Setting Up Business License Display Groups

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

A display group identifies a meaningful grouping of business license types displayed as a list on the Apply page. The list appears as the business licenses 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 business license display groups, you must set up the types of business licenses your agency offers. See Setting Up Business License Types.

Adding Business License Display Groups

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, click Add to add a new group.

  3. On the Business License Display Group Details page, enter values for the following:

    Page Element

    Description

    Display Group ID

    Enter a business license 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 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 are transaction types that make up the list 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 planning application transaction type to a permit 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 business license types 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 business license 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 Business License Types.

  6. On the Business License Display Group Details page, click Save.

Modifying Business License Display Groups and Lines

You can modify the display groups and the business licenses in the list on the Business License Display Group Details and Display Group Line Details pages, respectively.

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, select the row for the business license group that you want to modify.

  3. On the Business License 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 business licenses in a display group), select the row for the business license group that you want to modify on the Business License Display Group page.

  6. On the Business License 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 business license type ID.

  8. If you made any changes, click Save.

Deleting Business License Display Groups and Lines

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, select the row for the business license group that you want to delete.

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

  4. If you want to delete multiple display groups, you can delete them from the Business License 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 Business License 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 Business License Display Group Details page:

    1. Click Edit.

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

    3. Click Delete.