Managing Panels

Panels are used to collect multiple fields, usually related, into a group for use in the workflow.

Panels can be manually expanded and collapsed using the and icons or by clicking in an empty area of the panel header. Panels can be set to appear in expanded or collapsed form by default.

Note: These instructions are for the Panels management section within the Workflow Containers. For details on the legacy version of the feature, please refer to the documentation for version 2.5.112 or earlier.

Open the appropriate Workflow Container. For instructions on finding and opening a container, see the section on Managing Workflow Containers.
In the Workflow Container Menu widget, open the Workflow Management group and select Panels. The Panels page opens with a list of all available panels within the current container and any shared containers.

Some columns have been hidden.

Tip: By default, only Active panels are displayed. Clear the filter in the Status column to view all panels.

If there are a large number of available panels, see the Using Grids section for help on finding the appropriate panels.
Select an action.

Click a link in the Name column to view an existing panel.
Click Create to add a new panel.
Check the boxes for one or more panels and click Deactivate to disable the selected panels. A panel can also be deactivated from the Panel Management page. Inactive panels will still be functional in existing configurations, but cannot be selected for new configurations.

On viewing or creating a panel, the Panel Management page opens.

The panels and fields are described below. Fields marked with a red asterisk * are required.

Name	Enter the name of the panel. This is the configuration name, used to select this panel when connecting it to other elements of the workflow. This name does not appear in the workflow itself.
Code	This is an internal reference code which is generated by the system when the panel is saved.
Description	A description can be provided for the panel. This information is only displayed here and in the Panels list.
External Code	This field is used for integration between the Bridge Specialty Suite and external systems.
	The code should not include spaces. Any spaces are removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided.
Label Text	Enter the label to be shown at the top of the panel. When the panel is collapsed, this label is the only part that shows, so the label should be descriptive enough for users to locate the fields they need.
Help Text	Enter the help text to be shown when the user clicks on the Help icon in the panel header.
	Tips: If the Label Text and Help Text fields are both blank, the panel header will be hidden. 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 Once the panel has been saved, the Label Text and Help Text become available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text. For details on customizing languages, see the Custom Labels section.
Control Type	Select the format of the panel. Note that once the panel has been saved, the control type cannot be modified.
Form	The fields are presented in order of sequence, arranged according to the Layout and Column Layout settings.
SmartView	The panel is displayed as a SmartView dashboard. When selected, this option displays the Dashboard GUID field to define the dashboard. All other configuration must be done in the dashboard itself within SmartView.
	Note: This feature only supports the configuration of one SmartView panel within a screen, however, other panel types and grids may be configured on the same screen as a SmartView panel.
Dashboard GUID	This field is available when SmartView is selected as the Control Type. Enter the 32 character alpha-numeric code used to specify the SmartView dashboard to be displayed in the panel.
Layout	This field is available when Form is selected as the Control Type. Select how the labels and fields will be positioned in the panel.
Horizontal	The labels will appear to the left of the field. This is the most common setting for fields with short labels.

Vertical	The labels will appear above the fields. This is useful for fields with very long labels, such as a detailed question.

Column Layout	This field is available when Form is selected as the Control Type. Select how the fields will be arranged in the panel.
Single	The panel will have a single column of fields. This provides the greatest amount of space for wide fields and specific field control types.

Double	The panel will have two columns of fields. This is useful for panels with many short fields.

	Note: There are some field restrictions when using Double columns. For Combo Box, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer) fields, if the Size is set to anything greater than Small, the field will be resized to fit the column. For Drop Down fields, if the Size is set to anything greater than Small, the field will be changed to Small when publishing the workflow. File Upload, Include Exclude List, and Rich Text field types are too large and cannot be resized, so they cannot be included in a double-column layout. Text Area fields can be included, but only if Vertical is selected as the Layout Type. The Horizontal layout is too wide.

Managing Fields in the Panel

The Fields panel becomes available once the current panel configuration has been saved, and Form is selected as the Control Type. This panel lists all fields included in the current panel, and is used to manage the field configurations.

Select an action.

Click a link in the Name column to view an existing field configuration.
Click Add Fields to add a new field configuration.
Check the boxes for one or more field configurations and click Delete to remove the selected fields from the panel.

If adding a field, the Add Fields window opens, proceed to the next step. If viewing an existing field, the Edit Field window opens, proceed to step f below.
In the Add Fields window, 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.

Click 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 manually changed 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 the sequence number for a field, 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.

Select an action.

Click Save to save the field and keep the window open.
Click Save & Close to save the field and close the window.
Click Close to close the window without saving the field.

Managing Panel Behavior Overrides

The Panel Behavior Override panel becomes available once the current panel configuration has been saved, and Form is selected as the Control Type.

By default, each panel is open, visible, and editable at all stages and statuses of the transaction or claim. The Panel Behavior Override panel is used to manage rules that change the behavior based on a variety of options. The table lists all defined rules for the current panel.

Tip: Overrides take effect when the page refreshes. Responsive Display of Panels, detailed in the Managing Screens section, causes panels to hide or appear immediately, and may be a useful alternative to overrides.

Select an action.

Click a link in the Transaction Type Is column to view an existing override rule.
Click Add Panel Behavior to add a new override rule.
Check the boxes for one or more override rules and click Delete to remove the selected overrides from the panel.

On viewing or creating an override rule, the Panel Behavior Override page opens.

The panels and fields are described below.

Select how the panel should behave under the defined circumstances.

Collapsed	The panel starts out collapsed when the form is displayed. The user can still expand the panel to display the fields.
Hidden	The panel is not shown in the form, although it is still present for use in triggers, calculated fields, and generating documents.
Read-Only	The panel can be viewed, but cannot be edited.

The Trigger field is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes:

Use caution when creating override rules for panels that contain fields used in triggers. It can create circumstances where users activate changes in a form and are unable to undo the changes.

When a user makes changes in a screen that activates an override rule, it does not occur immediately. The rule is applied when any action is taken that saves and refreshes the screen.

If a panel is changed to hidden by an override rule, all fields in that panel retain their current value.

Select the types of transaction where the rule applies.

New Business	The original version of a transaction or policy.
Endorsement	A modification to a bound policy.
Adjustment	An adjustment to a bound policy.
Declaration	A periodical modification to a bound policy.
Renewal	A renewal for an expired policy.
Cancellation	A cancelled policy.
Reinstatement	A policy that was reinstated after being cancelled.

Select the transaction or policy statuses where the rule applies.

Incomplete	A transaction that has not yet had a quote calculated.
Quoted	A transaction that has been quoted and is ready to be bound.
Referred	A transaction that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review.
Bound	A policy that has been bound.
Declined	A transaction that went into quote request or referral, but has been declined.
Indication Provided	A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information.
Underwriting Required	A transaction that does not meet the requirements of the master cover and must either be corrected or submitted to the insurance representatives for review.
Payment Pending	A transaction that is awaiting payment before being bound.
Lost	A quoted transaction that has been marked as lost business.
Rescinded	A cancellation transaction that has been rescinded.

Select the types of user where the rule applies. The user viewing the screen must have one or more of the selected security roles in order for the rule to be applied.

Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all options must be selected.

Select an action.

When creating a new rule, click Add & New to save the rule and clear the form to add additional rules.
When viewing an existing rule, click Save to save the rule and remain on the page.
Click Add & Close or Save & Close to save the rule and return to the panel details.
Click Close to return to the panel details without saving the rule.

Managing Field Behavior Overrides

The Field Behavior Override panel becomes available once the current panel configuration has been saved, and Form is selected as the Control Type.

When each field was created, default behavior was defined. The Field Behavior Override panel is used to manage rules that change the behavior based on a variety of options. The table lists all currently defined rules for the current panel.

Tip: Overrides take effect when the page refreshes. Responsive Display of Fields, detailed in the Managing Responsive Display of Fields section, causes fields to hide or appear immediately, and may be a useful alternative to overrides.

Select an action.

Click a link in the Name column to view an existing override rule.
Click Add Field Behavior to add a new override rule.
Check the boxes for one or more override rules and click Delete to remove the selected overrides from the panel.

On viewing or creating an override rule, the Field Behavior Override page opens.

The panels and fields are described below. Fields marked with a red asterisk * are required.

Panel/Grid

Displays the Name of the currently selected panel.

Select the fields where the rule applies. All required fields should be added to the panel before defining the rules. If any fields are added to the panel that should be included in an existing rule, the rule must be edited to select the new fields.

Select how the field should behave under the defined circumstances. For each option select Yes to apply the behavior or No to not apply it.

Required	The field must be completed before the user can save the screen.
Hidden	The field is not shown in the form.
Read-Only	The field can be viewed, but cannot be edited.

The Trigger field is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes:

Use caution when creating override rules for fields that are used in triggers. It can create circumstances where users activate changes in a form and are unable to undo the changes.

When a user makes changes in a screen that activates an override rule, it does not occur immediately. The rule is applied when any action is taken that saves and refreshes the screen.

If a field is changed to hidden by an override rule, it retains its current value.

If a Rich Text field is made Read-Only, any Responsive Display configurations for that field will not be applied.

Select the types of transaction where the rule applies.

New Business	The original version of a transaction or policy.
Endorsement	A modification to a bound policy.
Adjustment	An adjustment to a bound policy.
Declaration	A periodical modification to a bound policy.
Renewal	A renewal for an expired policy.
Cancellation	A cancelled policy.
Reinstatement	A policy that was reinstated after being cancelled.

Select the transaction or policy statuses where the rule applies.

Incomplete	A transaction that has not yet had a quote calculated.
Underwriting Required	A transaction that does not meet the requirements of the master cover and must either be corrected or submitted to the insurance representatives for review.
Quoted	A transaction that has been quoted and is ready to be bound.
Referred	A transaction that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review.
Bound	A policy that has been bound.
Rescinded	A cancellation transaction that has been rescinded.
Declined	A transaction that went into quote request or referral, but has been declined.
Lost	A quoted transaction that has been marked as lost business.

Select the types of user where the rule applies. The user viewing the screen must have one or more of the selected security roles in order for the rule to be applied.

Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all options must be selected.

Select an action.

When creating a new rule, click Save & New to save the rule and clear the form to add additional rules.
When viewing an existing rule, click Save to save the rule and remain on the page.
Click Save & Close to save the rule and return to the panel details.
Click Close to return to the panel details without saving the rule.

Managing Responsive Display of Fields

The Responsive Display of Fields panel becomes available once the current panel configuration has been saved, and Form is selected as the Control Type.

In some cases, certain information will only be necessary under certain conditions. Responsive Display of Fields configurations allow fields to be hidden or displayed immediately when the user selects specific options in the panel.

Select an action.

Click a link in the Control Field column to view an existing display configuration.
Click Add to add a new display configuration.
Check the boxes for one or more display configurations and click Delete to remove the selected configurations from the panel. Individual configurations can also be deleted from the Responsive Display of Fields window.

On viewing or creating a display configuration, the Responsive Display of Fields window opens.

The panels and fields are described below. Fields marked with a red asterisk * are required.

Control Field	Select the field from the current panel that will control the display of the fields. Fields of type Checkbox, Radio Buttons, and Combo Box are available.
Control Field Options	This field is available when a Radio Buttons or Combo Box type field is selected as the Control Field.
	For a Radio Buttons control field, this will be an include/exclude field. Select which options will display the selected fields. A selected option cannot be used in more than one configuration.
	For a Combo Box control field, this will be a text field. Enter all values that will display the selected fields, separated by semi-colons. These should be the key values defined in the Data Source for the combo box. Spaces are permitted, but any spaces at the beginning or end of individual values will be ignored. A value cannot be used in more than one configuration.
Fields to Display	Select the fields from the current panel that will be affected by this configuration. When the checkbox is checked or one of the Control Field Options are selected, the fields will be displayed. Note that File Upload and Rich Text control types are unavailable for this feature.

Notes:

If data exists in a field, either a default value or entered by the user, it will be maintained whether the field is displayed or hidden.

Rich Text fields can be responsively disclosed, but not when they are Read Only. If a rich text field is set to read-only, either as a default setting or as an override, it will be visible regardless of the responsive display configuration.

Use caution when creating two or more responsive display configurations that use different control fields to display the same field. If any of the control fields are changed to meet the conditions, the field will be displayed, regardless of the other control fields. If any of the control fields are changed to no longer meet the conditions, the field will be hidden, regardless of the other control fields.

Select an action.

When viewing an existing configuration, use the previous row and next row buttons, ▲ / ▼, to step through the configurations.
Click Save & New to save the configuration and clear the form to add additional configurations.
Click Save & Close to save the configuration and close the window.
When viewing an existing configuration, click Delete to remove the configuration from the panel.
Click Close to close the window without saving the configuration.

The Status panel becomes available once the current panel configuration has been saved.

Active	Marks the panel as active and available for use. Inactive panels will still be functional in existing configurations, but cannot be selected for new configurations.
Created By	Identifies the date and time the panel was created, and the user who created it.
Last Modified By	Identifies the last date and time the panel was changed, and the user who made the changes.

On the Panel Management page, select an action.

Click Add or Save to save the panel but remain on the page.
Click Add & Close or Save & Close to save the panel and return to the panels list.
Click Close to return to the panels list without saving the panel.