Managing Fields

In This Topic...

Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information.

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

Some columns have been hidden.

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

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

Select an action.

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

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

Name	Enter the name of the field. This is the configuration name, used to select this field 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 field is saved.
	Note: In addition to the common rules used by the system to generate the Code based on the Name field, this page also makes an exception for the period symbol. Periods are preserved except for those found at the beginning and end of the Name. Wherever there is a group of two or more consecutive periods, the first period of the group will be preserved and the rest will be removed.
Description	A description can be provided for the field. This information is only displayed here and in the Fields list.
External Code	This field is used for integration between the Bridge Specialty Suite and external systems or modules. This can be used in multiple ways.
	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.
Oceanwide Marine Suite	For integration with the Oceanwide Marine Suite , this code should match the Client Code field in the related custom field (EDF) in the Oceanwide Marine Suite.
Billing Module	For integrations with system data in the billing module, enter the code for the integration field.
	This field will display the current value of the integration field, although the value will be read-only, and changes to the field will not be saved.
	For a list of available integration fields, see the Billing Integration Fields section.
Claims Module	Fields can be integrated between the policy and claims modules, allowing policy information to be pulled into a claim when a policy is selected. There are two ways to achieve this.
	Shared Field: A single field is used in both the policy workflow and the claims workflow. The External Code for this field should have the "Bridge.Policy." prefix, such as "Bridge.Policy.CoverageRegion".
	Linked Fields: Two fields are linked, one in the policy workflow and one in the claims workflow. Both fields should have the same External Code, prefixed with "Bridge.Policy.", such as "Bridge.Policy.CoverageRegion".
	Whenever a policy is selected for a claim, including changing or re-selecting a policy, the claims field will be populated with the data from the associated policy field. The claims field can then be used normally for features such as calculations, conditions, and generated documents.
	Note that changes to the policy field will not automatically be copied to the claims field. The data will only be copied when selecting a policy in the claim.
	In addition, any changes to the claims field will not be copied to the policy field, and will be replaced with the policy field data if the policy is re-selected.
Control Type	Select the type of field.
Checkbox	A single checkbox, that can be checked or unchecked.

Checkbox Group	A group of two or more checkboxes, arranged horizontally, where each one can be checked or unchecked.

Combo Box	An advanced dropdown list, displaying multiple columns of data from a data source such as a pre-defined lookup table, a grid within the workflow, or a web service. This list is searchable by entering characters, and the selected option can populate multiple fields on the screen, as defined in the data source.

Date Picker	A field where the date can be entered manually, or selected from a calendar lookup.

Drop Down	A simple drop down list, displaying selections from an Option List.

File Upload	A field that allows the user to upload a single file. The user can click the Select or Drop File to Upload button to open a standard file selection window, or drag and drop a file onto the field. Once the file has been uploaded, it can be viewed by clicking the link or deleted with the Delete button.
	Note that this type of field should not be placed as the first column in a grid, or the link will open the record instead of downloading the file.



Include Exclude List	Creates two fields with controls to move items between the Include and Exclude sides.

Label	This option displays the text entered in the Default field, and cannot be changed by the user. This can be used to insert additional information into the form. Text must be entered in the Default field, and wraps around according to the selected Size.
	Note: There is a known issue where Label fields should not contain a single or double quotation mark annotation (' or "), as this will prevent the execution of Behavior Overrides and Responsively Displayed content that is subsequently configured on the same screen as the Label field.

Multi Select	A list of checkboxes, arranged vertically, allowing one or more items to be checked.

Radio Buttons	A group of two or more options, where only one can be selected.

	Note: The vertical or horizontal orientation can be selected with the Layout option further down in the panel.
Rich Text	A large text-entry field with formatting tools to display and produce rich text content. Formatting in these fields is maintained when the data is pulled into generated documents.

Text Area	A multi-line box used for blocks of simple text.

Textbox	A single-line field for simple text.

Textbox (Decimal)	Used for numerical values that may include decimals. If a Rounding Precision (see below) is not specified, the field defaults to two decimal points.

Textbox (Email)	A single-line field for one or more email addresses. Multiple addresses should be separated by commas. The system validates that all addresses are properly formatted.

Textbox (Integer)	Used for numerical values, but only accepts whole numbers.

Option Lists	For control types that include multiple options, select the list of options to be available. The option list should be created first. See the Managing Option Lists section for details.
Size	Available for Control Types with variable widths. Select the size of the field. This can be applied to the Label, Text Area, Text Box, Textbox (Decimal), Textbox (Email), and Textbox (Integer) control types.
	Note: Small size is not supported for Text Area and Textbox (Email), and Large size is not supported for Textbox (Decimal) and Textbox (Integer).
Small	The field is 124 pixels wide, including any scrollbars.

Medium	The field is 274 pixels wide, including any scrollbars.

Large	The field is 399 pixels wide, including any scrollbars.

Page Width	This option is currently inactive.
Height	For multi-line fields, this selects the height of the box. This can be applied to the Include Exclude List, Rich Text, and Text Area control types, and the exact height varies for each.
Short	For Include Exclude List fields, the height is 135 pixels, including the scrollbars and labels. For Rich Text fields, the height is 288 pixels, including the header and tool box. For Text Area fields (displayed below), the height is 56 pixels.

Medium	For Include Exclude List fields, the height is 255 pixels, including the scrollbars and labels. For Rich Text fields, the height is 538 pixels, including the header and tool box. For Text Area fields (displayed below), the height is 147 pixels.

Tall	For Include Exclude List fields, the height is 495 pixels, including the scrollbars and labels. For Rich Text fields, the height is 838 pixels, including the header and tool box. For Text Area fields (displayed below), the height is 277 pixels.

Layout	Available when the Radio Buttons option is selected for the Control Type. This selects if the options are displayed in a Horizontal or Vertical arrangement. The horizontal arrangement conserves space in the form, while the vertical arrangement allows for longer descriptions.

Fixed Height when Read-Only	Available when the Rich Text option is selected for the Control Type. This controls how the field is displayed when in read-only mode (either as a default setting or due to a field override rule).
	When checked, the field always displays at the height selected above. A scrollbar becomes available if the content exceeds the size of the field.
	When unchecked, the field height shrinks or expands to match the content of the field.
Hide Thousands Separator	Available when the Textbox (Integer) option is selected for the Control Type. This prevents the thousands separator from being shown in the displayed value, while maintaining the validation to ensure the value does not contain decimals or other characters. This is useful for displaying serial numbers or the year.
Data Source	This field is available when Combo Box is selected as the Control Type. Select the data source containing the necessary configuration. See the Managing Data Sources section for more information.
Search Mode	This field is available when Combo Box is selected as the Control Type. A combo box can be searched by entering one or more characters to filter the content.
Automatic	An Automatic search will begin once the user has entered a minimum number of characters defined in the Minimum Filter Length field. The search will refresh with each character added after the minimum.
Manual	A Manual search adds a search icon to the right of the field. The user can enter as much or as little information as they choose, then click the search icon to retrieve the appropriate results.
	Manual search is recommended when using large tables of data, or when using web services. This will result in better performance in both cases, and some web services incur charges for each search.
Minimum Filter Length	This field is available when Automatic is selected as the Search Mode. Enter the minimum number of characters to be entered before the filtered results are displayed. If the minimum length is zero, all content is available immediately.
	The user can always enter more than the minimum number of characters to further refine the search.
Disable Auto Select	This field is available when Combo Box is selected as the Control Type. When unchecked, if a search produces a single result, that result will be automatically selected. When checked, the user will need to manually select the result.
Load All Options After Saving	This field is available when Combo Box is selected as the Control Type.
Load All Options After Saving	When checked, if a user selects and saves a search result then clicks into the combo box again, the system navigates to the saved value and highlights it in the list. The system continues to display all search results.
	Note: Paging within the list is disabled when this box is checked. For this reason, this setting should only be used for small lists as large lists could suffer a performance impact when loading.
	If a user adds or removes characters from the saved result, a new search begins with the applied filtering and the combo box displays the new results.
	If a search result is selected and the user clicks into the combo box without saving, the system display all results and navigates to the selected value in the list.
	When unchecked, the combo box displays the search results based on the filtering parameters and values entered in the search. When a value is selected and saved, and the user clicks into the combo box again, only the saved result is displayed.
Correlated	For Drop Down fields, correlating the fields causes the selection of any option in the parent field to define the available options in the child field.
	Check the Correlated checkbox if this field is to be used as a parent or child.
Parent Field	If this field is to be a child field in a Correlated pairing, select the parent field from this list.
SmartUI Attributes	This field is not currently in use.

Label Text	Enter the label to appear next to the field in the workflow.
Help Text	Enter the help text to be shown when the user points to the Help icon next to the field. If no help text is provided, the Help icon is not shown.

Tip: Once the field 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.

Required	If checked, the user must complete the field before they can save the screen. Rules can be defined to override this behavior based on user type or certain circumstances.
Read-Only	If checked, the field displays its current or default value, and cannot be changed. Rules can be defined to override this behavior based on user type or certain circumstances.
Hidden	If checked, the field is not displayed on the submission form. Rules can be defined to override this behavior based on user type or certain circumstances.
Rate Driver	If checked, the field can be selected when setting up rates calculations. This option is only available for numeric fields.
Available for Triggers	If checked, the field can be selected when setting up a trigger.
Available for Reports	If checked, this field is available for use in reports (such as Cognos).
Calculated	If checked, the value of the field is calculated using a formula instead of taking user input directly.
Always Calculate	This field is visible when the Calculated checkbox is checked. The system evaluates calculated fields quite often, in response to actions such as navigation, quote calculation, validation rules, and automated scheduled calculations. Each calculated field adds to the processing time for the calculation pass.
	When this option is checked, this calculated field will be evaluated every time the system performs a calculation pass. When unchecked, this field will only be calculated when it is required for another calculation, improving performance.
	Note: The field that is to be calculated must be included in a screen that is used in a workflow in order for the field to be evaluated correctly.
Calculated Field Formula	This field is visible when the Calculated checkbox is checked. Enter the formula that the system will use to calculate the value of the field. Please see the Building Formulas section for detailed instructions on preparing formulas.
	Placeholders can be used to pull data into the formula. For a list of placeholders, see the Full Placeholders List for Policy Information section.
Apply Default	This field is visible when the Calculated checkbox is unchecked. Select how the system will generate a default value for the field.
None	The field will not have a default value.
Constant	A constant default value will be taken from the Default field below.
Formula	The default value will be generated using the formula specified in the Default Formula field below.
Default	This field is visible when Constant is selected for the Apply Default field.
	Enter a constant value to be the default value of the field.
	When providing a default value for Checkbox field types, enter "true" for checked or "false" for unchecked.
	When providing a default value for a Date Picker field, the date must be in the full system format "2017-10-28T18:16:12.3313239-04:00".
	When providing a default value for selection field types such as Drop Down or Radio Button, the option list item Code must be provided as the value.
	When viewing settings for a Rich Text Field type, the Default box appears at the bottom of the panel instead and has additional functionality. Please see the Setting Default Values for Rich Text Fields section.
	Note that default values are not supported for Multi-Select, Check box Group, or Include/Exclude Lists.
Default Formula	This field is visible when Formula is selected for the Apply Default field.
	Enter a formula to determine the default value for the field. Please see the Building Formulas section for detailed instructions on preparing formulas.
	Note: Default formulas are only evaluated for transactions in Incomplete, Quoted, and Referred status. The system will only evaluate the formula when the field value is null and the workflow screen containing the field is loaded, such as from navigating to the screen or when the screen is refreshed after taking certain actions. As the default value is only calculated on loading the screen, use caution when referencing the value from other calculated fields. If other calculated fields attempt to use the default value before it is evaluated, unexpected behavior or errors can occur. When the formula is evaluated, the result is not automatically saved. To save the result, the transaction must be saved before leaving the page. Once the field has been saved with any value, including an empty string resulting from deleting its current value, the default will not be applied again for the current transaction.
Maximum Length	This value defines the maximum number of characters that can be entered in the field. When a user is entering information, the cursor stops at the set number of characters. If pasting information into the field, only the set number of characters are pasted. This option only applies to TextBox and Textbox (Email) control types.
Rounding Precision	This value defines the number of decimal spaces permitted in the field. If a user attempts to enter a value with too many decimal spaces, an error message asks that they correct the value.
Scale	This option is currently inactive.
Minimum Value	Available when Textbox (Decimal) or Textbox (Integer) are selected for the Control Type. The field will not accept any value less than this setting.
Maximum Value	Available when Textbox (Decimal) or Textbox (Integer) are selected for the Control Type. The field will not accept any value greater than this setting.
Bind To	Fields with a Core Field Code are available for this option. Enter the Core Field Code here.
	Note: This option allows the field to be mapped to a core field in the system. This field will display the current value of the core field, and any changes to this field will be saved to the core field. This functionality is only applicable to the claims module. For additional information, see the Full Placeholders List for Claims Information section for a list of system fields.

Copy and Transaction Types	The fields for Copy and the transaction types define how field data is handled when creating a new transaction through Copy, Endorsement, ERP Endorsement, Adjustment, Declaration, Renewal, Cancellation, or Reinstatement.
Copy From Source	Copies the value of this field from the source transaction.
Do Not Copy	Does not copy the value of this field form the source transaction. Selecting this option displays two additional options to determine how the target field is handled. This is preset to Default, causing the target field to revert to its default settings.
Copy Different Field From Source	Copies the value from a selected field in the source transaction. On selecting this option, the Select Field drop-down appears, listing active fields of the same type. Select the field to copy the value from. In the case of a calculated field, this copies the calculated value, and not the formula itself.
Copy Policy Data	This setting defines how field data is handled when using the Copy Policy Data action, which imports data to the current transaction from another transaction under the same product.
Copy From Source	Copies the value of this field from the source transaction.
Do Not Copy	Does not copy the value of this field form the source transaction. Selecting this option displays two additional options to determine how the target field is handled. This is preset to Do Nothing, which does not make any changes to the field in the current transaction.
Copy Different Field From Source	This option is not available for the Copy Policy Data field.

The Status panel becomes available once the field has been saved.

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

Select an action.

Click Add or Save to save the field and remain on the page.
Click Add & Close or Save & Close to save the field and return to the fields list.
Click Check Dependencies to view how this field Uses and Is Used By other system components. The Workflow Dependency Tool opens in a separate window browser. See the Workflow Dependency Tool section.
Click Copy to create a copy of the current field. See the Copying a Field section.
Click Publish to publish the Calculated Field Formula for calculated fields. See the Publishing a Calculated Field's Formula section.
Click Close or Cancel to return to the fields list without saving the field.

Setting Default Values for Rich Text Fields

When viewing the configuration for Rich Text Field types, the Default box has additional functionality.

All text can be formatted using the options in the toolbar.

Existing clauses can be inserted from the clause library.

Click Import Content. The Import Content page opens.

Select a clause from the Clause Library field. Click on the View link to preview the selected clause.
Click Import to return to the Field Management page and insert the clause at the end of the current default text, or click Close to return to the Field Management page without adding the clause.
Click Save once the default text is complete.

Copying a Field

To save time when creating groups of similar fields, an existing field can be copied under a new name.

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 Fields. The Fields page opens with a list of all available fields within the current container and any shared containers.

Some columns have been hidden.

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

If there are a large number of available fields, see the Using Grids section for help on finding the appropriate field.

Click a link in the Name column to view an existing field, the Field Management page opens.
Click the Copy button. The Copy Field window opens.

Enter the Name of the new field.
Click Next to save the field and proceed to the Field management page for the new field, or click Cancel to return to the original field without saving the copy.
The new field is available in the fields list, and can be edited as needed.

Note: The Correlated and Parent Field settings cannot be copied due to the unique connections between the field and the parent. When copying a correlated field, a new correlation must be created manually.

An Inactive field can be copied, with the copy being Active by default.

Publishing a Calculated Field's Formula

The content of a Calculated Field Formula can be published directly from the Field Management page. This allows it to be quickly published for testing or to be used immediately without publishing the rest of the workflow.

Note: This feature can only be used for a field that has been included in a published workflow and is still part of that workflow.

The purpose of this feature is to quickly publish changes to the Calculated Field Formula, and can not be used to publish any other settings for the field.

This functionality is supported for both Calculated Field Formulas and Default Formulas.

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 Fields. The Fields page opens with a list of all available fields within the current container and any shared containers.

Some columns have been hidden.

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

Click a link in the Name column to view an existing field. The Field Management page opens.
Navigate to the Calculated Field Formula field and modify the formula as needed. For information on building formulas, see the Building Formulas section.
Click the Publish button to publish the new Calculated Field Formula, or click Cancel to return to Fields page without publishing the field.

Note: When publishing a Calculated Field Formula in a Workflow Container that has been shared with one or more "receiver" containers, the field formula will be updated in all "receiver" containers that have this shared component. For more information on shared containers, see the Managing Shared Containers section.

Tip: Once the field is successfully published, a message will appear at the top of the Field Management page confirming which Workflow Containers the new Calculated Field Formula has been published to.