Application type categories

Application types can be organized in categories in the Application Workflow forms in Infor Operations and Regulations. The categories that are defined in Operations and Regulations can also be shown in Rhythm for Civics.

Whether an application type category is shown in the portal depends on the application types that belong to that category. When a user starts an application in Rhythm for Civics, the Add Instrument widget shows each category with at least one application type that is available in the portal. The available application types are grouped under the category.

When creating an application type category in Operations and Regulations, you can use the Portal Title field to specify the title that will be used for the category in the portal. If you don't enter a portal title, then the category name will be used.

You can also use the Portal Description field to enter an alternate description of the category for portal users, and you can use the Portal Order field to specify the order in which the category will be displayed.

Merging categories

If the UX Enhancements for CDR Portal Submittal feature is enabled, the Merge this category with categories in other modules with the same name and hierarchy check box is shown under the Portal Description field. Use this check box to display a consolidated view of similar categories from different CDR modules on the Submit a Record page.

For example, suppose you have defined a category called Residential in the Application Workflow form for both Building Permits and Planning. By default, two separate categories called Residential will be shown on the Submit a Record page, one for the building application types and one for the planning application types.

If the Merge this category with categories in other modules with the same name and hierarchy check box is selected for both Residential categories in Operations and Regulations, then the Submit a Record page will show a single category called Residential for both the building and planning application types.

Note: Categories are only merged on the Submit a Record page if they are at the same level of the category hierarchy. For example, if Residential is a root-level category for planning application types, but is nested under a Construction category for building application types, the categories are not at the same level, so they are not merged.

When you select Merge this category with categories in other modules with the same name and hierarchy for a category, the setting also applies to all subcategories. You cannot enable or disable merging of subcategories separately.