Field Name | Data Type | Additional Information | Value |
Policy Holder First Name | Single Line | Click the More icon and select Mark as required to make this field mandatory | - |
Policy Holder Last Name | Single Line | Click the More icon and select Mark as required to make this field mandatory | - |
Nationality | Single Line | - | - |
Date of Birth | Date | Click the More icon and select Mark as required to make this field mandatory | - |
Email | Email | - | - |
Mobile | Phone | Click the More icon and select Edit Properties. Check the Encrypt Field box to enable data encryption for this field | - |
Marital Status | Pick List | - | Married, Unmarried, Divorced |
Gender | Pick List | - | Male, Female, Other |
Education | Pick List | - | Post-Graduate, Graduate, Diploma, Others |
Occupation | Pick List | - | Self-employed, Salaried, House wife, Student, Other |
Annual Income | Currency | - | - |
Field Name | Data Type | Additional Information | Value |
Address | Multi-Line | Click the More icon and select Edit Properties. Check the Show Tool Tip option and add the following text to the Info Icon text box "We will send your policy and all other important documents here". | - |
City/Town | Single Line | - | - |
District | Single Line | - | - |
State | Pick List | Click Add Options in Bulk and choose Manual Entry. Add the names of the States sequentially and click Add choices. | - |
Pincode | Number | - | - |
Field Name | Data Type | Additional Information | Value |
Proposed Policy From Date | Date | - | - |
Proposed Policy To Date | Date | - | - |
Plan | Pick List | - | Gold, Silver, Platinum |
Do you wish to opt for a 20% co-payment? | Checkbox | - | - |
Sum Insured | Currency | - | - |
Field Name | Data Type |
Proof of Address | File upload |
Proof of Identity | File upload |
A subform is a secondary form within the primary form. The Nominee Details section will be a subform to collect required details such as name, age, and other identity-related information. While the primary form is still about the insurance policy holder, the subform is a table with details about their nominees.
Field Name | Data Type |
Nominee Name | Single Line |
Relationship | Single Line |
Nominee Age | Number |
Nominee Address | Multi-Line |
Claim Percentage | Percentage |
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