Description – Restrict specific policy categories during renewal automation
Use Case – Renewal Automation that makes it easier if agents do not want to create renewal cards for specific categories.
Process:
- Navigate to Pipelines and choose Action.
- Choose Pipeline Setting.
- Click on Renewal Pipeline
- Select the Yes/No toggle under Restrict policies of particular categories from renewal automation
Note: If you choose yes, renewal cards under policies will not be created for the categories that are selected and vice versa.
