Global request type settings for Rhythm for Civics

See the Infor Rhythm for Civics User and Administration Library for more information.

These settings apply to all request types. You can also define separate settings that are applied in the portal for individual request types.

See Portal configuration.

First, use the check boxes under Customer Details Options and Public Details Options to specify the information that you want to show in the Instrument Detail widget. There are separate settings for customers and public users so you can show different information, such as showing more complete information to customers.

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.