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Bridge User Guide - Workflow Configurations 49 Click Add Panel Behavior. The Panel Behavior Override page opens. a) Complete the necessary details to define the rule. Select how the panel will behave under the defined circumstances. Collapsed Hidden Read-Only The panel will start out collapsed when the form is displayed. The user can still expand the panel to display the fields. The panel will not be shown in the form, although it will still be present for use in triggers, calculated fields, and generating documents. The panel can be viewed, but cannot be edited. The Trigger option is used to assign a trigger to the rule. The rule will only be applied if the trigger evaluates as true. Version 2.2.1 Bridge User Guide Product Design
Bridge User Guide - Workflow Configurations 50 Notes: Use caution when creating override rules for panels that contain fields used in triggers. It can create circumstances where users will trigger changes in a form that they cannot undo. When a user makes changes in a form that will trigger an override rule, it will not occur immediately. The rule will be applied when any action is taken that saves the form. If a panel is hidden by a triggered override rule, all fields in that panel will retain their current value. Select the type of transaction the rule will apply to. New Business Endorsement Renewal Cancellation Reinstatement The original version of a submission or policy. A modification to a bound policy. A renewal for an expired policy. A cancelled policy. A policy that was reinstated after being cancelled. 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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