Custom Forms Configuration

You can create custom forms to allow users to capture data for policy lines that do not have a default application detail. This area allows you to enter basic information about a custom form, such as its name and type, and select Common Screens to include with it.

Once you have added a custom form, you can use the screen generator to add controls to it and further customize it to capture the information your business needs. To enable users to select a custom form and use it during policy servicing workflows, you must install it and define a policy type for it.

If you access Applied Epic through a web browser, you must install all components from Help > Connection Suite (including the CUOnline item in the Optional Connections section) to configure custom forms. Otherwise, you can only use the Screen Generator with Applied Epic installed locally on your computer.

1. From the Home screen, do one of the following:
   
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.

3. Click Custom Forms on the navigation panel.

4. You can do the following from here:
    

   • Add a Custom Form

     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Custom Forms on the options bar.
        • Click File > New > Custom Forms on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter the new form Name in the field on the right.
     3. Select a Type of form.
        
        Note: If you do not select the same data type as the that on the corresponding ACORD form, you will not be able to integrate the field in the custom form into the ACORD form.
     4. In the Include the Following Common Screens section, click the checkbox beside each screen to be included with the form.
     5. To add a custom screen to this form, click the Add button beside the Custom Screens list. In the Custom Screen pop-up window, enter the Screen Name. If applicable, select the Scheduled Screen checkbox and click Finish.
     • If necessary, you can reorder the screens associated to the form by doing the following:
     1. Click on a screen to select it in the list.
     2. Click the up arrow or down arrow beside the list to reposition the screen in the list.
        Note: When a user adds a policy or line using the custom form, the screens display from left to right (as individual tabs) in the same order in which they display in this list.
     • You can edit the name of a custom screen by doing the following:
     1. Click on a screen to select it in the list.
     2. Click the Edit button to open the Custom Screen pop-up window. Make any necessary changes and then click Finish.
        Note: You cannot edit the Scheduled Screen checkbox selection. The option you selected when you created the screen is permanent.
     • You can remove a custom screen association from the custom form by selecting the screen in the list and clicking the Delete button.
     6. Click Add to add this record and create another one.
        
        Click Detail to open the Screen Generator tool, which allows you to add controls (fields and functionality) on the screens associated to the custom form.
        
        Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Edit a Custom Form

     1. Click to highlight the custom form that you wish to revise in the list, and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the custom form.

     Note: To include inactive forms in the list, click the Include Inactive link label on the top right part of the screen.

     2. Revise the Name and/or Type as necessary.
        
        Note: If you do not select the same data type as that on the corresponding ACORD form, you will not be able to integrate the field in the custom form into the ACORD form.
     3. In the Include the Following Common Screens section, select/deselect the checkboxes as necessary. Each selected screen will be included with the form.
     4. To add a custom screen to this form, click the Add button beside the Custom Screens list. In the Custom Screen pop-up window, enter the Screen Name. If applicable, select the Scheduled Screen checkbox if and click Finish.
     • If necessary, you can reorder the screens associated to the form by doing the following:
     1. Click on a screen to select it in the list.
     2. Click the up arrow or down arrow beside the list to reposition the screen in the list.
        Note: When a user adds a policy or line using the custom form, the screens display from left to right (as individual tabs) in the same order in which they display in the list.
     • You can edit the name of a custom screen by doing the following:
     1. Click on a screen to select it in the list.
     2. Click the Edit button to open the Custom Screen pop-up window. Make any necessary changes and then click Finish.
        Note: You cannot edit the Scheduled Screen checkbox selection. The option you selected when you created the screen is permanent.
     • You can remove a custom screen association from the custom form by selecting the screen in the list and clicking the Delete button.
     5. Click Detail to open the Screen Generator tool, which allows you to add controls (fields and functionality) on the screen associated to the custom form.
        
        Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Copy a Custom Form

     1. Click to highlight the custom form that you wish to copy in the list, and click Actions > Copy Custom Form on the options bar or menubar.
        
        Note: To include inactive forms in the list, click the Include Inactive link label on the top right part of the screen.
     2. The Copy Template pop-up window displays. Enter the new template name in the Copy to field.
     3. Select the Include Integrations checkbox if you wish to integrate this template with ACORD forms or CSIO forms to allow data to default when creating the Service Form from an integrated Custom Form.
     4. Select the Include Prefills checkbox if you intend to add prefills for this custom form.
     5. Click Add to add this template and create another one. Repeat steps b-d.
        
        Click Finish to add the template and return to the Custom Forms Configuration screen.
        
        Click Cancel to close the Copy Template pop-up window without saving any changes. 
     6. Edit the new form as necessary. See the instructions under Edit a Custom Form above.

   • Delete a Custom Form

     1. Locate and click the appropriate custom form in the list. Click the column headings at the top to sort the list by Name, Installed?, or Status.
     2. Do one of the following:
        • Click the Delete button to the left of the adjustor list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Inactivate/Reactivate a Custom Form

     1. Click to highlight the custom form that you wish to inactivate or reactivate, and then do one of the following:
         

        • Click Actions > Inactivate/Reactivate on the options bar.
        • Click Actions > Inactivate/Reactivate on the menubar.

     Note: To include inactive forms in the list, click the Include Inactive link label on the top right part of the screen.

     2. You are prompted to verify that you want to inactivate or reactivate the form. Click Yes.

   • Print a List of Custom Forms

     1. To print a list of the custom forms in Applied Epic, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. The Print screen displays. Print this list as you would any other document.

5. When you have finished adding the custom form, you must install the custom form to add it to the system.