Submit a partially completed record

You can submit partially completed applications, which enables you to process payments, generate deficiency letters, and perform other activities.

Agency administrators can configure Civic Platform so that users can defer validation on partially completed records. When you submit a record without validation, Civic Platform sets a Pending validation flag on the newly created record. Civic Platform also creates a Generated by cloning flag which defaults to No.

To defer the validation of a record

Create a record based on an application (see Create a new record for more information).
Complete the fields for which you have information. Do not complete any fields for which information is missing.
Select Submit.
If the record contains incomplete fields Civic Platform displays a "Validation failed" message and asks if you want to submit the record.
Select OK to submit the record without validation.
When you are ready to add missing information and/or missing documentation to the application, enter it into the record’s required fields, and satisfy any conditions of approval on the record.
When you are ready to validate the application, navigate to the Workflow tab and update the status accordingly.
Select Submit.
Select OK to open the application for validation.
Select Validate.
Scroll through the application and verify that all required fields are complete, then select Submit.

When Civic Platform successfully validates the record, the workflow status updates to Accepted.