Status checks

The status checks that you define for your application milestones can be shown in Rhythm for Civics. To show a status check, select the Show in Portal check box for the status check in Infor Public Sector.

You can also enter an alternate description of the status check under Portal Description. This description will be shown in the portal to help users understand what the status check is and how it can be satisfied. You can specify a static description, or you can use a formula to create a dynamic description.

  • To use a static description, select Text-Based from the Description Type field and enter your description in the HTML comments field below.
  • To use a formula, select Formula-Based from the Description Type field and enter your formula in the Description Formula field.

In Rhythm for Civics, status checks are shown in the Needs Action section of the Instrument Detail widget. The widget shows a separate group box for each status check, with the portal description as the group box's title.

Note: If you are not using Inspection Result status checks, you can configure Rhythm for Civics to show unresolved inspections in the Needs Action section. An unresolved inspection in this context is any inspection without a result code.

See Showing unresolved inspections.

In addition, My Projects shows a count of pending tasks, which are uncompleted status checks, for each application. If you do not want to include a status check in this count, select the Exclude from Portal Pending Activities check box when editing the status check. This gives you the option of only counting status checks that the customer is responsible for completing, such as paying fees, and not counting status checks that the agency is responsible for.

Note: This setting only affects the count of pending tasks in My Projects. The Instrument Detail widget still shows all status checks for which Show in Portal is selected.

Links to details

You can include links to detail pages in the Portal Description field. These links are shown in Rhythm for Civics, and can be used to open the specified details.

You can add a link to a detail page while editing a status check in Infor Public Sector. Select the link text in the Portal Description field and click Create a Link in the toolbar. For the URL, specify the moniker of the detail that you want to link to, preceded by a #, such as #InforClient.DtlApplet.AppDtl.

If you don't know the moniker of the detail, you can use Application Workflow to look it up. When you open an existing detail type, the moniker is displayed in the Name of Detail Page field.

You must also generate the detail in Rest Services to make it available in the portal site.

See Configuring details.

Milestone progression

Satisfying the criteria for a status check in the portal does not automatically trigger milestone progression the way it does in Infor Public Sector.

For example, suppose there is a status check at an application's current milestone that checks whether a field on a detail page has a value. If you enter a value in that field in Infor Public Sector, and all other conditions for the current milestone have been met, then the application will progress to the next milestone. If a user in Rhythm for Civics enters a value in that field, the application will remain at the current milestone until you click the Check Status button in the Application InfoViewer.

To trigger milestone progression from Rhythm for Civics, you can add workflow formulas in Infor Public Sector. These formulas simply update the associated application, which triggers milestone progression if all conditions have been met.

For example, to trigger milestone progression from a status check that checks a detail page, you would add formulas to the AfterAdd and AfterUpdate events of the agency business object. This example shows the formula for an agency object called MyDetailPage.

oMyDetailPage.ApplicationDetailKey.BuildingApplication.UpdateApplication ()