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Field: where you can see list of all fields in the Claim entity as well as create or update fields. There are two types of field:
Primary fields: fields are provided as system built-in. You cannot edit or delete primary fields.
Custom fields: fields are added by users on demand. You can edit or delete custom fields.
Layout: where you can create / view / update layouts that are shared across products.
Product Layout: where you can create / view / update layouts that are product-specific.
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Name: this is the label/caption that will displayed on the layout.
Type: this defines the type of fields. There are many types which fall into two categories:
Generic: control type for generic purposes, for ex: Text, Number, Select, Radio, Checkbox, PickList, Date, Time, Date Time, Text Area…
Business-centric: control type for specific business purposes with built-in validation rules, for ex: OrganisationOrganization, Website, Email, Phone…
Required: tick this checkbox if the field is required input.
After you’re done with required field information, you need to click Save to accept creating new field. The new field will be added and displayed in the Field List.
Update existing field
On Field list, click on Edit button of one field. It will show Update Custom Field popup where you can update the Name and Type.
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After you’re done with required field information, you need to click Save to accept the changes. The changes will be reflected in the Field list.
Delete existing field
On Field list, click on Delete button of one field. It will show a confirmation.
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If you’re ok, please click Yes to accept deleting the field. The field will disappear from the Field list.
Configure Generic layout
Build new layout
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To update an existing layout, you just need to select a layout from Layouts list.
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The content of layout will be displayed on the screen.
Click on Config layout button to open layout toolbar.
Now, you can drag & drop controls from the left-hand-side toolbar into the layout on the right hand side as usual.
After you complete building the layout, please click Save to save your work and now the layout is ready for use.
Built-in layouts
“Generic claim” layout
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“Claim Summary” layout defines the fields displayed on Register a Claim.
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We haven’t provided a function to delete a layout yet. So if you don’t want to use the layout anymore, please remove all items from the layout. |
Configure Product-specific layout
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To update an existing layout, you just need to select a layout from Layouts list.
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The content of layout will be displayed on the screen.
Click on Config layout button to open layout toolbar.
Now, you can drag & drop controls from the left-hand-side toolbar into the layout on the right hand side as usual.
After you complete building the layout, please click Save to save your work and now the layout is ready for use.
Copy layout from
This function speeds up the layout building by copying the layout content from one layout to another layout.
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If you want to revert, please click Cancel button to discard the changes.
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We haven’t provided a function to delete a layout yet. So if you don’t want to use a layout anymore, please remove all items from the layout. |