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            Set Up Product Configuration Flow

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            Set Up Product Configuration Flow

            Before you configure products on a group quote, set up a product configuration flow for the Group Summary product classification. The flow automatically loads group census group class records into the configurator and so that users don’t have to add group classes and members manually.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
            User Permissions Needed
            To set up a product configuration flow: Digital Insurance Group Census Quote Contract Management, Digital Insurance Group Census Quote Contract Management Partner Community

            A pre-built CnfgGrpSum flow is available out-of-the-box. This flow displays the list of group census group class summary records linked to the group census associated with the quote during configuration. When you select the group census group class summary records, the flow creates the corresponding quote line items for group summary and placeholder members.

            1. From the App Launcher, find and select Product Configuration Flows.
            2. Click New.
            3. Specify these details:
              1. Enter CnfgGrpSum as the flow identifier.
              2. Set the status to active.
            4. Save your changes.
            5. Navigate to the Related tab.
            6. In the Product Configuration Flow Assignments section, click New.
            7. Select GroupSummary as the product classification.
            8. Select Dynamic Addition Flow as the assignment type to trigger the flow automatically during configuration.
            9. Save your changes.

            When you configure quotes, this flow runs automatically to pull in group summary records.

             
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