Add-Ons Tab Settings

The Add-on tab in the Ushur Hub enables the setup and management of optional business objects such as Policies, Schemes, Employers, and Departments. This feature also allows the organization of subdivisions into Categories, Individual Add-ons, and Groups based on specific business needs.

Leverage Add-ons for Form Submission Workflows

Organizations can use this feature to validate end-user data or document submissions for specific use cases by passing add-on information to a Form Submission workflow. For example, if a customer has multiple insurance policies (P1, P2, P3) and needs to submit an address update file, they can select the relevant policy number before submitting the data.

Configure Add-Ons in Ushur Builder

To manage Add-ons in the Ushur Builder, navigate to Ushur Hub > Add-Ons tab. The process begins with creating an add-on category, followed by creating individual add-ons, forming groups, and modifying or deleting add-on categories and individual add-ons within a workflow.

Create Add-On Categories

Each category can be linked to a department, which can have its own sub-categories or smaller groups.

1. Click the + icon to open the Add Categories dialog box.

   

2. Enter the Add-on Category name and Description(optional), then click + to add the new category. The list of Add-on Categories will be displayed in a tabular format.

3. Click the Edit icon to update the description or the Trash icon to delete the Add-on category.

   

4. Click Done.

Note

Once created, an Add-on category cannot be deleted or renamed. However, individual add-ons within a category can be deleted.

Create Individual Add-ons

For each Add-on category, specific individual add-ons can be created. For example, under the Policy category, individual add-ons such as Dental, Health, and Life can be added.

1. Select the newly created category from the Add-on Category drop-down list.

2. Click Add [Category name].

3. Specify the Label name and Note (short description) for the individual add-on.

4. From the Add to a group(optional) field, select the groups to associate with the category. Multiple groups can be linked to the same individual add-on.

5. Click Save Changes.

Create Groups

Groups provide another layer of organization for Add-ons, functioning similarly to tags. To create a group:

1. Type directly into the Add to a group field.

2. Press the return key on your keyboard to create a new group.

3. Select the checkbox that reads Create [Group name].

Note

Once created, groups cannot be deleted or edited. However, they can be removed from an add-on.

Modify and Delete Individual Add-ons for a Category

To modify or delete individual add-on information:

1. The list of individual add-ons for a particular category is displayed as a table.

   

2. Hover over the specific add-on and click to edit.

3. Edit the note or groups associated with the individual add-on.

4. To delete the individual add-on, select the Trashbutton and confirm the deletion.

Note

Names of individual add-ons cannot be modified once saved. However, individual add-ons can be deleted.

Add-ons Usage in Workflow

To associate add-ons in a workflow:

1. Navigate to the workflow where add-ons need to be linked.

2. Create a List type variable and add it to the Form submission flow where the individual add-ons will display.

   

3. In the Ushur Hub > Add-Ons tab, ensure the necessary Add-on categories and individual add-ons are created.

   

4. From the Use-Cases tab, create a use case and set the workflow type to Form Submission.

   

5. Link the appropriate Ushur workflow and check the box for the Define add-on category.

6. Select the list-type Variable and link the appropriate Add-on category.

7. Link the necessary add-on groups or individual add-ons to the appropriate organizations and users.

Sample Display of Add-ons in Portal Workflow: The following is an example of how add-ons will appear in the portal workflow: