Setting Up Permit Display Groups

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

A permit display group identifies a meaningful grouping of permit and planning application types displayed as a list on the Apply page. The list appears as the permits or planning applications that agency staff or a guest user 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 permit display groups, you must set up the types of permits your agency offers. See Setting Up Permit Types.

Adding Permit Display Groups

1. Select Permit Setup > Permit Display Group.

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

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

   Page Element	Description
   Display Group ID	Enter a permit 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 permit 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 permit 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 permit 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 Permit Types.

6. On the Permit Display Group Details page, click Save.

Modifying Permit Display Groups and Lines

You can modify permit display groups and the permits in the list on the Permit Display Group Details and Display Group Line Details pages, respectively.

1. Select Permit Setup > Permit Display Group.

2. On the Permit Display Group page, select the row for the permit group that you want to modify.

3. On the Permit 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 permits in a display group), select the row for the permit group that you want to modify on the Permit Display Group page.

6. On the Permit 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 permit type ID.

8. If you made any changes, click Save.

Deleting Permit Display Groups and Lines

1. Select Permit Setup > Permit Display Group.

2. On the Permit Display Group page, select the row for the permit group that you want to delete.

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

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

   1. Click Edit.

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

   3. Click Delete.