Infor Rhythm for Civics Service and CDR Portal Administration Guide

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About this guide
Related topics
Overview
System architecture
Site overview
Licensing
Transaction auditing
Users and roles
Creating users
Creating a portal user for a contact
Generating default users
Contact matching
Password requirements
Enabling account activation
Activating accounts
Login settings
Recovering usernames
Resetting passwords
Password reset options
Configuring reCaptcha
Access control
Setting administrative users
Setting the anonymous user
User impersonation
Token authentication page
Configuring user impersonation
Two-factor authentication
Single sign on configuration
Infor Public Sector configuration
Rhythm configuration
Configuring the OAuth login
Configuring the portal for SSO
Adding web content for SSO
Configuring the Login widget
Service providers
Configuring the service provider feature
Designating service providers
CDR configuration
System setup
Customer, public, and service provider detail options for CDR instruments
Application type categories
Application types
Milestones
Status checks
Field constraints
Applicants
Adding and inviting applicants
Applicant type and applicant capacity
Filtering applicant capacities
Application fees
Portal configuration
Fee payment on submission
Minimum payments
One-time payments
Fee locks
Inspections
Inspection request feature
Special instructions for CDR inspections
Showing unresolved inspections
Reviews
DigEplan configuration
Report configuration
Defining a report for the portal
Search by status dates
Custom validation
Page-level validation
Control-level validation
Portal configuration
Setting the location of an application
Customer Service configuration
Service request categories
Service request types
Global service request settings
Customer and public detail options for service requests
Anonymous service requests
Custom validation
Setting the request location
Configuring logs
Log generation links
Asset and Work Management configuration
Configuring details
CDR details
Customer Service details
Embedded details
Editing detail pages
Generating details
Generating details from Rest Services
Enabling access to details
Security for detail pages
Adding an expression group
Custom filter assemblies
AutoComplete
Getting started
Creating a service profile (Rhythm AutoComplete)
AutoComplete configuration
Enabling AutoComplete
Response binds
Delegates
Configuring attachments
Attachments in Infor Public Sector
Document type permissions
Attachment setup in the Portal configuration
Attachments for CDR instruments
CDR attachment limitation
Attachment size limits
Attachment links
Filters
Configuring filters for Rhythm for Civics
Example
Notifications
Payment processing configuration
PCI compliance
Receipt configuration
Elavon Converge configuration
Elavon Fusebox configuration
Payment Express configuration
Web form payment gateway configuration
Cashiering setup
Portlet configuration
Example
Hosted page payment gateway configuration
Cashiering setup
Portal configuration
Portal page setup
Widget configuration
External libraries
Example
Workflow formulas
Pending register transactions
GIS configuration
Supported providers
Location configuration
Localizations
Adding a basemap
Adding an OGC layer
Enabling address geolocation
Configuring labels
Advanced location selection
Configuring the service profile
Enabling GIS and AutoComplete
Configuring the Add Instrument widget
Assets on the map
Adding asset layers
GIS synchronization
Specifying monikers and mappings
CPQ integration
Creating a project application type
Connecting to CPQ
Creating a wizard
Map questions
Required records
Submitting a record with wizard answers
Configuring wizards
Starting wizards from Submit a Record
Site administration
Basic site configuration
Configuring widgets
Adding a widget to a page
Card views
Sharing information
Adding web content
Adding a page
Setting page permissions
Logging
Uploading files
Changing the header logo
Configuring the chat widget
Customizing text
Adding labels
Generic error messages
Maintenance mode
Style books
Portal configuration
Portal User node
Security node
Setup node
Attachments node
Billing node
CDR modules
Cashiering Transactions node
Contact Matching node
Contact Types node
Customer Service node
Electronic Plan node
GIS node
Login node
reCAPTCHA node
Reports node
Wizard node
PortalSetup configuration
Service and CDR Portal widgets
Account Information widget
Add Instrument widget
Carousel widget
Checkout widget
Contact Information widget
Current Statement widget
Dashboard Profile Summary widget
Detail Page Generator widget
Feature Upgrade widget
Forgot Username widget
H1 widget
Hearing Detail widget
Hosted Page Return widget
Image widget
Inspection Detail widget
Instrument Detail widget
Instrument List Card View widget
Instrument List View widget
Instrument Wizard Summary widget
Invite widget
Login widget
My Assignments Card View widget
My Assignments View widget
My Dashboard widget
My Fees widget
My Fees List widget
My Projects Card View widget
My Projects View widget
One-Time Payment widget
Payment History widget
Planning Condition Detail widget
Record Results widget
Register New Account widget
Request Inspection widget
Reset Password widget
Review Detail widget
Secondary Logo widget
SSO widget
Token Authentication
Web Content Proxy widget
Wizard widget
Supported MIME types
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