The intended audience for this article is Agents and Insureds/End Customers.
When an insured opens a form that is assigned to them and has required questions, by default the questions will be filtered so they see only questions assigned to them or required questions (regardless of assignment).
Insureds and agents won’t be able to mark a form complete unless all required questions on the form have been filled out. If someone tries to mark a form complete that has unanswered required questions they will see this warning modal:
Finish Later
Leaves the form incomplete and sends the user back to the forms page.
Get Help From My Agent
Displays the agent’s phone number (if they have it saved in Wunderite) and prompt the insured to send an email message to their agent.
Continue Filling Out
Sends the user back to the form. We highlight required questions in red and automatically update the filters to only display Required and Unanswered questions.
Some caveats
There are a few caveats with required questions to keep in mind…
Group and table questions are considered answered if a customer answers any part of the group or table. Agents don't yet have the ability to mark specific parts of a group or table question required.
Checkbox questions are considered answered if one checkbox is answered in the series.