Add field usage

Use field usage to specify whether a field is derived, hidden, unavailable, or user entered by default. You can also specify conditional exceptions to this property.

Before you begin

  • Set Product Design Mode to Designer or above.

About this task

You can add field usage properties on the Product Definition screen. Alternatively, you can add properties in a submission or policy transaction that displays the Risk Details screen.

Field usage can include conditional exceptions that change usage for special circumstances. For example, the default for a Test Field field is user entered (Field Usage column is User Entered). A conditional exception changes the Test Field field’s usage to unavailable if the base jurisdiction is California.

Note: Field usage is a product model property.

This example creates a submission using the Ray Newton policy in the sample data.

Procedure

  1. Select a product at the top of the APD Managed tab.
    The selected product appears in the Details tab.
  2. Click Edit Product.
    PolicyCenter displays the Product Definition screen.
  3. Select the Fields tab.
  4. Click Add to add a text field named Test Field.
  5. In Test Field, select User Entered in the Field Usage column.
  6. In Default Usage, select a default value from the drop-down list.
  7. In Conditional Exceptions, click Add Condition to add a conditional exception.
  8. Set the value of the conditional exception in Usage Resulting Value. You can set it to Unavailable.
  9. Click Add to add a condition.
  10. For example, in Element select Policy:Base Jurisdiction, specify the Operator as =, and set the Matching Value to California.
    Depending upon the Attribute type, the Operator can be:

    =

    		 Equal to
    != Not equal to
    < Less than
    > Greater than
    <= Less than or equal to
    >= Greater than or equal to
  • Test
    1. To test your default properties, switch Product Design Mode to Use.
    2. From the Ray Newton account, start a submission using this product and navigate to the Policy Contract.
    3. Go to the Risk Details screen and select Risk Objects.
    4. Select Add > Add Group.
      Because you are in the Ray Newton policy which is in California, the Test Field field does not appear on Risk Details.
  • Changing field usage in Policy Contract
    1. Switch Product Design Mode to Design or higher, then return to the Risk Details in the Policy Contract.
      In the Test Field field, Default Value is empty and you cannot enter a value. The Field Usage column displays Unavailable because Test Field is unavailable in California.
    2. In the Field Usage column for Test Field, click Unavailable.
      The Usage Property for popup appears and you can modify the property.