Licenses and permits are modelled as products, and for approved applications, the license or permit instances will be generated and recorded in the specific install base item extensions, referred to as Items Received. You can
further extend the install base to define specific license or permit items received classes.
Before you begin
Role required: admin
Procedure
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Review the legacy permit application’s attributes and pre-determine the attributes to be created on the extended case type.
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Navigate to and select New.
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Enter the name of the license or permit for which new cases will be created.
Note: The value in the Name field will be auto-populated based on the value entered in the Label field.
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Select the License and Permit Case value in the Extends table field.
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Right-click in the record header and select Save.
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Select New under the Columns tab to add additional fields relevant to the license/permit application.
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Enter a value in the Column label field, and select options for the other column-level attributes.
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On the form, fill in the fields, adding new columns for each question listed in the license/permit application.
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Select Update.