Define a Quoting template rule

Once you have configured the rule, you need to define the rule’s trigger(s) and action(s).

You will need to define the following parameters:

  • When
  • Then
  • Otherwise

Define When

The When conditions define what criteria need to be met to trigger the rule.

When defining the When conditions, you can select from the following tools:

  • There is a risk: Searches for instances of the given model that match the filter conditions.
  • There is a risk in the current scope: Searches for instances of the model defined in the scope that match the filter conditions.
  • Count: Counts the number of facts of the given type and matching the filter.
  • There are:
    • Searches for all instances of the given model that match the filter conditions.
    • Puts all the risks that match the given filter into a list that can then be used in another condition with the option to extract some property of each risk.
      Example: You can use this if you want all the IDs of a Driver matching a certain condition rather than the Driver objects themselves.
  • There is no risk: Checks that there are no instances of the given model that match the filter conditions.
  • It is true that: Checks if the condition matches.
  • User role is: Searches a user with any of the given roles.
  • User role is not: Searches a user without any of the given roles.
  • Always: Always returns true.

To define the When conditions:

  1. On the rule’s screen, on the Rule Editor tab, under When, select Add a line.
  2. In the Select a tool dropdown list, select the appropriate tool.
  3. Based on the tool you selected, add the appropriate information.

Note: For more information on adding formulas to a Quoting Template rule, see Quoting Template formulas.

  1. Select Save.

Note: To add additional When conditions, to the right of When, select Add a new line +, and then repeat steps 2–4.

Define Then

The Then conditions define the action(s) that will be taken if the When conditions are met.

When defining the Then conditions, you can select from the following tools:

  • Show Field or Item: Shows a field or item.
  • Hide Field or Item: Hides a field or item.
  • Reset Field or Item: Resets a field or item.
  • Enable or Disable Field or Item: Enables or disables a field or item.
  • Set Field Value: Sets a value in a risk field.
  • Refer: Sends to underwriting review.
  • Error: Sends an error.
  • Add or Remove Item: Add or remove an item from a risk.
  • Set Filed Options: Sets the options of a field.
  • Restore Field Options: Restore the options of a field to the original values.

To define the Then conditions:

  1. On the rule’s screen, on the Rule Editor tab, under Then, select Add a line.
  2. In the Select a tool dropdown list, select the appropriate tool.
  3. Based on the tool you selected, add the appropriate information.
  4. Select Save.

Note: To add additional Then conditions, to the right of Then, select Add a new line +, and then repeat steps 2–4.

Define Otherwise

The Otherwise conditions define the action(s) that should be taken if the When conditions aren’t met.

When defining the Otherwise conditions, you can select from the following tools:

  • Show Field or Item: Shows a field or item.
  • Hide Field or Item: Hides a field or item.
  • Reset Field or Item: Resets a field or item.
  • Enable or Disable Field or Item: Enables or disables a field or item.
  • Set Field Value: Sets a value in a risk field.
  • Refer: Sends to underwriting review.
  • Error: Sends an error.
  • Add or Remove Item: Add or remove an item from a risk.
  • Set Filed Options: Sets the options of a field.
  • Restore Field Options: Restore the options of a field to the original values.

To define the Otherwise conditions:

  1. On the rule’s screen, on the Rule Editor tab, under Otherwise, select Add a line.
  2. In the Select a tool dropdown list, select the appropriate tool.
  3. Based on the tool you selected, add the appropriate information.
  4. Select Save.

Note: To add additional Otherwise conditions, to the right of Otherwise, select Add a new line +, and then repeat steps 2–4.