> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-to-set-up-eligibility-window-for-warranty-claims.md).

# How to set up eligibility window for warranty claims

We have two ways of setting up warranty eligibility, by country or by product, depending on how your warranty periods are structured. This article will show you how to set them up.

### Option 1: Country-to-country basis

If all products in the same country share the same warranty period, we recommend setting it up at the **policy level**.

#### How to set it up

1. From your **Claimlane Inbox**, click on **Settings** in the bottom left corner.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FavrzDkXc5iSWRVLi4MNp%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%209.11.46.png?alt=media&amp;token=02ad66a7-0d95-4bb4-8765-a5fdf283aaba" alt=""><figcaption></figcaption></figure>

2. On the left-hand side menu, select **Self-service portals**.\
   Then click **Manage** on the portal where you want to edit warranty settings.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FYaaZ0Mcuf57ifMaJNPMG%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2011.08.03.png?alt=media&amp;token=3df9d2ea-fd97-4e9c-a237-d18f1da0c27c" alt=""><figcaption></figcaption></figure>

3. Find your flow (e.g., **Web - Claim**) and open the **Return policies** tab.\
   Select the policy you want to edit.\
   If your flow handles more than one country, make sure to **add a separate policy for each country**.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FEYhiwW6z5YHIlY55FKte%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2011.09.04.png?alt=media&amp;token=a2046dc3-9e5f-4fcf-bd9a-ce4e0adc6034" alt=""><figcaption></figcaption></figure>

4. In the **Policy view**, scroll down until you find **Eligibility window**.\
   Here, you can define the warranty period in **days**.\
   For example, set `365` for a 1-year warranty or `730` for a 2-year warranty.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FXEBUOR5Xjqmaecje02Ui%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2011.17.06.png?alt=media&amp;token=64b5f13c-322b-4667-9441-890a6dc688a1" alt=""><figcaption></figcaption></figure>

Once done, your warranty claim eligibility window will automatically apply to that region.

#### How to set it up

1. From your **Claimlane Inbox**, click **Settings** in the bottom-left corner.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FEoXNpgm2kauHFDZH2Gu9%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%209.11.46.png?alt=media&amp;token=6e30e4ab-5690-4305-8142-5095174cd4ef" alt=""><figcaption></figcaption></figure>

2. In the left-hand menu, click **Self-service portals** and then **Manage** on the portal you want to edit.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FA9QYnGU78Aszu65V08UX%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2011.08.03.png?alt=media&amp;token=f60dcc24-a23f-4f92-a894-d04028aa3613" alt=""><figcaption></figcaption></figure>

3. In the left menu, go to **Portal settings and start screen**.\
   Scroll down until you find the **Data source** section.
   * If you already have a data source, click **Go to datasource**.
   * If none is selected, click the dropdown that says “Disable” and choose the one you want to use.
   * If you don’t have a data source yet, create one and make sure it’s selected here.<br>

     <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FXLqMr7qOROe1DAUNkshQ%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2012.27.44.png?alt=media&amp;token=0f063655-311c-4652-b9e6-603ed3d7b463" alt=""><figcaption></figcaption></figure>

4. In your **data source**, go to the **Product data** tab and make sure you have a column called **Eligibility Window Days**. If the content of this column is empty, make sure to add it. If you don't know how click [here](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-to-upload-product-data-manually-b2c).\
   This column should contain the warranty duration (in days) for each product.\
   For example, `365` for 1 year or `730` for 2 years.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2Fz9HPPLjHMXcrUKGNW3J1%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2012.29.50.png?alt=media&amp;token=a78e9701-a9f7-489b-86da-c3de91ac1b4c" alt=""><figcaption></figcaption></figure>

5. Once your product data is ready, go back to your **portal policies**:
   * Open **Settings → Self-service portals → Manage**

   * Select your flow (e.g., **Web - Claim**)

   * Go to the **Return policies** tab<br>

     <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FGcDkwPIYHHzQxDT95XY1%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2012.47.23.png?alt=media&amp;token=c558a514-7258-4ffe-aa52-5e705e22634b" alt=""><figcaption></figcaption></figure>

   * Select the policy you want to edit\
     *(Unlike the country-based setup, you don’t need one policy per country here.)*<br>

6. In your policy view, scroll down to **Case eligibility window** and simply toggle on **Use product-based eligibility window**.<br>

   <figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2F1K7EIvQxM6k0w1wE3F9x%2FCaptura%20de%20pantalla%202025-10-28%20a%20las%2012.38.42.png?alt=media&amp;token=76a06ee6-c7a7-427d-8aef-3f8d8f3c69c5" alt=""><figcaption></figcaption></figure>

That’s it!\
Your eligibility window will now automatically apply based on each product’s warranty period from your data source.

{% hint style="info" %}
Now you should be able to see eligibility windows on your tickets
{% endhint %}
