Restrict contact types and the number of contacts for the contact list section

One of the following situations provides the available contact types for the Contact list component. You can further determine which contact types can reveal to the Contact List section in the application intake form.

  • If your agency creates the ENABLE_CONTACT_TYPE_FILTERING_BY_MODULE standard choice and set its value to No, all the contact types created in the CONTACT TYPE standard choice become the available contact types for the Contact list component for your choice.

  • If your agency creates the ENABLE_CONTACT_TYPE_FILTERING_BY_MODULE standard choice and set its value to Yes, the available contact types for the Contact list component are the ones administrators assigned last time for a module in either Citizen Access setup or Civic Platform.

  • If your agency disables or does not create the ENABLE_CONTACT_TYPE_FILTERING_BY_MODULE standard choice, the available contact types for the Contact list component are those last time you assigned for the module in Citizen Access setup.

To learn how to assign contact types for a module, in Citizen Access setup see Assign contact types to a module, and in Civic Platform see Add or edit contact type security. For information about configuring the standard choices, refer to the Accela Civic Platform Configuration Reference.

To restrict contact types and set the maximum and minimum number of contacts for each contact type

When you add the Contact list component a page in the page flow, select the Contact list component on the page.

To learn how to add a component to a page in a page flow, see Work with pages in page flow.

  1. Select Contact type options in the Value column in the Property panel.

  2. Select the check box for the contact types that you want to reveal to public users in the application intake form.

  3. For each selected contact type, set the minimum and maximum number of contacts that you allow users to add to the Contact list section for that contact type.

  4. Select OK in the pop up window.

  5. Select Save on the upper left of the screen.