Claim Form Layout
- Anne Vu: Insurance-VN
- Liwei Xu: Insurance-UK
Table of Contents
Introduction
This feature will allow you to build claim form layouts for generic products as well as specific products.
You will need permission to Create or Update Entity to do this.
To access to Claim Form Layout builder, please go to Claim Settings. See Claim Settings
On Claim Settings, click Fields & Layouts tab, click on Claim entity to open.
It will open Claim entity details. There are three main tabs:
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.
How to build a claim form layout
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
On Field tab, click + New Field button, it will show the popup to add a new field to Claim entity.
On this popup, you need to provide:
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: Organization, 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.
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.
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
On Layout tab, click on Create new layout button, it will show the popup to add a new layout template to Claim entity.
On this popup, you need to provide:
Unique Name: unique text to identify the layout.
Display Name: text to display as layout name. This is the name displayed in Layouts list.
After you’re done with required layout information, you need to click Save to accept creating new layout. The new layout will be added and displayed in central content area of Layout tab.
Click on Config layout button to open layout toolbar.
The toolbar will be displayed on the left hand side. It has these types of controls:
TEMPLATES: if you have defined layout templates, they will be displayed here. You just need to drag and drop into the layout.
LAYOUTS: defines the layout of controls.
CONTAINERS: controls that are used to add other controls in or group other controls.
FIELDS: all entity fields (each field is each control) that can be added to the layout.
Now, you can drag & drop controls from the left-hand-side toolbar into the layout on the right hand side.
After you complete building the layout, please click Save to save your work and now the layout is ready for use.
Update existing layout
To update an existing layout, you just need to select a layout from Layouts list.
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
“Generic claim” layout defines the generic claim form layout for all products. This means the content of this layout will be always displayed on Claim Form of each claim (below Claimant section) regardless of product.
“Claim Summary” layout
“Claim Summary” layout defines the fields displayed on Claim Summary Info.
“Claim form” layout
“Claim form” layout defines the fields displayed on Register a Claim.
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
Build new layout
On Product Layout tab, click on Create new layout button, it will show the popup to add a new product-specific layout template to Claim entity.
On this popup, you need to enter product name to search then select the product that you want to create the specialized layout. Each product has only one product layout. If you cannot find that product in the list, it means there’s an existing layout for it.
After you’re done with required layout information, you need to click Save to accept creating new layout. The new layout will be added and displayed in central content area of Layout tab.
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.
Update existing layout
To update an existing layout, you just need to select a layout from Layouts list.
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.
First, you need to select and open the layout (destination layout) that you want to have the layout content copied from.
Then, click on Copy layout from button. It will show a popup for you to select source product layout.
After you select the source product layout, there is a confirmation.
If you’re ok, please click Copy button. The layout content of source layout will be pasted to the destination layout.
Then you will see the content copied on the destination layout.
You can add more fields into the destination layout, delete fields, or reorganize fields as usual.
After you’re done all changes, please click Save button to save the changes.
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.
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.
Related Topics
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