Using the Intake Form Designer for Business Licenses

This topic describes how to use the Intake Form Designer for business license types, including business license applications and contractor registration.

These predefined field groups are required when designing business license intake forms:

• Application

• Applicant

• Business Details

• Business Owners

• Contacts

• Locations

For more information about the required field groups, see the sections, "Common Predefined Field Groups" and "Predefined Business License Field Groups" in Using Predefined Field Groups.

The Contractor field group is optional and requires additional configuration.

Using the Contractor Field Group

Agencies can use the Contractor field group to collect contractor license information during the intake process when their systems are set up for contractor management. If you want to create a contractor registration form, start by selecting the Contractor Registration subclassification for a business license type. For more information about setting up contractor registration, see Setting Up Contractor Registration.

The agency sets up the intake form to collect 1 contractor license or multiple contractor licenses in the Contractor field group in the intake form designer.

If you want to make a contractor license required for specific permit, planning, and business license application types, turn on the switch to Require at least 1 contractor license. When the agency activates the requirement, the applicant must provide a contractor license to submit the application. The requirement is active by default when agencies set up contractor registration applications. Applicants who self-identify as contractors or agents in an application always need to provide a contractor license. If the Contractor field group isn't used in the form designer or the Contractor field group is conditionally hidden based on the configuration of other fields in the form designer, the requirement isn't enforced. Applicants can't delete the license they added as part of the requirements for the application; only administrators can delete the license after the application is submitted.

You can also indicate whether a particular contractor section should appear for this business license type and add instructional text to each section to provide assistance with filling out the application or contractor registration.

Here's how to configure the Contractor field group:

1. Select the Contractor field group on the page and expand the Contractor Properties in the element attributes panel.

2. Turn on the Require at least 1 contractor license switch to make a contractor license required for this business license application. The requirement is active by default when you set up contractor registration applications.

3. In the Text Category drop-down list, select an option to filter the instructional text that appears on the Select Display Options page. See a later step here for information about the Select Display Options page.

   For more information about instructional text categories, see Managing Instructional Text.

4. In the Display Mode drop-down list, select an option for collecting the contractor license information for this application or registration form:

   • Single Entry - Restrict the number of licenses entered to 1 contractor license.

   • Multiple Entry - Allow the registrant to enter more than 1 contractor license.

   • Select from List - Require the registrant to select a license from the agency's approved contractor license list.

   Note: Whereas system and business license administrators can update contractor license information on an application regardless of the option you select here, agency staff with the Business License Manager, Business License Specialist, and Business License Analyst roles can only update contractors on applications using the Single Entry and Multiple Entry collection method. For more information, see Working with Contractors and Agents in Applications.
   Note: The Limit License Usage to Authorized Contacts switch in the agency's contractor license options allows only authorized contacts access to the agency-maintained list of approved contractors when selecting a contractor license and only applies to business license applications using the Select from List option for collecting contractor information. For more information, see Setting Up Contractor License Options.

5. Click the Display Options link to open the Select Display Options page. The sections available here were enabled at the agency level on the Contractor License Options Details page.You can choose the sections and instructional text to display on this application or registration form:

   Page Element	Description
   Instructional Text ID	Select instructional text for each section to embed additional information for the applicant or registrant. For more information, see Managing Instructional Text.
   Display Section	Turn on the switch for each available contractor section that you want to display on the intake form. If you turn off the switch for a section, the section isn't available on the form. For more information, see Setting Up Contractor License Sections.