Search for form pattern

About this task

You can search for form patterns by form number or product.

Procedure

  1. Select Administration > Business Settings > Policy Form Patterns.

    To view this menu item, you must have the View form pattern permission. The code for this permission is formpatview.

    PolicyCenter displays the Policy Form Patterns screen.
  2. Enter a Form Number, Form Name, Product, or Group Code. Click Search.

    To search by Form Number, Form Name, or Group Code only, you must enter at least three characters in the text box. If you specify two or more fields, you can enter fewer than three characters in these fields.

  3. Click the form link in the Code column to view the Form Pattern screen for the form.
  4. To duplicate or delete a form pattern, click the check box to the left of the Code column and click Duplicate or Delete.
    Use the Duplicate drop-down list to create from one to 10 form patterns based on an existing one.
    • Select the check box of the form pattern to copy.
    • Select a number from the Duplicate drop-down list.
    • Edit only the settings that are different from the original.

    PolicyCenter enables the Duplicate drop-down if you selected exactly one form pattern. You must have the Create form pattern permission to view Duplicate drop-down list. The code for this permission is formpatcreate.

    Use the Delete button to delete form patterns.
    • Select the check box of one or more form patterns to delete.
    • Click the Delete button.

    PolicyCenter enables the Delete button if you select at least one form pattern. You must have the Delete form pattern permission to view this button. The code for this permission is formpatdelete.

    You cannot delete a form pattern when the server is in production mode. This restriction is to avoid deleting a FormPattern after generating a Form from it. PolicyCenter displays a validation error message if you try to delete a form pattern on a server in production mode.