current status.

Completed Step:

Once all screens in a step have been completed and saved, that section of the progress bar changes to blue.

Incomplete Step:

Any steps that have not yet been completed are shown in grey.

Current Step:

When viewing a particular screen, the current step is highlighted in dark blue or dark grey, depending on whether the step is completed or not.

Sequential Navigation and Common Controls

All screens in the workflow are organized in a specific order, as are the tabs in a tabbed grid workflow. The Next and Previous buttons at the bottom of the page are used to move through the workflow screens or tabs sequentially, one at a time, while the Save & Refresh button updates the current screen without moving. Additional options may be available, depending on the configuration of the workflow.

▲ / ▼ (previous row / next row)	When viewing a grid detail screen, either in a window or a tabbed workflow, the up and down arrows navigate to the previous or next row in the grid. This does not save the current screen or tab. If any changes have been made, a message appears warning that changes will be lost.
	In a tabbed workflow, the arrows navigate to the same tab in the previous or next row. If that tab is unavailable, it will navigate to the first tab of the workflow.
Previous	Moves to the previous screen or tab in the workflow. This is used to look back through previous screens or tabs, either for review or to make changes. Clicking Previous does not save the current screen or tab. If any changes have been made, a message appears warning that changes will be lost.
	Moving back through previous screens or tabs does not perform any validation or recalculate any values. However, using the Save and Refresh or Next buttons activates the same validations and calculations that were performed the first time through each screen or tab.
Save	Available in grid screens, this button saves the current screen and performs all validations and calculations that are associated with the current screen.
Save & Refresh	Available in workflow screens, this button saves the current screen and performs all validations and calculations that are associated with the current screen. This can be used to refresh calculations without having to proceed to the next screen and then return.
Save & Close	Available in grid screens, this button saves the current screen, performs all validations and calculations that are associated with the current screen, and then closes the window or tab workflow.
Delete	Available in grid screens, this button deletes the current row from the grid and closes the window or tab workflow.
Close	Available in grid screens, this button closes the window or tab workflow without saving any changes to the current row.
Next	Saves the current screen or tab and moves to the next screen or tab in the workflow.
	Clicking Next performs the recalculation and validation process. Calculated fields are refreshed and all data is checked against any rules defined for the completed screen or tab. Some rules may provide warnings or information, while others require corrections to the data before allowing you to proceed to the next screen or tab. Messages at the top of the page provide information about any validation results.
	Depending on the configuration of the workflow, the system may also calculate one or more preliminary quotes based on the current details.
Other Options	While navigating through the workflow, other buttons may become available. Some buttons match options available in the Actions widget, and perform exactly the same function, while others are custom-made for the product.

Jumping Directly to a Screen

The Submission Screens widget provides instant access to the entire workflow. While navigating through the workflow, the current step is expanded and all available screens within that step are displayed. All completed steps and screens are marked with a green checkmark icon, while incomplete steps and screens are marked with a red circle icon.

To jump to a different screen in the current step, click the name of the screen in the list. To jump to a screen in a different step, click the step name to expand the list of screens, then click the required screen.

Changes are not saved when jumping to a different screen. Use the Next or Save & Refresh buttons to save the current screen before navigating away.

Note: When jumping forward to Incomplete steps and screens, be aware that some fields may be dependent on fields that were skipped over. Some values may not be completely calculated, and validations may require that the skipped fields be completed before proceeding.