Revision States

Dropdown list

Purpose

The Revision States dropdown list allows users to select specific revision states to narrow their policy list search results by one or more states of revision.

Location

The Revision States dropdown list appears on the Policies search screen.

Field default

By default, the Revision States dropdown list options are hidden.

Figure 1: The closed Revision States dropdown.

Change the default

When you select the Revision States dropdown list, the value options display, including the following checkboxes:

  • Archived
  • Open
  • Pending
  • Committed
Figure 2: The open Revision States dropdown list.

 

Selecting checkboxes will filter the policy list by those states.

Usage considerations

The Revision States dropdown list can’t be customized and behaves the same in the Provider Administrator and Agent portals. The advanced setting enable-new-policy-search must be set to True for the Revision States dropdown list to appear.

Additional topics of interest