Global service request settings

In addition to specifying which service request categories and request types are available in Rhythm for Civics, you can specify which service request information you want to show.

Because these settings apply to all service request types, they are defined using the Request Type Global Parameters dialog box in Infor Public Sector. On the Service Request Type page, click the Global Settings button and select the Portal Setup tab.

Under Instrument Setup on the Portal Setup tab, you can select the service request information that you want to show to customers in the portal. The Detail Page Constraints for Portal grid defines how Customer Service details are shown in Rhythm for Civics.

See Customer Service details.

Service and CDR Portal

For the Service and CDR Portal only, you can specify different information to show for customers and for public users. The Instrument Setup section has one set of check boxes for customers under Customer Details Options and a separate set under Public Details Options. For example, you might allow customers to add attachments to service requests, but public users can only view attachments.

See Customer and public detail options for service requests.

Only the customer options are used in the Billing Portal, because the Billing Portal does not support anonymous service requests.

For the Service and CDR Portal you can also use the Choose Fields to Show in Customer Service grid to select the fields that you want to show in different contexts in the card views in My Projects and the lookup.