Configure Eligibility Checklist UI in License and Permit Playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure the eligibility checklist UI as a part of Record Generator in License and Permit Playbook.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Select the Checklist Template table by clicking on the label link.
    3. Select Show List under Related Links.
    4. Select New.
    5. Create a Checklist Template record by filling in the fields.
    6. Select Submit.
    7. Right-click on the top menu bar of the new Checklist Template record, and in the context menu, select Copy sys_id.
    8. Navigate to All > System Extension Points > Scripted Extension Points.
    9. Open the sn_gsm_lic_prmt.GSMLicensePermitConfig record, and locate the getEligibilityChecklist function.
    10. Optional: Switch to the License and Permit Playbook application to edit the record, if prompted.
    11. Add the logic after the iffunction.
      An example logic, placing within the quotes the table name and sys_id numbers, respectively.
      } else if(tableName == "[table name]") {
return "[sys_id]";
    12. Select Create implementation.

    Result

    The Eligibility Checklist now displays when you create a new License and Permit record in the first License and Permit Playbook activity​. See Define Eligibility Questions in License and Permit Playbook to configure the criteria used to determine eligibility for the License or Permit.