Integrate Policy Forms with Custom Forms and Supplemental Screens

You can integrate Custom Forms and Supplemental Screens with the CSIO forms or with Microsoft Excel files to enable data to default when you create a Service Form from an integrated Custom Form.

In addition to any Custom Forms and Supplemental Screens you have already added in Custom Forms Configuration and Supplemental Screen Configuration and for which you have set up integration, the Integrated list populates with six default Base Group Custom Form Integrations. You cannot edit or delete these default integrations. The default integrations are only applicable for U.S. agencies.

To view the service forms available to integrate with Custom Forms and Supplemental Screens, click here.

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:

1. • 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 Integration on the navigation panel.

4. Change the items that display in the list if necessary.

   Click the word Integrated in the view filter and select Integrated Custom Forms or Integrated Supplemental Screens.

   

You can do the following from here:

1. • Add an Integrated CSIO Form
     1. Do one of the following:
     • Click the Add button  to the left of the list.
     • Click New > Integration on the options bar.
     • Click File > New > Integration on the menubar.
     • Press [Insert] on your keyboard.
     2. On the Form Selection screen, select a custom form or supplemental screen in the From list.
     3. Make a selection in the To dropdown menu.
     4. Click Detail to continue.
        
        Click Cancel to exit the workflow without saving changes.
     5. In the Integrated Fields window, click the Add button  to add integrated fields.
     6. In the Field Selection window, select a Source custom form field and a corresponding Target form field.
     7. If applicable, select an Available values option in the dropdown menu for the Source and/or Target field. This dropdown is enabled for fields that use the Combo field type.
     8. Click Add to add the matched fields and select another matching set.
        
        Click Finish when you have finished matching fields.
        
        Click Cancel to close the window without making any matches.
     9. The Integrated Fields window shows the fields that have been matched. To delete a match, click on the row in the list and click the Delete button  or press [Delete] on your keyboard.
        
        You are prompted, "Do you wish to delete this record?" Click Yes.
        
        To print a list of matched fields, click the Print button  and print the list as you would any other document.
     10. Click on the X in the corner of the window to close it.
         
         Once you have set up all field integrations, data will default from the Custom Form or Supplemental Screen into the CSIO form when a user accesses the integrated form and selects an integrated custom form or supplemental screen as a Line of Business.
         
         Please note that if you do not select the same data type as on the corresponding CSIO form during Custom Form Configuration, you will not be able to integrate the field in the custom form into the CSIO form.
   • Add an Integrated Form with Microsoft Excel (Export)
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Integration on the options bar.
        • Click File > New > Integration on the menubar.
        • Press [Insert] on your keyboard.
     2. On the Form Selection screen, click on the custom form in the From list.
     3. Select Microsoft Excel (Export) in the To dropdown menu.
     4. Click Detail to continue.
        
        Click Cancel to exit the workflow without saving changes.
     5. In the Integrated Fields window, click the Add button in the Custom Form Export section to choose templates from which to integrate fields.
     6. In the Select Template Name window, select the checkbox for each template from which you want to integrate fields. To choose all of the templates, click the Select All link. Click Finish.
     7. Select a custom form and then click the Add button in the Integrated Fields section to choose the fields you want to integrate.
     8. The Fields Selection window displays. Select the Source.
     9. The list displays the fields on the custom form. Select a field in the list.
     10. Enter the Worksheet, Column, and Row for an Excel file as the Target.
     11. In the Standards Field Export Type section, specify whether you would like to export a Single Cell or Copied Worksheets to the custom form.
     12. In the Scheduled Field Export Type section, specify whether you would like to Insert Rows, insert a Vertical list, or Copy Worksheet to the custom form.
     13. Click Add to add the matched fields and select another matching set.
         
         Click Finish when you have finished matching fields.
         
         Click Cancel to close the window without making any matches.
     14. The Integrated Fields window shows the fields that have been matched. To delete a match, click on the line in the list and click the Delete button or press [Delete] on your keyboard.
         
         You are prompted, "Do you wish to delete this record?" Click Yes.
         
         To print a list of the matched fields, click the Print button and print as you would any other document.
     15. Click on the X in the corner of the window to close it.
   • Add an Integrated Form with Microsoft Excel (Import)
     1. Do one of the following:
     • Click the Add button  to the left of the list.
     • Click New > Integration on the options bar.
     • Click File > New > Integration on the menubar.
     • Press [Insert] on your keyboard.
     2. On the Form Selection screen, click on the custom form in the From list.
     3. Select Microsoft Excel (Import) in the To dropdown menu.
     4. Click Detail to continue.
        
        Click Cancel to exit the workflow without saving changes.
     5. In the Import Integration window, click the Add button  in the Custom Form Import Integration section.
        
        In the Excel Import Integration window, enter a Name for the integration.
     6. Click Add to add the import integration and begin adding another.
        
        Click Finish when you have added all import integrations.
        
        Click Cancel to close the window without adding the import integration.
     7. Select an import integration and then click the Add button  in the Integrated Fields section to choose the fields you want to integrate.
     8. The Import Fields Selection window displays. Enter the Worksheet, Column, and Row for a Microsoft Excel file as the Source.
     9. In the Scheduled Field Export Type section, select one of the following options to define the way information from the spreadsheet populates into the scheduled list:
     • Vertical list: Select this option if the information you are integrating resides in a specific column on one worksheet (tab) of the spreadsheet. Specify the first cell in the column. Data in that cell and all cells below it will populate in the scheduled list.
       If you select this option, omit any header cells. For example, if you are importing a phone book where cell B1 contains the header Phone Number and contacts’ phone numbers begin in cell B2, specify B2 to pull each contact’s phone number into your scheduled list.
     • Following worksheets: Select this option if the information you are integrating resides in a specific cell on multiple worksheets (tabs) in the spreadsheet.
       
       For example, if you are importing a phone book where each contact resides on a separate worksheet and each contact’s phone number is in cell B2, specify B2 to pull each contact's phone number into your scheduled list.
     10. The list on the right displays the fields on the custom form. Select a field in the list as the Target.
     11. Click Add to add the matched fields and begin adding another matching set.
         
         Click Finish when you have matched all fields.
         
         Click Cancel to close the window without making any matches.
     12. The Integrated Fields section shows the fields that have been matched. To delete a match, click on the row in the list and click the Delete button  or press [Delete] on your keyboard.
         
         You are prompted, "Do you wish to delete this record?" Click Yes.
         
         To print a list of the matched fields, click the Print button  and print the list as you would any other document.
     13. Click on the X in the corner of the window to close it.
   • Edit an Integrated CSIO Form
     1. Click to highlight the integrated form in the list and then do one of the following:
     • Click the Edit button  to the left of the list.
     • Double click the integrated form.
     2. The Integrated Fields window shows the fields that have been matched.
        
        Click the Add button  to add integrated fields.
        
        In the Field Selection window, select a Source custom form field and a corresponding Target form field.
        
        If applicable, select an Available values option in the dropdown menu for the Source field and/or Target field. This dropdown is enabled for fields that use the Combo field type.
        
        Click Add to add the matched fields and select another matching set.
        
        Click Finish when you have finished matching fields.
        
        Click Cancel to close the window without making any matches.
        
        To delete a match, click on the row in the list and click the Delete button  or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
        
        To print a list of the matched fields, click the Print button  and print the list as you would any other document.
     3. Click on the X in the corner of the window to close it.
   • Edit an Integrated Form with Microsoft Excel (Export)
     1. Click to highlight the integrated form in the list and then do one of the following:
     • Click the Edit button to the left of the list.
     • Double click the integrated form.
     2. In the Integrated Fields window, click the Add button in the Custom Form Export section to choose templates from which to integrate fields.
        
        In the Select Template Name window, select the checkbox for each template from which you want to integrate fields. To choose all of the templates, click the Select All link. Click Finish.
        
        To delete a template, click on the template in the list and click the Delete button or press [Delete] on your keyboard.
        
        You are prompted, "Do you wish to delete this template? Deleting this template will remove all integrated fields" Click Yes.
     3. Click to select a custom form and then click the Add button in the Integrated Fields section to choose the fields you want to integrate.
        
        The Fields Selection window displays. Select the appropriate Source.
        
        The list on the left displays the fields on the custom form. Click on a field in this list and enter the corresponding Worksheet, Column, and Row for a Microsoft Excel file to the right.
        
        In the Standards Field Export Type section, specify whether you would like to export a Single Cell or Copied Worksheets to the custom form.
        
        In the Scheduled Field Export Type section, specify whether you would like to Insert Rows, insert a Vertical list, or Copy Worksheet to the custom form.
        
        Click Add to add the matched fields and select another matching set.
        
        Click Finish when you have matched all fields.
        
        Click Cancel to close the window without making any matches.
        
        To delete a match, click on the row in the list and click the Delete button or press [Delete] on your keyboard.
        
        You are prompted, "Do you wish to delete this record?" Click Yes.
        
        To print a list of the matched fields, click the Print button and print the list as you would any other document.
     4. Click on the X in the corner of the window to close it.
   • Edit an Integrated Form with Microsoft Excel (Import)
     1. Click to highlight the integrated form in the list and then do one of the following:
     • Click the Edit button to the left of the list.
     • Double click the integrated form.
     2. In the Import Integration window, click the Add button  in the Custom Form Import Integration section.
        
        In the Excel Import Integration window, enter a Name for the integration.
        
        Click Add to add the import integration and begin adding another.
        
        Click Finish when you have added all import integrations.
        
        Click Cancel to close the window without adding the import integration.
        
        To edit the name of an import integration, click the Edit button . Revise the Name and click Finish.
        
        To delete an import integration, click on the template in the list and click the Delete button or press [Delete] on your keyboard. When prompted to confirm the deletion, click Yes
        
        To print a list of import integrations, click the Print button and print the list as you would any other document.
     3. Select an import integration and then click the Add button  in the Integrated Fields section to choose the fields you want to integrate.
        
        The Import Fields Selection window displays. Enter the Worksheet, Column, and Row for a Microsoft Excel file as the Source.
        
        In the Scheduled Field Import Type section, select one of the following options:
     • Vertical list: Select this option if the information you are integrating resides in a specific column on one worksheet (tab) of the spreadsheet. Specify the first cell in the column. Data in that cell and all cells below it will populate in the scheduled list.
       
       If you select this option, omit any header cells. For example, if you are importing a phone book where cell B1 contains the header Phone Number and contacts’ phone numbers begin in cell B2, specify B2 to pull each contact’s phone number into your scheduled list.
     • Following worksheets: Select this option if the information you are integrating resides in a specific cell on multiple worksheets (tabs) in the spreadsheet.
       
       For example, if you are importing a phone book where each contact resides on a separate worksheet and each contact’s phone number is in cell B2, specify B2 to pull each contact's phone number into your scheduled list.

     The list on the right displays the fields on the custom form. Select a field in the list as the Target.
     
     Click Add to add the matched fields and begin adding another matching set.
     
     Click Finish when you have matched all fields.
     
     Click Cancel to close the window without making any matches.
     
     To delete a match, click on the row in the list and click the Delete button  or press [Delete] on your keyboard.
     
     You are prompted, "Do you wish to delete this record?" Click Yes.
     
     To print a list of the matched fields, click the Print button  and print the list as you would any other document.

     4. Click on the X in the corner of the window to close it.

   • Delete an Integrated Custom Form/Supplemental Screen

     1. Click to highlight the integrated form in the list and then do one of the following:
     • Click the Delete button to the left of the list.
     • Press [Delete] on your keyboard.
     2. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Print a List of Integrated Custom Forms/Supplemental Screens

     1. To print the list of the integrated forms, 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. Print this list as you would any other document.