Global request type settings for Rhythm for Civics

The Portal Setup tab of the Request Type Global Parameters dialog box defines settings for service requests in Infor Rhythm for Civics. You can indicate which types of related records you want to show for service requests in Rhythm for Civics, and you can indicate which service request information you want to show. If you've defined service request details, you can also specify how the details will be displayed in the portal.

Use the check boxes under Instrument Setup to select the related records that you want to show for service requests in the card view in My Projects, such as other service requests and cases. You can also indicate whether related records can be added or deleted in Rhythm for Civics.

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

Finally, use the Detail Page Constraints for Portal grid to define how your service request details will be shown in Rhythm for Civics. The grid lists each detail that you have defined, including both global details and details for specific request types, and has two columns indicating how that detail will be displayed: Customer View and Public View. In each column you can select one of three options:

  • Editable: The detail is shown in the portal, and is editable by users in this role.
  • DisplayOnly: The detail is shown in the portal, but the information is display-only for users in this role.
  • NotPresent: The detail is not shown for users in this role.

See the Infor Rhythm for Civics Administration Guide for more information.