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Setting Up the Referral Task

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

After installing the Referral Task module, you need to set it up before using it with the Connected Underwriting P&C Base application. This guide walks you through the required incorporation step.

Set up the Referral task type reference

To set up the Referral Task add-on with Connected Underwriting P&C, you need to update the Task Type Reference expression rule.

To update the expression rule:

  1. Login to the target environment.
  2. Navigate to the Appian Designer.
  3. Navigate to Connected Underwriting (ISU) application.
  4. Search for and open the ISU_CONF_taskTypeReference expression rule.

  5. Append the ISU_TRFL_CONF_taskTypeReference rule to the existing array as shown.

    ISU_TRFL_CONF_taskTypeReference_rule

  6. Click SAVE.

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