The Report Questions feature lets you control which additional data fields are pulled from Acturis during your sync.
By keeping this list up to date, you can ensure workflows run smoothly while improving sync speed.
Accessing Report Questions
In the left menu, go to Settings → Report Questions.
Use the Type dropdown in the top-right corner to choose the report question category.
Example: Policy Report Question.
Adding a Report Question
Find the question in the list.
Toggle the Active switch ON to include it in your sync.
Removing a Report Question
If a question is used in any workflow, turning it OFF will trigger a warning.
Update or remove it from workflows before deactivating.
💡 Best Practice:
Regularly remove unused report questions.
Fewer active questions = faster sync times.
Merge Field Required Message
If you see this message:
It means the question is not fully configured in Acturis and cannot sync until fixed.
How to fix in Acturis:
Go to Configuration → Quote & Policy → Policy Report Questions.
Find the question and check the Merge Field Code column.
If it’s blank, click Edit and enter a code.
Without a code, Pathway will not sync this field.
✅ Recommendation:
If you’re unsure, send a screenshot of the Acturis Merge Field Code for the specific question to Acturis support to resolve it.