Configure custom field and list drill-downs

You must configure Civic Platform to display custom field and custom list drill-downs for Civic Platform users. The configuration steps include:

  • Setting three FIDs

  • Defining the custom field information

  • Creating or editing shared drop-down lists

  • Creating or editing custom list drill down records.

You can associate a custom fields group with a custom field or custom list in your application. To specify the application to apply the field or list to, you must associate the custom fields group or custom list group with the record type. The shared drop-down lists contain the values for the custom field or custom list drill-downs.

As soon as you associate the custom fields group with a custom list drill-down, the drill-down displays on the application, even if you have not assigned values to the drill down record. You can set the custom field or custom list drill-down record as “inactive” until it is ready for the application.

Custom List drill-downs allow users to search for the value of a column with a drill-down approach. This drill down displays in the application. The drill-down functionality guides the user through a series of drop-down fields that present unique data choices based on previously-selected data fields. When you complete all the selections, Civic Platform displays a field or list drill-down table with the value results in the application. You can apply drill-down fields to multiple custom fields groups. For example, you can apply a list of business license types to both business and professional licenses.

For example, you can prepare a list for multiple business license types. You can specify the first option, such as Agriculture, and then assign subgroups, such as Plants and Trees Cultivation, and Seeds and Crops Cultivation. You can then create additional groups for each of the subgroups which narrows the license options available. After you assign the groups and subgroups, the options display as custom lists in the public user view.

Custom Fields and Custom Lists drill-downs are available to both Civic Platform and Citizen Access users. For information about the additional steps required to configure custom lists drill-downs for Citizen Access applications, see “Configuring ASI Table Drill-Downs” in the Citizen Access Administrator Guide.

To configure Custom Fields and Custom Lists drill-down display

  1. Create or edit the custom fields group and subgroup and the custom lists group and subgroup. (See Create and edit custom fields groups subgroups or Create, edit, and delete custom lists and subgroups.)

  2. On the Intake form configuration group, select Yes on the Custom fields and Custom lists options. (See Intake form configuration groups.)

  3. Create or edit the shared drop-down lists with the values needed for the drill-down. (See Create shared drop-down lists.)

  4. Create or edit the custom field or custom list drill-down record. (See Custom fields and custom lists drill-downs.)