Managing Screens

Screens are used to group panels together. Each screen is one page in the final workflow, with navigation tools to move between screens.

Note: These instructions are for the Screens 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 Screens. The Screens page opens with a list of all available screens within the current container and any shared containers.

Some columns have been hidden.

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

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

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

On viewing or creating a screen, the Screen Management page opens.
The panels and fields are described below. Fields marked with a red asterisk * are required.

Name	Enter the name of the screen. This is the configuration name, used to select this screen when connecting it to other elements of the workflow. This name does not appear in the workflow itself.
Code	This is an internal reference name which is generated by the system when the screen is saved.
Description	A description can be provided for the screen. This information is only displayed here and in the Screens list.
Label	Enter the label to be shown at the top of the screen.
	Tip: Once the screen has been saved, the Label Text becomes 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.
Emphasize Actions	As the user navigates through the workflow, there may be screens where certain actions are common and expected, such as binding the submission on the last page, requesting a special quote on a summary page, or printing a specific document related to the content of the screen.
	This option allows specific buttons to be displayed at the bottom of the screen along with the navigation buttons. Each button matches an option in the Actions widget, performs exactly the same function, and follows the same rules for availability based on the transaction type, status, and the rights of the user. Even when activated for a particular screen, the button only appears if the matching option is available in the Actions widget.
	Check the box for each button to be enabled for the current screen.
	Depending on system settings, any buttons that do not fit within the available space in the Screen Button Bar will either be hidden or will wrap to another line.
Preserve State Upon Modification	This option is currently inactive.
Open Screen in Modal Mode	This option allows a screen to open as a window, rather than a step or tab within a workflow.
Open Screen in Modal Mode	Configuration must be completed by Insurity to enable this feature. Please contact your Insurity representative.

The Panels list becomes available once the current screen configuration has been saved. It lists all panels within the screen.

Select an action.

Click a link in the Name column to view an existing panel configuration.
Click Create to add a new panel configuration.

On viewing or creating a panel configuration, the Panel window opens.
The panels and fields are described below. Fields marked with a red asterisk * are required.

Panel	Select the panel to add to the screen. This field cannot be changed once the configuration has been saved.
Sequence	Enter a Sequence number. This determines the order of the panels, with lower numbers appearing first.
	Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new panels to be added to the list at a later date, inserted between existing panels. Otherwise, the sequence numbers of existing panels must be changed to allow for the new addition.

Select an action.

When viewing an existing configuration, use the previous row and next row buttons, ▲ / ▼, to step through the configurations.
Click Save to save the configuration but remain on the current configuration.
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 panel configuration from the screen.
Click Close to close the window without saving the configuration.

The Responsive Display of Panels list becomes available once the current screen configuration has been saved.

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

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 screen. Individual configurations can also be deleted from the Responsive Display of Panels window.

On viewing or creating a display configuration, the Responsive Display of Panels 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 screen that will control the display of the panels. 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 panels. 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 panels, 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.
Panels to Display	Select the panels from the current screen that will be affected by this configuration. When the checkbox is checked or one of the Control Field Options are selected, the panels will be displayed.

Notes:

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

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

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

Select an action.

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