Create custom list views for Quote, Insurance Policy, and Claim to segregate records
based on whether they were created using Digital Insurance, Insurance managed package, or
Insurance CRM workflows. Without the custom list views, users see all the records irrespective
of the originating solution and could try to perform an invalid action on a record.
Required Editions
Available in: Performance, Enterprise, Unlimited, and
Developer Editions with Digital Insurance, and Insurance CRM or the Insurance
Industries and Insurance Industries Extension managed packages.
To segregate records by the originating solution, filter Quote, Insurance Policy, and Claim
records by the record type. Alternatively, filter records by the value of the Record Source
field. When records are created using Digital Insurance workflows, the field has a value of
Digital Insurance. When records are created using Insurance managed package or Insurance CRM
workflows, the field has an empty value.
Additionally, segregate records by the associated product to create product-specific list
views such as Home Insurance Quotes or Auto Silver Quotes. Filter the records by the value of
the Product field.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
