Additional Info

Use Additional Info to create additional column in the Claim form if the needed column is not available in the standard Xin Claim form. There are 2 types of Additional Info for Claim:

• Main Level : The additional column is added to the Claim main information level. Example, to add a "Department" column which the Claim belongs to, or to add a "Project" for the Claim.
• Item Level : The additional column is added to the item level for each item added to the Claim. Example, to add a "Category" of the item, or to add a "Client Name" for each item.

To Add An Additional Info On Main Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Claim.

2. You can add up to a maximum of 10 additional column for Claim main level.

3. Under Main Level, choose the option Enable main level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

4. Next, choose the option Enable main level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

5. Choose Save & Stay floating button.

6. On the left menu, choose HR > Claim > My Claim. Choose Submit a new Claim button. At the right side of the Claim form, "Project" and "Department" column are now available under Additional Info section in your Claim form.

7. To display these 2 additional columns in the Claim listing page, choose the purple gear button beside "Quick Filtering". Then on the popup Data Visibility, choose the options ("Project" and "Department"), then choose Save Changes.

8. The newly added columns ("Project" and "Department") are now showing on the Claim list.

9. To included the newly added columns ("Project" and "Department") in the template, on the left menu, choose Setting > System Setting > Designer Tool > Template. Click here to learn how to custom made a Claim template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Claim, include these 2 columns to the template:

• Header_Additional_Info_1
• Header_Additional_Info_2

Refer Template/Report Designer for more information about the functionalities in the designer.

To Add An Additional Info On Item Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Claim.

2. You can add up to a maximum of 2 additional column for Claim item level.

3. Under Item Level, choose the option Enable item level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

4. Next, choose the option Enable item level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

5. Choose Save & Stay floating button.

6. On the left menu, choose HR > Claim > My Claim. Choose Submit a new Claim button. Scroll to the item list in the Claim form. "Client Name" and "Category" column are now available in your Claim item list.

7. To included the newly added columns ("Client Name" and "Category") in the template, on the left menu, choose Setting > System Setting > Designer Tool > Template. Click here to learn how to custom made a Claim template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Claim, include these 2 columns to the template:

• Detail_Additional_Info_1
• Detail_Additional_Info_2

Refer Template/Report Designer for more information about the functionalities in the designer.