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Reference

A Workflow Event is when a specific action is performed in the workflow, either by a user or by the system. Some options in the system can be set to activate when a specific action occurs.

The table below provides the following information:

Name	The name of the event type as it appears in the selection list.
Transaction Type	The type(s) of business the event applies to.
Source Status	The "Before" status of the transaction.
Action	The action taken by the user or the system. This corresponds to the option in the Actions widget, except where noted otherwise. There may be additional steps required to complete the action.
Destination Status	The "After" status of the transaction.

Any specific notes related to an event are listed below the table.

Name	Transaction Type	Source Status	Action	Destination Status
Accept Compliance - Referral Pending ¹	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Compliance	Accept Compliance	Referred
Accept Compliance - Release Compliance Referral ¹	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Compliance	Accept Compliance	Quoted
Add - Attachment⁴	N/A	N/A	None (files attached through the Attachments feature, a File Upload field, or by a web service)	N/A
Add/Update - Document⁵	N/A	N/A	None (documents generated through the Print Document action, or documents generated or modified through the Documents/Forms feature or by a web service)	N/A
Bind - New Business	New Business	Quoted	Bind	Bound
Bind - Endorsement	Endorsement	Quoted	Bind	Bound
Bind - Adjustment	Adjustment	Quoted	Bind	Bound
Bind - Declaration	Declaration	Quoted	Bind	Bound
Bind - Renewal	Renewal	Quoted	Bind	Bound
Bind - From Referral - New Business	New Business	Referred - Any	Bind	Bound
Bind - From Referral - Endorsement	Endorsement	Referred - Any	Bind	Bound
Bind - From Referral - Adjustment	Adjustment	Referred - Any	Bind	Bound
Bind - From Referral - Declaration	Declaration	Referred - Any	Bind	Bound
Bind - From Referral - Renewal	Renewal	Referred - Any	Bind	Bound
Bind - ERP Endorsement	ERP Endorsement	Quoted	Bind	Bound
Initiate Cancellation	New Business, Endorsement, Adjustment, Declaration, Renewal	Bound	Cancel	Cancellation - Quoted
Confirm Cancellation	Cancellation	Quoted	Confirm Cancellation	Cancelled ²
Decline - From Manual Bind Request	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred - Manual Bind Request	Decline	Declined
Decline - From Referral	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred - Regular	Decline	Declined
Decline - From Special Quote Request	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred - Special Request	Decline	Declined
Get Quote / Recalculate Quote - New Business	New Business	Incomplete or Underwriting Required or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - Endorsement	Endorsement	Incomplete or Underwriting Required or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - ERP Endorsement	ERP Endorsement	Incomplete or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - Adjustment	Adjustment	Incomplete or Underwriting Required or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - Declaration	Declaration	Incomplete or Underwriting Required or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - Renewal	Renewal	Incomplete or Underwriting Required or Quoted or Lost	Calculate Quote or Recalculate Quote	Quoted
Get Quote / Recalculate Quote - Incomplete or Quoted to Incomplete	New Business, Endorsement, Adjustment, Declaration, Renewal	Incomplete or Quoted	Quote calculation, activated manually or through navigation, triggering a quote validation.	Incomplete
Get Quote / Recalculate Quote - Referred to Referred	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred	Calculate Quote or Recalculate Quote	Referred
Get Quote / Recalculate Quote - To Referred	New Business, Endorsement, Adjustment, Declaration, Renewal	Any	Calculate Quote or Recalculate Quote	Referred
Get Quote / Recalculate Quote – To Underwriting Required	New Business, Endorsement, Adjustment, Declaration, Renewal	Any	Calculate Quote or Calculate Quote	Underwriting Required³
Issue Quote - From Existing Quote	New Business, Endorsement, Adjustment, Declaration, Renewal	Quoted	Issue Quote	Quoted
Issue Quote - From Lost Quote	New Business, Endorsement, Adjustment, Declaration, Renewal	Lost	Issue Quote	Quoted
Issue Quote - From Manual Bind Request	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Manual Bind Request	Issue Quote	Quoted
Issue Quote - From Referral	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Regular	Issue Quote	Quoted
Issue Quote - From Special Quote Request	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Special Quote Request	Issue Quote	Quoted
Mark As Lost - New Business	New Business	Quoted	Mark as Lost	Lost
Mark As Lost - Endorsement	Endorsement	Quoted	Mark as Lost	Lost
Mark As Lost - ERP Endorsement	ERP Endorsement	Quoted	Mark as Lost	Lost
Mark As Lost - Adjustment	Adjustment	Quoted	Mark as Lost	Lost
Mark As Lost - Renewal	Renewal	Quoted	Mark as Lost	Lost
Reject Compliance	New Business, Endorsement, Adjustment, Declaration, Renewal	Referred-Compliance	Reject Compliance	Declined
Renew	Renewal	Bound	Renew	Incomplete
Request Bind - Manual Bind Request	New Business, Endorsement, Adjustment, Declaration, Renewal	Quoted	Request Bind	Referred-Manual Bind
Request Quote - Submit Compliance Referral	New Business, Endorsement, Adjustment, Declaration, Renewal	Underwriting Required	Request Quote	Referred-Compliance
Request Quote - Submit Referral	New Business, Endorsement, Adjustment, Declaration, Renewal	Underwriting Required	Request Quote	Referred-Regular
Request Special Quote	New Business, Endorsement, Adjustment, Declaration, Renewal	Quoted	Request Special Quote	Referred-Special Quote
Void	Endorsement, Adjustment	Bound	Void	Bound with a Correction Type of Void.

1 - Accepting compliance can have two different results. If referral conditions exist along with the compliance conditions, the referral must be reviewed and approved separately from the compliance. If no referral conditions exist, the submission goes into Quoted status.

2 - When a Cancellation transaction is confirmed, the transaction itself is considered Bound while the policy is marked as Cancelled. The Destination Status of Cancelled refers to the policy and not the transaction.

3 - Users with a certain security right, commonly Underwriter users, will go straight to Referred status without going through Underwriting Required status. In these cases, emails associated to this event will not be sent.

4 - When this event is used to send automatic e-mails, the attached file will be included in the e-mail as an attachment.

5 - When this event is used to send automatic e-mails, the generated document will be included in the e-mail as an attachment. Generating Draft documents will not activate this event. For documents generated by an E-Signature integration, the event will activate when the document is successfully signed, not during the initial generation of the document.