Calculating a field requirement for an endorsement

You can direct Infor Public Sector to calculate a field requirement for an endorsement at the system level using a status check formula. This is different from a condition that requires an external approval, such as a supervisor signing off on a condition. For example, you could write a formula that requires a priority level in the Priority field, or that requires a name in the Business Name field. You specify a status check formula as a status check for a milestone when you define an endorsement milestone.

Note that the status check formula does not put requirements on the database but rather on an endorsement's approval process. If the requirement is not met, Infor Public Sector halts the approval process until the requirement is met. This means that agency personnel can create records even if they don't include data required by a status check formula. For example, if a status check formula requires that an endorsement has a list of the non-food items a restaurant plans to sell, a desk clerk can start a license application and add the correct endorsement without recording these items. Neither the endorsement nor the license, however, will advance through their processes until the list is completed.

Status check formulas use the oEndorsement object (an instance of the Hansen.CDR.BusinessLicense.iLicenseEndorsement class) and the oLicenseApp object (an instance of the Hansen.CDR.BusinessLicense.iLicenseApplication class) to set StatusCheck to either True or False. If the formula returns True, Infor Public Sector halts the endorsement's approval process. If the formula returns False, Infor Public Sector doesn't halt the licensing process. For more information about this object and for sample code, click the Information tab in the Formula Editor.

StatusCheck = False
If oLicenseApp.Priority.Code.ToUpper = "" Then
  StatusCheck = True
  End If

StatusCheck = False
If oEndorsement.EndorsementActivities.Count < 1 Then
  StatusCheck = True
End If