System settings for Rhythm for Civics

The Portal Setups tab of the Planning System Setup form defines settings for planning applications 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 planning applications in the card view in My Projects. For example, you might want to show related project applications, but not building applications. You can also indicate whether related records can be added or deleted in Rhythm for Civics.

Use the Choose Fields to Show in Planning grid to select the application 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 application is the parent record.
  • My Projects (As Related Records): Indicates whether this field will be shown in My Projects when the application 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.