Defining a condition type

Condition types are the general requirements that must be satisfied for an application to continue through its permitting process. You can define a condition type under the Activities and Fees node or under a milestone node. When you define a condition type under Activities and Fees, you can associate it with the milestone at which Infor Public Sector adds the condition. When you define a condition type under a milestone node, Infor Public Sector automatically associates the condition type with that milestone. Under both nodes, you can associate the condition type with a formula that Infor Public Sector will use to calculate whether to add the condition at the indicated milestone.

  1. Select Project > Setup > Application Workflow.
  2. In the Application Types tree, browse to the condition types for the correct application type or milestone.
  3. Click the Conditions node.
  4. Click Add above the grid.
  5. Type a name for the condition type in the Condition Type field.
    The name must be unique within the application type but can be reused in other application types.
  6. Type a description of the condition type in the Description field.
  7. Select the Show in Portal check box if you want conditions of this type to be shown in Infor Rhythm for Civics.
    Rhythm for Civics is a cloud-based web portal for Infor Public Sector. You can also select the Is Public check box to show conditions to members of the public. You can specify an alternative description of the condition type to be displayed in the portal in the Portal Description field. See the Infor Rhythm for Civics Administration Guide for more information.
  8. Specify any other information about the condition type.
    You can leave the Add On field empty to indicate that the condition type will not be added automatically during the permitting process but can be added manually. You can specify a milestone in the Add On field to indicate that the condition type will always be added at that milestone. If you specify a milestone, you can also use the Add On Condition field to specify a formula that calculates whether the condition type is added at the milestone indicated in the Add On field. If the Add On Condition is satisfied or if no Add On Condition is specified, Infor Public Sector adds the condition when the application reaches the specified milestone. You can also indicate that the condition must be approved by a supervisor by selecting True from the Supervisor Approval list.
  9. Click Save.
    Infor Public Sector saves the condition type to the application type and shows it in the grid. If you specified a milestone, the condition type is also displayed in the grid for the Conditions node under that milestone.