Validation Team Dashboard
Source: Validation_Team_Dashboard
Page URL: https://creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Page:Validation_Team_Dashboard
Page input params: cancel_task, completed_task, open_task, overdue_count, team_id, team_id_new, team_name, today_task (int/float/string, populated by the page's onLoad script — see Page Load Logic below). team_id_new remains declared as a page param but is unused anywhere in the page script.

Page Load Logic
Page onLoad script (actual load-time logic)
Runs unconditionally on every page load:
- Sets
input.team_idbased on environment —10875000027475327ifzoho.appuri.contains("environment")(dev), else10875000017776948(prod). This overwrites any incoming?team_id=query param on every load; there is no "if blank" check here. - Computes the 5 top KPI tiles directly into page params, scoped to
Assigned_User.Team == input.team_id:input.overdue_count—Outstanding_TaskswhereStatus == "Overdue"input.today_task—Outstanding_TaskswhereDate_Due == zoho.currentdateinput.open_task—Outstanding_TaskswhereStatus == "Open"input.completed_task—Outstanding_TaskswhereStatus == "Completed"input.cancel_task—Outstanding_TaskswhereStatus == "Cancel"
- Looks up
team_rec = Team[ID == input.team_id]and setsinput.team_name = team_rec.Team_Name
html_snippet107 internal redirect block (vestigial)
The Team Task Summary snippet (below) also contains its own if(input.team_id == null) block — resolving a default team_id_v1 (same two hardcoded IDs, checked via thisapp.system.is_development() instead of the onLoad script's zoho.appuri.contains("environment")), looking up the user/team, and redirecting to Team_Tasks_Error_Alert or back to Validation_Team_Dashboard?team_id=<team_rec.ID>.
Because the onLoad script above always sets input.team_id before the snippet renders, this block's is null condition can never be true in normal operation — it's dead code carried over from before the onLoad script existed.
Panel Criteria (detail)
Each panel below is a KPI tile from the dashboard — source form, what it displays, its raw criteria, the linked report, and the filter passed to that report.
1. Overdue Tasks
- Form:
Outstanding_Tasks - Display: Count —
${overdue_count} - Criteria:
Assigned_User.Team == ${team_name}
- Query passing to report:
Assigned_User.Team=${team_name}
- Report: Team_Tasks_Overdue
- Report filter: same as Criteria
2. Today Tasks
- Form:
Outstanding_Tasks - Display: Count —
${today_task} - Criteria:
Assigned_User.Team == ${team_name}
- Query passing to report:
Assigned_User.Team=${team_name}
- Report: Team_Tasks_Today
- Report filter: same as Criteria
3. Open Tasks
- Form:
Outstanding_Tasks - Display: Count —
${open_task} - Criteria:
Assigned_User.Team == ${team_name}
- Query passing to report:
Assigned_User.Team=${team_name}
- Report: Team_Tasks_Open
- Report filter: same as Criteria
4. Completed Tasks
- Form:
Outstanding_Tasks - Display: Count —
${completed_task} - Criteria:
Assigned_User.Team == ${team_name}
- Query passing to report:
Assigned_User.Team=${team_name}
- Report: Team_Tasks_Completed
- Report filter: same as Criteria
5. Cancel Tasks
- Form:
Outstanding_Tasks - Display: Count —
${cancel_task} - Criteria:
Assigned_User.Team == ${team_name}
- Query passing to report:
Assigned_User.Team=${team_name}
- Report: Team_Tasks_Cancel
- Report filter: same as Criteria
Team Task Summary (html_snippet107)
Custom Deluge-rendered HTML table, one row per user on the team (User[ID != null && Team == input.team_id]). Columns: Assigned To, Overdue, Open, Today Tasks, Completed, Cancelled.
- Form:
Outstanding_Tasks(grouped byUser) - Report: each cell links to the matching
Team_Tasks_*report filtered to that user (Assigned_User.ID=<user.ID>) - Criteria per column:
- Overdue →
Assigned_User == user && Status == thisapp.task_status.Overdue() - Open →
Assigned_User == user && Status == thisapp.task_status.Open() - Today Tasks →
Assigned_User == user && Date_Due == zoho.currentdate - Completed →
Assigned_User == user && Status == thisapp.task_status.Completed() - Cancelled →
Assigned_User == user && Status == thisapp.task_status.Cancel()
- Overdue →
6. My Open Tasks
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Assigned_To == zoho.loginuser || (Assigned_User.Crash_Claim_Email.contains(zoho.loginuserid) && Status == "Open" && Function == "Validations Team") - Report: Validations_Tasks_List1
- Report filter: same as Criteria
7. My Due Tasks Today
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Assigned_To == zoho.loginuser || (Assigned_User.Crash_Claim_Email.contains(zoho.loginuserid) && Status == "Open" && Function == "Validations Team" && Date_Due is today) - Report: My_Due_Tasks_Today
- Report filter: same as Criteria
8. My Overdue Tasks
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Assigned_To == zoho.loginuser || (Assigned_User.Crash_Claim_Email.contains(zoho.loginuserid) && Status == "Overdue" && Function == "Validations Team") - Report: Overdue_Tasks
- Report filter: same as Criteria
9. All Open Tasks
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Status == "Open"Function == "Validations Team"
- Report: All_Open_Tasks
- Report filter: same as Criteria
10. All Overdue Tasks Today
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Status == "Open"Function == "Validations Team"Date_Due is today
- Report: All_Due_task_today
- Report filter: same as Criteria
11. All Overdue Tasks
- Form:
Outstanding_Tasks - Display: Count —
thisapp.Outstanding_Tasks.ID.count - Criteria:
Status == "Overdue"Function == "Validations Team"
- Report: Overdue_Tasks1
- Report filter: same as Criteria
12. Missing AFCRN Report
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.missingAFCRN_Report_Filter()Is_Claim_Accepted != "Declined"
- Report: Master_Missing_AFCRN
- Report filter: same as Criteria
13. Missing AFCRN - Internal
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.Internal_missing_AFCRN()
- Report: Missing_AFCRN_Internal
- Report filter: same as Criteria
14. External Missing AFCRN
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()
- Report: Missing_AFCRN_External
- Report filter: same as Criteria
15. Missing AFCRN - Validator not Assigned
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.missingAFCRN_Report_Filter()Claims_Management_Form.Validator is nullIs_Claim_Accepted != "Declined"
- Report: Master_Missing_AFCRN
- Report filter:
Claims_Management_Form.Validator_op=29
16. Red Flag Report - Validator Not Assigned
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Is_Claim_Accepted == "Red Flag Job – Pending Validation"Claims_Management_Form.Status != "Cancel"Claims_Management_Form.Status != "Rejected"Claims_Management_Form.Validator is null
- Report: Red_Flag_Master_Report
- Report filter:
Claims_Management_Form.Validator_op=29
17. External Missing AFCRN - Validator Not Assigned
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Claims_Management_Form.Validator is null
- Report: Missing_AFCRN_External
- Report filter:
Claims_Management_Form.Validator_op=29
18. Pending Double Validation
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.Status != "Declined" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Double_Validated == "No" || Claims_Management_Form.Double_Validated is null - Report: Pending_Double_Validation
- Report filter: same as Criteria
19. Pending Double Validation - Validator Not Assigned
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria: (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
Claims_Management_Form.Status != "Declined" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Double_Validated == "No" || Claims_Management_Form.Double_Validated is null && Claims_Management_Form.Validator is null - Report: Pending_Double_Validation
- Report filter:
Claims_Management_Form.Validator_op=29
20. Internal Missing AFCRN 7 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.Internal_missing_AFCRN()Claims_Management_Form.File_Age > 7Claims_Management_Form.File_Age < 14
- Report: Internal_Missing_AFCRN_7_Days
- Report filter: same as Criteria
21. External Missing AFCRN 7 Days with SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is not nullClaims_Management_Form.File_Age > 7Claims_Management_Form.File_Age < 14
- Report: External_Missing_AFCRN_7_Days_with_SOC
- Report filter: same as Criteria
22. Internal Missing AFCRN 14 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.Internal_missing_AFCRN()Claims_Management_Form.File_Age > 14Claims_Management_Form.File_Age < 21
- Report: Internal_Missing_AFCRN_14_Days
- Report filter: same as Criteria
23. External Missing AFCRN 14 days with SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is not nullClaims_Management_Form.File_Age > 14Claims_Management_Form.File_Age < 21
- Report: External_Missing_AFCRN_14_Days_with_SOC
- Report filter: same as Criteria
24. Internal Missing AFCRN 21 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.Internal_missing_AFCRN()Claims_Management_Form.File_Age > 21Claims_Management_Form.File_Age < 30
- Report: Internal_Missing_AFCRN_21_Days
- Report filter: same as Criteria
25. External Missing AFCRN 21 days with SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is not nullClaims_Management_Form.File_Age > 21Claims_Management_Form.File_Age < 30
- Report: External_Missing_AFCRN_21_Days_with_SOC
- Report filter: same as Criteria
26. Internal Missing AFCRN 30 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.Internal_missing_AFCRN()Claims_Management_Form.File_Age > 30
- Report: Internal_Missing_AFCRN_30_Days
- Report filter: same as Criteria
27. External Missing AFCRN 30 days with SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is not nullClaims_Management_Form.File_Age > 30
- Report: External_Missing_AFCRN_30_Days_with_SOC
- Report filter: same as Criteria
28. External Missing AFCRN 7 Days without SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is nullClaims_Management_Form.File_Age > 7Claims_Management_Form.File_Age < 14
- Report: External_Missing_AFCRN_7_Days_without_SOC
- Report filter: same as Criteria
29. External Missing AFCRN 14 days without SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is nullClaims_Management_Form.File_Age > 14Claims_Management_Form.File_Age < 21
- Report: External_Missing_AFCRN_14_Days_without_SOC
- Report filter: same as Criteria
30. External Missing AFCRN 21 days without SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is nullClaims_Management_Form.File_Age > 21Claims_Management_Form.File_Age < 30
- Report: External_Missing_AFCRN_21_Days_without_SOC
- Report filter: same as Criteria
31. External Missing AFCRN 30 days without SOC
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
ID == thisapp.Reports.externl_missing_AFCRN_filter()Law_firm1.SOC_filed_date is nullClaims_Management_Form.File_Age > 30
- Report: External_Missing_AFCRN_30_Days_without_SOC
- Report filter: same as Criteria
32. Missing AFCRN - External Litigated
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted == "Matter Litigated" && Offer_Details.Repair_Recovery_Firm != 10875000002917226 && Offer_Details.Repair_Recovery_Firm != 10875000001860187 && Offer_Details.Repair_Recovery_Firm != 10875000001459009 && Is_Claim_Accepted != "Declined" || At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted == "Matter Litigated" && Offer_Details.Rental_Recovery_Firm != 10875000002917226 && Offer_Details.Rental_Recovery_Firm != 10875000001860187 && Offer_Details.Rental_Recovery_Firm != 10875000001459009 && Is_Claim_Accepted != "Declined" - Report: Missing_AFCRN_External_Litigated
- Report filter: same as Criteria
33. Missing AFCRN - External Not Litigated
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted != "Matter Litigated" && Offer_Details.Repair_Recovery_Firm != 10875000002917226 && Offer_Details.Repair_Recovery_Firm != 10875000001860187 && Offer_Details.Repair_Recovery_Firm != 10875000001459009 && Offer_Details.Repair_Recovery_Firm != 10875000021280253 && Is_Claim_Accepted != "Declined" || At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Offer_Details.Rental_Recovery_Firm != 10875000002917226 && Offer_Details.Rental_Recovery_Firm != 10875000001860187 && Offer_Details.Rental_Recovery_Firm != 10875000001459009 && Is_Claim_Accepted != "Matter Litigated" && Is_Claim_Accepted != "Declined" && Offer_Details.Rental_Recovery_Firm != 10875000021280253 - Report: Missing_AFCRN_External_Not_Litigated
- Report filter: same as Criteria
34. Total Liability Dispute
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.Validation_Liability_Status == "TP Disputing Liability" || Claims_Management_Form.Validation_Liability_Status == "TPI Disputing Liability" - Report: Total_Liability_Dispute
- Report filter: same as Criteria
35. Total Liability Dispute - Internal
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria: (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
Validation_Liability_Status == "TP Disputing Liability" || (Validation_Liability_Status == "TPI Disputing Liability" && Offer_Details.Repair_Recovery_Firm == 10875000002917226) || Offer_Details.Repair_Recovery_Firm == 10875000001860187 || Offer_Details.Repair_Recovery_Firm == 10875000001459009 || Offer_Details.Rental_Recovery_Firm == 10875000002917226 || Offer_Details.Rental_Recovery_Firm == 10875000001860187 || Offer_Details.Rental_Recovery_Firm == 10875000001459009 || Offer_Details.Repair_Recovery_Firm is null || Offer_Details.Rental_Recovery_Firm is null - Report: Total_Liability_Dispute_Internal
- Report filter: same as Criteria
36. Total Liability Dispute - External Litigated
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria: (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
Validation_Liability_Status == "TP Disputing Liability" || (Validation_Liability_Status == "TPI Disputing Liability" && At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted == "Matter Litigated" && Offer_Details.Repair_Recovery_Firm != 10875000002917226 && Offer_Details.Repair_Recovery_Firm != 10875000001860187 && Offer_Details.Repair_Recovery_Firm != 10875000001459009) || Validation_Liability_Status == "TPI Disputing Liability" || (Validation_Liability_Status == "TP Disputing Liability" && At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted == "Matter Litigated" && Offer_Details.Rental_Recovery_Firm != 10875000002917226 && Offer_Details.Rental_Recovery_Firm != 10875000001860187 && Offer_Details.Rental_Recovery_Firm != 10875000001459009) - Report: Total_Liability_Dispute_External_Litigated
- Report filter: same as Criteria
37. Total Liability Dispute - External Not Litigated
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria: (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
Validation_Liability_Status == "TP Disputing Liability" || (Validation_Liability_Status == "TPI Disputing Liability" && At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted != "Matter Litigated" && Offer_Details.Repair_Recovery_Firm != 10875000002917226 && Offer_Details.Repair_Recovery_Firm != 10875000001860187 && Offer_Details.Repair_Recovery_Firm != 10875000001459009) || Validation_Liability_Status == "TPI Disputing Liability" || (Validation_Liability_Status == "TP Disputing Liability" && At_Fault_Party_Claim is not null && At_Fault_Party_Insurer is not null && Is_Claim_Accepted != "Matter Litigated" && Offer_Details.Rental_Recovery_Firm != 10875000002917226 && Offer_Details.Rental_Recovery_Firm != 10875000001860187 && Offer_Details.Rental_Recovery_Firm != 10875000001459009) - Report: Total_Liability_Dispute_External_Not_Litigated
- Report filter: same as Criteria
38. Validations Age - 7 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.File_Age > 7Claims_Management_Form.File_Age < 14Is_Claim_Accepted == "Accepted"
- Report: Validations_Age_7_Days
- Report filter: same as Criteria
39. Validations Age - 14 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.File_Age > 14Claims_Management_Form.File_Age < 21Is_Claim_Accepted == "Accepted"
- Report: Validations_Age_14_Days
- Report filter: same as Criteria
40. Validation Age above 21 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.File_Age > 21Is_Claim_Accepted == "Accepted"
- Report: Validations_Age_above_21_Days
- Report filter: same as Criteria
41. Days Since Last File Note - Last 7 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.days_since_last_file_note >= 0Claims_Management_Form.days_since_last_file_note <= 7Claims_Management_Form.Stage != "Cancel"Claims_Management_Form.Status != "Cancel"Claims_Management_Form.Status != "Declined"Claims_Management_Form.Status != "Rejected"
- Report: Days_Since_Last_File_Note_Last_7_Days
- Report filter: same as Criteria
42. Days Since Last File Note - Last 14 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.days_since_last_file_note > 7Claims_Management_Form.days_since_last_file_note <= 14Claims_Management_Form.Stage != "Cancel"Claims_Management_Form.Status != "Cancel"Claims_Management_Form.Status != "Declined"Claims_Management_Form.Status != "Rejected"
- Report: Days_Since_Last_File_Note_Last_14_Days
- Report filter: same as Criteria
43. Days Since Last File Note - Last 21 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.days_since_last_file_note > 14Claims_Management_Form.days_since_last_file_note <= 21Claims_Management_Form.Stage != "Cancel"Claims_Management_Form.Status != "Cancel"Claims_Management_Form.Status != "Declined"Claims_Management_Form.Status != "Rejected"
- Report: Days_Since_Last_File_Note_Last_21_Days
- Report filter: same as Criteria
44. Days Since Last File Note - above 21 Days
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria:
Claims_Management_Form.days_since_last_file_note > 21Claims_Management_Form.Stage != "Cancel"Claims_Management_Form.Status != "Cancel"Claims_Management_Form.Status != "Declined"Claims_Management_Form.Status != "Rejected"
- Report: Days_Since_Last_File_Note_above_21_Days
- Report filter: same as Criteria
45. Validation - No Progress >24 Hours
- Form:
Claim_Form - Display: Count —
thisapp.Claim_Form.ID.count - Criteria: (raw condition mixes AND/OR with no parentheses — precedence ambiguous in source; shown as-is, not split into bullets)
Claims_Management_Form.File_Age > 1 && Is_Claim_Accepted == "Pending"ORIs_Claim_Accepted == "Pending Further Investigation"ORIs_Claim_Accepted == "New Claim" - Report: Validation_No_Progress_24_Hours
- Report filter: same as Criteria
46. Chart — Validations by Validator
- Shows: sum/count chart — column chart, X-axis
Claims_Management_Form.Validator(title "Validator"), Y-axiscount:ID(title "count of records") - Form:
Claim_Form - Report: (embedded chart, no report link)
- Criteria:
Is_Claim_Accepted == "Pending" || Is_Claim_Accepted == "Pending Further Investigation" || Is_Claim_Accepted == "New Claim"