Managing Fields Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information. Creating a New Field In the main menu, select Product Design, then select Workflow Configurations, then Fields. A list of all available fields is displayed. Some columns have been hidden. Tip: By default, only Active fields are displayed. Clear the filter in the Status column to view all fields. Create. The Field Management page opens. Complete the necessary information. Fields marked with a red asterisk * are required. Name Enter the name of the field. This is the internal name, used to select this field when connecting it to other elements of the form. This name does not appear on the form itself. Code This is an internal reference name which is generated by the system when the field is saved. External Code This field is used for integration between Bridge and external systems. For integration with the Genoa system, this code should match the field in the related custom field (EDF) Client Code in Genoa. The code should not include spaces. Any spaces are removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided. Control Type Select the type of field. Checkbox A single checkbox, that can be checked or unchecked.
Managing Fields Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information. Creating a New Field In the main menu, select Product Design, then select Workflow Configurations, then Fields. A list of all available fields is displayed. Some columns have been hidden. Tip: By default, only Active fields are displayed. Clear the filter in the Status column to view all fields. Create. The Field Management page opens. Complete the necessary information. Fields marked with a red asterisk * are required. Name Enter the name of the field. This is the internal name, used to select this field when connecting it to other elements of the form. This name does not appear on the form itself. Code This is an internal reference name which is generated by the system when the field is saved. External Code This field is used for integration between Bridge and external systems. For integration with the Genoa system, this code should match the Client Code field in the related custom field (EDF) in Genoa. The code should not include spaces. Any spaces are removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided. Control Type Select the type of field. Checkbox A single checkbox, that can be checked or unchecked.
Bridge%202.4.72%20-%20User%20Guide%20-%20Product%20Design.docx