System settings for Rhythm for Civics
The Portal
Setups tab of the Case System Setup form
defines settings for cases in Infor Rhythm for Civics.
There are three sub-tabs: Instrument, Review, and Inspection.
Instrument tab
Use the check boxes on the Instrument tab to select the related records that you want to show for cases in the card view in My Projects. For example, you might want to show related service requests, but not building applications. You can also indicate whether related records can be added or deleted in Rhythm for Civics.
Use the
grid to select the case fields that you want to show in the card views. For each field in the grid, there are check boxes in four columns:- My Projects (As Parent Record): Indicates whether this field will be shown in My Projects when the case is the parent record.
- My Projects (As Related Records): Indicates whether this field will be shown in My Projects when the case is a related record.
- Lookup Records (Customer): Indicates whether this field will be shown in the lookup for users in the customer role.
- Lookup Records (Public): Indicates whether this field will be shown in the lookup for users in the public role.
Review tab
Use the Review tab to select the fields that you want to show for reviews in the card view in My Assignments.
Inspection tab
Use the Inspection tab to select the fields that you want to show for inspections in the card view in My Assignments.
See the Infor Rhythm for Civics Administration Guide for more information.