Create, edit, and delete activity-specific information group codes

Before Civic Platform users can work with activity-specific information, administrators need to create group codes for the information. Each activity-specific information group code can include many activity-specific information subgroups. Administrators can also edit activity-specific information group codes, as needed.

You can identify fields as any of the following basic types:

Field	Description
Number field	Lets users enter only numeric characters in a number field. A number field displays the word “number” to the right of the field.
Text field	Lets users enter only text characters in a text field. A text field displays the word “text” to the right of the field.
Text area	Lets users enter multiple lines of text, such as a three-line address.
Date button	Lets users search for a date rather than entering a date manually.
Yes/No radio buttons	Lets users select either a Yes or No value.
Drop-down list	Lets users choose a value from a list of predefined values determined by your agency.
Time	Lets users enter a time value.
Money	Lets users enter a dollar amount.
Check box	Lets users select to select the option.

Create or edit an activity-specific information group code

Creating a group code is the first step in the process for working with activity-specific information.

To create or edit an activity-specific information group code

From the Administration menu, select Workflow & activity > Activity specific info.

Do one of the following:

Select the activity-specific information group code you want to view.

Search for the activity-specific information group code you want to view.

Select Search.

Complete the search criteria

Field	Action
Activity specific info group code	Enter the activity specific info group code you want to find.
Activity specific info subgroup	Enter the name of the activity specific info subgroup you want to find.

Select New to create a new activity-specific information group code.

Complete the Activity specific info group code fields that display.

Field	Description
Field type	Choose the type of field in your activity specific group.
Field label	Enter a label for the subgroup field.
Group display order	Enter a number to determine the position of the activity-specific information group. For example, enter “10” to display the Phone call group code first and “20” to display the Email group code second.
Display order	Enter a number to determine the position of the subgroup field for the group code. For example, to have the Date subgroup field display before the Reply by subgroup field, enter “10” for the Date subgroup field and “20” for the Reply by subgroup field.
Fee indicator	Enter a unique 5-digit indicator to identify this application-specific variable in the fee formula. You must use a value between 10100 and 10599 and use the following format: $fixxxxx$. This field is optional. For example, enter $fi10101$
Unit	Enter any unit definition that you want to attach to the field value. For example, enter “square feet,” “dollars,” or “miles.”
Default value	Enter the desired default value for the activity-specific information group code.
Activity specific info group code	Enter the name of the activity specific group.
Activity specific info subgroup	Enter the name of the activity specific subgroup. The subgroup identifies the specific type of information that the agency wants to associate with the activity.
Use shared drop-down lists	Select this option to associate shared drop-down lists with an activity-specific information group code. When you select this option, a search field enables you to search for existing shared drop-down lists. If you search for a shared drop-down list that does not match any existing shared drop-down lists, then the Shared drop-down list search page opens. Use this page to search for existing shared drop-down lists. If you search for a shared drop-down list that matches one existing shared drop-down list, then the existing shared drop-down list displays in the Activity Specific Info Group Code detail portlet. If you search for a shared drop-down list that matches multiple existing shared drop-down lists, then the Shared drop-down list select page opens and you can select the desired drop-down list.
Display len	Specify the maximum number of characters that the activity-specific information can display.
Max len	Specify the maximum number of characters that the field accepts.
Searchable flag	To allow users to search for the activity-specific information, choose Yes; otherwise, choose No.
Status	To allow users to use the activity-specific information field, select Enabled; otherwise, select Disabled.
Required flag	To require users to enter a value in this field, choose Yes; otherwise, choose No.

Select Submit.