•In order to support rate calculations based on the calculated results of other premium types, the sequence of calculations has been adjusted to complete all calculations for a single premium type before continuing to the next premium type.
The premium type with the lowest initial sequence number is processed first. Once all calculations are complete, the premium type with the next-lowest initial sequence number is processed.
•In order to save time when building workflows, fields can now be copied with almost all settings duplicated. A Copy button has been added to the Field Management page. On clicking Copy, a window opens where a new field name must be provided. This new name will produce a new Code.
Note that the Correlated and Parent Field settings will not be copied, and must be recreated.
•In the Panel Management page, if the Label Text and Help Text fields are both blank, the panel header will be hidden in the workflow. This can be used to arrange panels so that they appear to be a single panel, while each panel maintains distinct display and override rules.
Hiding the header removes the control to collapse or expand the panel. For this reason, any settings or overrides to collapse the panel will not be applied if the header is hidden.
•In various places throughout the system, lengthy checkbox lists have been replaced with Include/Exclude controls to make it easier to select multiple options. This has been applied to lists of Transaction Types, Transaction Statuses, and Security Roles. No changes have been made to any user-defined fields or workflows.
•The list grids for fields, panels, and screens have been enhanced to provide better search and filter options. Many of the settings are now included in the grid by default, with additional new columns identifying what fields, panels, screens, and workflows are associated to the resource. These new columns can be hidden using the Select Columns option available when right-clicking the header.
•When working with Validation & Workflow Actions in the master cover, all entries in the Trigger column have been converted to links. Clicking a link opens the selected trigger page in a new tab or new window, depending on your browser settings.
•A new Workflow Event Type has been added. Get Quote / Recalculate Quote - Incomplete or Quoted to Incomplete can now be selected when configuring automatic emails. This will activate when a quote is calculated and triggers a quote validation, whether the quote calculation was performed manually or activated by navigating through the workflow.
•When selecting a distributor during the creation of a New Business transaction, the Select Distributor grid now includes the Code for each distributor.
•Corrected issue where correlated field values would not display properly in grids.
•Corrected issue where the $Sum function could only find the first premium entry.
•Corrected issue where updating a distributor record would detach the distributor from any master covers.