Setting Up Planning Application Display Groups

Use the Display Group setup pages to display groups of planning applications on your agency’s landing page, where you start an application.

A display group identifies a meaningful grouping of planning application types displayed as a list on the Apply page. The list appears as the planning applications that agency staff or a guest can select to initiate the application process.

For more information about how the Apply page looks and is used, see Choosing an Application Type.

Before setting up planning application display groups, you must set up the types of planning applications that your agency offers. See Setting Up Planning Application Types.

Adding Planning Application Display Groups

1. Select Planning and Zoning Setup > Planning Display Group.

2. On the Planning Application Display Group page, click Add to add a new grouping.

3. On the Planning Application Display Group Details page, enter values for the following:

   Page Element	Description
   Display Group ID	Enter a planning application display group name.
   Display Group	Enter a name for the display group that appears on the Apply page for guests and agency staff.
   Description	Enter a description of the display group that appears on the Apply page for guests and agency staff.
   URL	Enter a URL that agency staff can use to access additional information. This page is the only place that the URL appears, so it is not available to guests.
   Applicable Classification	Select the check box for the applications to which this display group applies. Choose from these options: Business Licenses Permits Planning and Zoning This option determines whether a display group type is shown on the Apply page for public users. A display group can be included with more than one classification.

4. Verify that the Enabled switch is turned on. The switch is turned on by default for new planning application display groups.

5. In the Display Group Lines section, click Add to set up a line on the Display Group Line Details page. The display group lines make up the list of planning application types in the new display group.

   Note: A mix of different transaction types can be added to a display group. For example, you can add a permit transaction type to a planning application display group and the other way around.

   Page Element	Description
   Display Order	Enter a numerical value in this field to specify the order in which you want the planning application type to be displayed, if desired. The default value is 0 and upon saving, the system automatically assigns the next value.
   Transaction Type ID	Select an existing transaction type ID. The description for the ID you enter here will appear in the Transaction Type field.
   Transaction type information	Review the attribute information for the planning application type to verify you have selected the correct transaction type ID: Transaction Type Classification Application Group Category Subcategory For more information about transaction type attributes, see Setting Up Planning Application Types.

6. On the Planning Application Display Group Details page, click Save.

Modifying Planning Application Display Groups and Lines

You can modify planning application display groups and the planning applications in the list on the Planning Application Display Group Details and Display Group Line Details pages, respectively.

1. Select Planning and Zoning Setup > Planning Display Group.

2. On the Planning Application Display Group page, select the row for the planning application group that you want to modify.

3. On the Planning Application Display Group Details page, you can:

   • Modify the group name and description. You can’t change the Display Group ID.

   • Turn the Enabled switch on or off to enable or disable the display group.

4. If you made any changes, click Save.

5. To modify the display group lines (the list of planning applications in a display group), select the row for the planning application group that you want to modify on the Planning Application Display Group page.

6. On the Planning Application Display Group Details page, select a display group line in the Display Group Lines grid.

7. On the Display Group Line Details page, you can change the values in these fields:

   1. Update the Display Order field to change the order in which the lines appear.

   2. Update the Transaction Type ID field with another existing planning application type ID.

8. If you made any changes, click Save.

Deleting Planning Application Display Groups and Lines

1. Select Planning and Zoning Setup > Planning Display Group.

2. On the Planning Application Display Group page, select the row for the planning application group that you want to delete.

3. If you want to delete the display group, click Delete on the Planning Application Display Group Details page.

4. If you want to delete multiple display groups, you can delete them from the Planning Application Display Group page:

   1. Click Edit.

   2. Select the check boxes for the display groups to delete.

   3. Click Delete.

5. To delete a display group line, go to the Planning Application Display Group Details page and select a display group line in the Display Group Lines grid.

6. On the Display Group Line Details page, click Delete.

7. If you want to delete multiple display group lines, you can delete them from the Planning Application Display Group Details page:

   1. Click Edit.

   2. Select the check boxes for the display group line rows to delete.

   3. Click Delete.