Configuring Simplified Fee Estimates

Fee Estimate Overview

Before submitting an intake form, public users can estimate the fees associated with the transaction so they can prepare to meet any financial obligations. During a consultation, agency users also use this feature to inform public users of the fees involved with specific transactions, such as building permits, business license renewals, and so on.

Based on how the intake form is designed, users can perform these types of fee estimates:

Fee Estimate Type	Description	Configuration Required
Standard	The user launches the fee estimate interface by clicking the estimate fees icon on the Apply page. The user navigates through the entire form providing values into fields involved in fee processing.	Associate a fee schedule with the transaction. Add the Fee Summary field group to the intake form. Map form fields to the fee model.
Simplified	The user selects the Estimate Fees option from the I Want To menu on the landing page, and then launches the fee estimate from the Fee Estimate page. Only fields relevant to fee processing are displayed to the user, enabling quicker fee estimates. Note: Simplified fee estimates are not available for Code Enforcement applications.	Associate a fee schedule with the transaction. Add the Fee Summary field group to the intake form. Map form fields to the fee model. Use the information in this topic to configure specific form elements to display in the simplified fee estimate.

Note: Both registered and non-registered users (guest users) can estimate the fees involved with an application prior to submitting the intake form. For information on enabling guest user fee estimates, see Setting Up Agencies.

For more information on how users estimate fees, see Estimating Fees.

For more information on working with fees and intake forms, see Mapping Form Fields to Decision Model Attributes.

Configuring Form Elements for Simplified Fee Estimates

For a simplified fee estimate, you set the form elements in the form design that you want to display for users when they estimate fees. You can set these element types to display in a simplified fee estimate:

Group boxes
Field groups

To enable a form element for a simplified fee estimate:

Determine the fields you want to involve in the fee estimate.
Select the form element containing the fields.
Expand the Display section and the Fees section in the Attributes panel, and select Fee Estimate.
Confirm the selected form element displays the fee estimate icon, indicating it has been selected for simplified fee estimate display.

Note: The Fee Summary field group is included in the fee estimate by default, so it will always show the fee estimate icon. You need to add the Fee Summary field group to your form manually.

Note: If you have nested group boxes or field groups within group boxes, if the parent group box has been selected to display in the fee estimate so will the child elements contained in that group box, and the Fee Estimate option is read-only for the group boxes and field groups contained in the parent group box. If a parent group box is not selected to display in the fee estimate, child elements can be selected individually to appear in the fee estimate.

Testing Simplified Fee Estimates

You can test the simplified fee estimate straight from the intake form using the View Form feature. Select View Form > Fee Estimate to launch the fee estimate as it would appear for a user selecting it from the Fee Estimate page at runtime. The fee estimate launches in a new browser tab. Use this option to confirm the elements and fields displayed for the user and confirm the fee summary is correct.

Note: The fee estimate option is enabled only for forms that contain group boxes or field groups with the Fee Estimate option selected.

Note: The Fee Estimate page does not allow you to save or submit, and because of this any validation or business logic Groovy scripts that affect the fields involved in the fee calculations won't be triggered.

For more information on testing intake forms, see Testing Intake Forms.