Defining an application detail

You can define an application detail for an application type or for a specific milestone.

  1. Select Building Permits > Setup > Application Workflow.
  2. In the Application Types tree, browse to the application details for the correct application type or milestone.
  3. Click Add above the Application Detail Types grid.
  4. Type a brief description of the detail in the Description field.
  5. In the Name of Detail Page field, load the detail page that this detail will use.

    Click the popup button to the right of the Name of Detail Page field.

    • To use a new page, select Create New Page, click Next, and create your page in the Page Builder.
    • To use an existing page, select Use Existing Page, select the correct detail page from the Inspection Detail Types popup, and click Select.

    In the Name of Detail Page field, Infor Public Sector shows the detail that you either created or selected. After a page is displayed in this field, you can modify it by clicking the field's popup button again, selecting Edit Existing Page, and clicking Next. Infor Public Sector loads the detail page into the Page Editor where you can modify it. When you're finished, click Save. You can also delete a detail page by clicking the field's popup button, selecting Delete Page, and clicking Next. Note that you can modify and delete detail pages only if no applications currently include details based on those pages.

  6. Specify the date members of your agency can start using the detail in the Effective Date field.
  7. Provide any other information about the application detail.
    • You can specify a milestone in the Add On field to indicate that the detail is always added at that milestone. If you leave the Add On field empty, the detail can be added at any time in the permitting process.
    • To show the detail in the Start Application page, select the Shown in Start Application check box. If you select Shown in Start Application and specify a milestone in the Add On field, then the detail will not be shown in the Start Application page unless the add on milestone is the initial one.
    • You can also use the Add On Condition Formula field to specify a formula that calculates whether the detail is added.
  8. Click Save.
    Infor Public Sector shows the Access Group Name dialog box, which you can use to indicate the name you want Access Control to use for this detail. The name of the detail is displayed in the field by default.
  9. Optionally, specify a new name for the access control item in the Access Group Name field.
  10. Click Save.
  11. When you're finished defining application details, click Close and set up access control for each detail.