Clear or Copy Data in Intake Form Grids

In the Intake Form Designer you now have the option to specify how grid data is managed from one transaction to another, such as from origination to amendment or from renewal to renewal. When you select an option for License Activity a "Manage Data" button will display. Clicking this opens the Manage Data dialog where you can specify which grid columns to copy forward by checking the appropriate checkboxes. You can opt to select or clear all columns using the "Select All" option. If no columns are selected, no grid data will be copied. When you add or remove columns the copy column list is automatically updated and the new data is set to copy forward, where removed data will no longer appear in the dialog. If you clear the Amendment or Renewal License Activity checkboxes, this resets the copy columns grid layout and all columns are copied regardless of where the License Activity setting is changed. 

This feature gives the agency more flexibility in what information they can copy from transaction to transaction in their intake forms. 

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

For already created intake forms, you can modify these in your development environment to modify which columns are copied forward. Open the record type design containing the grid. Select the grid, click the manage data button and make the necessary changes. Save, migrate and publish your changes. 

Key resources

See Implementing Permitting and Licensing, "Creating Intake Forms", Configuring Activity Filtering for Business Licenses on the Oracle Help Center.