Complete the line wizard step set for your multi-line product

About this task

For each line, add wizard steps to your wizard step set. Use Commercial Package as an example. You can use wizard step groups to group steps for each line of business.

For example, a Commercial Package submission has wizard step group elements for General Liability, Commercial Property, and Inland Marine. Each wizard step group expands to reveal its wizard steps as you navigate into them.

Procedure

  1. In Studio, drag a Wizard Step Group widget onto the LineWizardStepSet.
    The WizardStepGroup turns red because there is missing information.
  2. On the Properties tab, enter the following:

    Property

    Value

    id

    For example, PAWizardStepGroup for personal auto.

    label

    Name of a display key that contains the label. Create the display key by navigating to configuration > config > Localizations and opening display_xx_YY.properties, where xx_YY is the locale code. For U.S. English the file is display.properties. For personal auto, create the display key Web.LineWizardMenu.PersonalPackage.PersonalAuto = Personal Auto. After creating the new display key, enter displaykey.Web.LineWizardMenu.PersonalPackage.PersonalAuto in the label field.

    collapseIfNotCurrent

    true. The wizard step group appears collapsed in PolicyCenter when it is not the current group.

    visible

    Script that displays the object based on whether the line exists in the policy period. For example:

    policyPeriod.PersonalAutoLineExists
  3. Add JobWizardStep widgets. In many cases, you can copy the widgets directly from the line wizard step set for the line. Using personal auto as an example:
    1. Navigate to configuration > config > Page Configuration > pcf > line > pa > job and open LineWizardStepSet.PersonalAuto.
    2. Copy the JobWizardStep widgets from personal auto to PAWizardStepGroup in LineWizardStepSet.PersonalPackage.
    3. Make any needed changes.
      When you have correctly specified all required fields, the WizardStepGroup widget changes from red to white.

What to do next

Later, after you define line review screens, you add job wizard step widgets for this screen.