Policy Group field

The Policy Details page has a Policy Group field:

Screenshot: Details section contains Policy Group field

Use Policy Group in workflows and conditions in Action Events. For example:

  • Use a country name in the Policy Group field for all policies that relate to that country.

  • In workflows relating to policies for a country use the Policy Group value to set a condition, so that the workflow only operates on the correct policies.

Policy Group is also a formula field in Team Member that looks up the Policy Group for that Team Member.