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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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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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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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.
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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. |
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