Submitted Applications

Checkbox

Purpose

With the Submitted Applications checkbox, users can filter the policies list by submitted applications.

Location

For the Submitted Applications checkbox to appear on the Legacy Search screen, you must set the advanced setting enable-new-policy-search to True.

If you set the advanced setting enable-new-policy-search to False, the Legacy Search screen will load as the default Policies screen.

Field default

By default, the Submitted Applications checkbox is cleared, and the policy list isn’t filtered by that value.

Change the default

Select the Submitted Applications checkbox and select Go to filter the policy list by submitted applications.

To clear the checkbox, select the Submitted Applications checkbox a second time. Select Go to stop filtering the policy list by submitted applications.

Usage considerations

The Submitted Applications checkbox can’t be customized and behaves the same way in the Provider Administrator and Agent portals. To filter the policy list by policies that only have the status of submitted applications, don’t select additional checkboxes. To filter the policy list by policies with additional statuses, select the relevant checkboxes.