Managing rules and draw risk levels on a draw workflow

Using Draw Workflows, you can apply free text rules to a draw workflow, evaluate the rules as Passed or Failed during the draw, and then apply a Draw Risk Level as the result of the rules.

Note: Ensure that full access is provided to the Field Configurations permission.

To update the draw risk level and draw rules, perform the following steps.

1.

At the top-right of the page, click Settings .

2.

In the Customization menu, click Workflows.

3.

On the Workflows page, click + New Workflow. For more information, see Adding rules while creating a draw workflow.

4.

After publishing the workflow , at the top-right of the page, click Settings .

5.

On the left navigation menu, click Field Configurations.

6.

On the Field Configurations page, click the Draw tab.

7.

On the Draw tab, click Edit for the Draw Risk Level field name.

8.

On the Edit Draw Risk Level dialog box, in the Custom Aliases section, enter the following information.

i

In the Built Default Name field, select the required option from the drop-down, such as High, Medium, and Low.

ii

In the Alias Name field, enter the alias name.

iii

Click Save.

A message is displayed indicating that the aliases were saved successfully.

Note: For more information, see Monitoring and managing rules of a draw workflow