System setup

You can use the Portal Setup tab of the CDR system setup forms to enter settings that apply to all applications in Rhythm for Civics regardless of the application type. For example, use the Building Permits System Setup form for building application settings.

Note: This topic describes the Portal Setup tabs as they appear in the July 2021 (11.2.0.2107) update of Infor Public Sector 11.2, and after. You will not see all of the same options if you are using an older version.

With the July 2021 update, some of the configuration settings for the Instrument Detail, Inspection Detail, Review Detail, Hearing Detail, and Planning Condition Detail widgets were added to the Portal Setup tabs in the back office.

To use the settings from the back office, you must enable this feature by clicking Enable for the Use Back-office Portlet Configuration feature in the Feature Upgrade widget. Until you enable the upgrade, Rhythm for Civics will continue to use the settings from the widget configurations.

See Feature Upgrade widget.

The Portal Setup tab has several subtabs.

Instrument subtab

On the Instrument subtab, under Customer Details Options, Public Details Options, and Service Provider Details Options, select the application information that you want to show for users in the different roles. For example, you might allow customers and service providers to add and view attachments, but not show attachments to the public.

Use the "Related Records" check boxes to specify which related records you want to show in My Projects, such as other applications and cases.

Use the Choose Fields to Show grid to select the fields that you want to show in the card views in the My Projects widget and the lookup (the Instrument List widget).

See Card views.

The Choose Fields to Show grid has these columns:

  • My Projects (As Parent Record): Select the fields to show in the My Projects card view for parent records.
  • My Projects (As Related Records): Select the fields to show in the My Projects card view for related records.
  • Lookup Records (Customer): Select the fields to show in the Instrument List card view for customers.
  • Lookup Records (Public): Select the fields to show in the Instrument List card view for public users.
  • Lookup Records (Service Provider): Select the fields to show in the Instrument List card view for service providers.

Other subtabs

On the Review and Inspection subtabs, under Customer Details Options, Public Details Options, and Service Provider Details Options, select the review and inspection information that you want to show for customers, for public users, and for service providers. Use the Choose Fields to Show grids on these tabs to select the fields that you want to show for service providers in the card view in the My Assignments widget.

Depending on the CDR module, you may also see the Hearing and Planning Conditions subtabs. Use these tabs to select the hearing and planning condition information that you want to show for customers and for public users.

Finally, on the Project System Setup page, use the Wizard subtab to enter configuration settings for the CPQ wizards, including the project application type to use and the fields that you want to show in the card view.

See CPQ integration.