Application types
To make an application type available in Rhythm for Civics, select the Show In
Portal check box in Infor Public Sector. You can also
define various other settings for each application type.
These options are shown on the Portal Setup tab of the Application Type dialog box in the application workflow forms:
- Show In Portal
- Select this check box to make an application type available in Rhythm for Civics.
- Is Public
- Select this check box to make an application type visible to users in the public role. Public users can view applications in the portal, but only customers can take actions against them.
- DigEplan Customer Comments
- If the DigEplan integration is configured for Rhythm for Civics, this check box controls whether the Comments tab is shown on electronic plans for applications of this type.
- DigEplan Customer Submittal
- If the DigEplan integration is configured for Rhythm for Civics, this check box controls whether the Submission Package tab is shown on electronic plans for applications of this type.
- Portal Description
- Optionally, provide an alternative description of the application type that will be displayed in Rhythm for Civics.
- Primary Site
- Use these check boxes to indicate which types of records can be used as primary sites when users submit applications through the portal. Select any combination of Addresses can be used, Assets can be used, and Parcels can be used. If Assets can be used is selected, you must specify the supported asset types in the Portal Assets grid.
- Associated Sites
- Use these check boxes to indicate which types of records can be added as associated sites when users submit applications through the portal. Select any combination of Addresses can be used, Assets can be used, and Parcels can be used. If Assets can be used is selected, you must specify the supported asset types in the Portal Assets grid.
- Portal Assets
- If assets are allowed as sites, use this grid to specify the asset types that are supported. You must enter one or more asset types if the Assets can be used check box is selected under or . The same asset types are used for both primary sites and associated sites.
- Allow Submission
- Indicates whether applications of this type can be submitted through the portal. This check box is not available for case types.
- Portal Keywords
- Optionally, specify a list of keywords that can be used to search for application types in the portal. If filtering is enabled for application types in the Add Instrument widget, a search field is shown at the top of the list of available application types. As the user types in this field, the application types are filtered based on attributes such as the category and the description. Any keywords that you define will be used as additional search criteria.
- Portal Instructions
- Optionally, specify instructions for submitting this application type. The instructions will displayed for users in the portal site.
You can also define custom log generation links for your application types. Portal users can click the links to add different types of log entries to applications, and to change the status of applications.
See Log generation links.
The Show in Portal and Is Public check boxes, and the Portal Description field, are also available for these types of records that are associated with application types in Infor Public Sector:
- Condition types
- Inspection types
- Review types
- Hearing types (Code Enforcement and Planning)