Workflow Components: Forms, Notify, Approval This module explains how to configure Forms in Headlight workflows, covering setup, assignees, notifications, reminders, and message customization. Use the...
Workflows: Configuring Reminders Learn how to set up automated reminders for internal and external communications within a Workflow. Select a Workflow See How...
Budget-based ordering: Editing Filter Sets Vehicle make filter Car policy configuration with Headlight make filter To only allow specific makes in the car configurator, we...
Budget-based ordering: Creating a car budget policy Car policy configuration with Headlight To create a car policy, go to Policy → Car Budgets. Click “Benefit budget policies”...
Configuring Unbundled Services Car policy configuration with Headlight Within the Car Budgets menu, click “Unbundled Services.” We can add unbundled services for insurance...
