Table of Contents
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Introduction
This feature will allow you to build claim form layouts for generic products as well as specific products.
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To access to Claim Form Layout builder, please click on Cogwheel icon and select Entities.
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On the list of entitiesgo to Claim Settings. See Claim Settings
On Claim Settings, click Fields & Layouts tab, click on Claim entity to open.
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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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To build a claim form layout, you need to go through these steps:
On Field tab, create all fields necessary for the claim form: each new field for each question in claim form. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935570/Claim+Form+Layout#Configure-fields
If you want to build a layout that will be used for all products, go to Layout tab and create or update layout from there. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935570/Claim+Form+Layout#Configure-Generic-layout
If you want build a layout that will be used for a specific product, go to Product Layout tab and create or update layout from there. Instructions here. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935570/Claim+Form+Layout#Configure-Product-specific-layout
Configure fields
Add new field
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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. Notes: only Custom Field can be updated.
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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. Notes: only Custom Field can be deleted.
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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.
Customize Layout using JSON Editor (for advanced users)
This function allows you to customize the layout and add more UI interactions & validations by tweaking JSON code directly. To do this:
Select the layout in Layouts. For ex:
Click on cogwheel icon to open Entity layout builder tool, then click on Advanced button
Advanced JSON Editor is displayed, like this:
Now, you can modify the JSON code or copy this code and use it in another layout.
Built-in layouts
“Generic claim” layout
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“Claim form” layout
“Claim Summary” form” layout defines the fields displayed on Register a Claim.
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| Info |
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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.
Customize Layout using JSON Editor (for advanced users)
This function allows you to customize the layout and add more UI interactions & validations by tweaking JSON code directly. To do this:
Select the layout in Layouts. For ex:
Click on Advanced button
Advanced JSON Editor is displayed, like this:
Now, you can modify the JSON code or copy this code and use it in another layout.
| Info |
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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. |