Add Instrument widget
Used to submit a new service request. This is shown when a user selects from the menu.
Note: The Add Instrument widget is also used in the Rhythm for Civics Service and CDR portal. Not all configuration options are
applicable in the Billing Portal.
You can enter these settings in the widget's configuration:
| Setting | Description |
|---|---|
| Instrument Wizard Summary Page | Page that shows wizard results. |
| Instrument Detail Page | Page that shows information about a selected instrument. |
| Instrument List Page | Page that is used to look up instruments. |
| Forgot Username Page | Page that is used to recover forgotten user names. |
| Forgot Password Page | Page that is used to reset forgotten passwords. |
| Register New User Page | Page that is used to register new users. |
| Start a Project Page | Page that is used to start a project using the CPQ wizard. Not used in the Billing Portal. |
| Dashboard Target Page | Page that shows the user's dashboard. |
| My Fees Target Page | Page that is used to pay application fees. |
| Default Collapse Custom Pages on Review and Confirmation | Indicates whether custom page are collapsed by default. |
| Use Embedded Details | Indicates whether details from Infor Public Sector are shown embedded
in Rhythm for Civics. See Embedded details. |
| Requests Submit Options (CRM) | See below. |
| Licenses and Permits Submit Options (CDR) | Not used in the Billing Portal. |
| Require reCaptcha on Anonymous Service Requests | Indicates whether reCaptcha is required for anonymous service requests. Use this to enable reCaptcha. |
| Site reCaptcha Key | Site reCaptcha key provided by Google. |
| Public Submit | Indicates whether attachments and custom pages are displayed
for service requests submitted by the public. Not used in the Billing Portal. |
| Customer Submit - Service Request | Indicates whether attachments and custom pages are displayed
for service requests submitted by customers. You can also enable custom
validation. See Custom validation. |
| Customer Submit - Building | Indicates whether attachments and custom pages are displayed
for building applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
| Customer Submit - Planning | Indicates whether attachments and custom pages are displayed
for planning applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
| Customer Submit - Project | Indicates whether attachments and custom pages are displayed
for project applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
| Customer Submit - Use Permit | Indicates whether attachments and custom pages are displayed
for use permit applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
| Customer Submit - License | Indicates whether attachments and custom pages are displayed
for license applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
| Customer Submit - Trade License | Indicates whether attachments and custom pages are displayed
for trade license applications submitted by customers. You can also enable custom
validation. Not used in the Billing Portal. |
Requests Submit Options (CRM)
| Setting | Description |
|---|---|
| Enable Submit | Indicates whether service requests can be submitted through the portal site. |
| Include Submit Confirmation Prompt | Indicates whether an additional prompt is shown asking the user to confirm that they want to continue when they click the button for a new service request. |
| Show Additional Location Information | Indicates whether the Location
Details field is shown under when users submit service requests. Not used in the Billing Portal. |
| Prompt for Contact Information only if requesting notification | Indicates whether the Contact Information page is shown in
the service request submission process if users are not logged in and do not request
to be contacted. Not used in the Billing Portal. |
| Enable Filter for Choose a Record | Indicates whether a search field is shown for service request types. The field is shown at the top of the list of available request types. As the user types in the field, the displayed request types are filtered based on the user's search terms. |
| Use Advanced Location Selection | Indicates whether you want to use the advanced location view when users submit
service requests. Not used in the Billing Portal. |
| Use location services | Select this check box to enable Rhythm for Civics to use the
device's location services. Not used in the Billing Portal. |
| Show as Separate Step | Indicates whether a separate tab is used for the location information when a
user submits a service request. Note: This
feature requires Infor Public Sector July 2022 or
later.
Not used in the Billing Portal. |
| Map Search Extent Size | Select the search extent size that you want to use. The small extent adds 0.001
to the latitude and longitude of a selected point, medium adds 0.01, and large adds
0.1. These values create extents of about .2 sq km, 2.2 sq km, and 22 sq km. Not used in the Billing Portal. |
| Custom Map Search Extent Size | Optionally, specify your own search extent size. Specify the value in the
Custom Search Extent Size field. Not used in the Billing Portal. |
| Autocomplete Search Extent for ESRI Suggest | Specify the extent within which you want to search for AutoComplete results if
GIS is not enabled. Use the four fields in this section to specify the minimum and
maximum latitude and longitude. Not used in the Billing Portal. |
| Maximum Autocomplete results to display | Specify the number of results that you want to display in the list for the
AutoComplete feature. Not used in the Billing Portal. |
| Address Moniker | Moniker to use to get addresses for the AutoComplete feature. Not used in the Billing Portal. |
Licenses and Permits Submit Options (CDR)
Note: These settings are not used in the Billing Portal.
| Setting | Description |
|---|---|
| Enable Submit | Indicates whether license and permit applications can be submitted through the portal site. |
| Include Submit Confirmation Prompt | Indicates whether an additional prompt is shown asking the user to confirm that they want to continue when they click the button for a new application. |
| Enable Filter for Choose a Record | Indicates whether a search field is shown for application types. The field is shown at the top of the list of available license and permit types. As the user types in the field, the displayed application types are filtered based on the user's search terms. |
| Include Unpaid Balance in Confirmation | Indicates whether the total balance of application fees is shown in the confirmation page after the user submits a CDR instrument. |
| Include Minimum Due in Confirmation | Indicates whether the minimum application fee payment that is currently due is shown in the confirmation page after the user submits a CDR instrument. |
| Use Advanced Location Selection | Indicates whether you want to use the advanced location view when users submit applications. |
| Use location services | Select this check box to enable Rhythm for Civics to use the device's location services. |
| Show as Separate Step | Indicates whether a separate tab is used for the location information when a user submits an application. |
| Map Search Extent Size | Select the search extent size that you want to use. |
| Custom Map Search Extent Size | Optionally, specify your own search extent size. Specify the value in the Custom Search Extent Size field. |
| Autocomplete Search Extent for ESRI Suggest | Specify the extent within which you want to search for AutoComplete results if GIS is not enabled. |
| Maximum Autocomplete results to display | Specify the number of results that you want to display in the list for the AutoComplete feature. |
| Use assets on Map | Indicates whether users can submit applications with assets that they select from the map as primary sites. |
| Address Moniker | Moniker to use to get addresses for the AutoComplete feature. |
| Parcel Moniker | Moniker to use to get parcels for the AutoComplete feature. |