Setting Up the Referral Task

Introduction

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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

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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.

   

6. Click SAVE.

Feedback

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