Custom validation

You can use workflow formulas in Infor Public Sector to validate the data that users enter in the Add Instrument widget when submitting service requests in Rhythm for Civics.

For example, you might want to check the information that users enter on an agency-defined detail page.

Use the Workflow Manager in Infor Public Sector to define custom validation formulas for Rhythm for Civics. These custom validation events are available for the CRM.ServiceRequest object:

  • CustomValidatePortalDetails: Triggered when the user clicks Continue on the Additional Information tab in the Add Instrument widget. This is where any details that are defined for the service request type are displayed.
  • CustomValidatePortalInfo: Triggered when the user clicks Continue on the Record Information tab in the Add Instrument widget. This is the first step in the submission process.
  • CustomValidatePortalLocation: Triggered when the user enters the request location.
  • CustomValidatePortalPublicContact: Triggered when a user in the public role submits a service request.