Enable new policy search

Policies

Purpose

With the Policies advanced setting enable-new-policy-search, you can display the New Policy Search screen if this setting is enabled. The New Policy Search screen allows users to type a search criteria so they can generate a list of matching policies. Users can search by policy number, primary named insured, policy type, current status, effective date, expiration date, address, city, state, and ZIP.

Requirements

This setting requires selecting a True or False value.

Setting default

By default, enable-new-policy-search is set to False.

Change the default

To change the default, navigate to Settings > Advanced and search for enable-new-policy-search using the Search for a Setting box. In the enable-new-policy-search box, change the toggle to True.

Adoption considerations

The Search box either appears on the Legacy Search screen or the Policies screen depending on the enable-new-policy-search setting. For the search box to appear on the Policies screen, set enable-new-policy-search advanced setting to False. If the setting is set to True, then the search box will appear on the Legacy screen.