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Bridge User Guide - Workflow Configurations 45 Managing Panels Panels are used to collect multiple fields, usually related, into a group for use on the submission form. Panels are also used to define specific behaviors depending on a variety of factors such as the status of the submission or policy, the type of business, or the security settings of the user viewing the submission or policy. Individual behavior settings can also be applied to each of the fields attached to the panel, and will override the default settings of the fields when the conditions are met. Panels can be manually collapsed and expanded using the and icons or by clicking in an empty area of the panel header, and they can be set to appear in collapsed form by default. Creating a New Panel 1. In the main menu, select Product Design, then select Workflow Configurations, then Panels. A list of all available panels is displayed. <strong>Tip</strong>: By default, only Active panels will be displayed. Clear the filter in the Status column to view all panels. 2. Click Create. The Panel Management page opens. 3. Fill in the necessary information. Version 2.2.1 Bridge User Guide Product Design
Bridge User Guide - Workflow Configurations 46 Name Code External Code Panel Label Text Enter the name of the Panel. This is the internal name, used to select this panel when connecting it to other elements of the form. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the panel is saved. This field is used for integration between Bridge and external systems. The code should not include spaces. Any spaces will be removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided. Enter the label that will 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 that will be shown when the user clicks on the Help icon in the panel header. Line of Business Control Type Select a Line of Business from the list of industry presets, or select All to make the panel available to all lines. Select the format of the panel. Version 2.2.1 Bridge User Guide Product Design
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Bridge User Guide - Export / Import
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Appendices Bridge User Guide - Appe
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