Creating a Condition Template

The condition templates are in fact Custom Fields groups. The options in the Template field of a condition or a condition type are the Custom Fields that you have configured in your Civic Platform implementation. The steps to prepare condition templates are the same as preparing Custom Fields groups for records. This section describes the key tasks you must perform.

Topics

Defining Custom Fields Group Data for Conditions

When you create a template for a condition, you configure the Custom Fields group first. The Custom Fields group name displays in the Template field when creating a condition or a condition type.

Note:

The template that you specify for a condition overrides the template, if any, that you associated with the condition type of the condition.

To define a Custom Fields subgroup in a Custom Lists group for a condition template, asee Creating Custom Fields.

Setting Condition Template Permissions

Either Custom Fields security settings or a customized Custom Fields form layout can block a user or user group from viewing certain Custom Fields and Custom Lists on a condition template.

The permissions set for a standard condition always override the permissions set for the condition type to which it belongs. User level permissions override user-group level permissions. If a user has Custom Fields security or Custom Fields form layout permission at the same time, the strictest access setting applies.

There are various methods to control user and group access to condition template fields.

You can assign permissions based on the user login to restrict access to Custom Fields and Custom Lists data. See Setting Up Security Policies.

Note:

If you do not have access permission to a Custom Fields group, the Custom Fields group can still display as a condition template option. However, when you select the Custom Fields group as the condition template, the template field does not display.

You can set the condition template field permissions in the Custom Fields Form Layout Editor and apply security at the module, group, and user level. See Designing Application Intake Forms.

You can set access within the Condition portlet and layout the design of condition templates. Follow the see the steps in Designing a Layout for the Condition Details Portlet.

Designing a Layout for the Condition Details Portlet

You can choose which fields you want to show in the Condition Details portlet, and you can customize those fields. You can add a label for the field, specify its width, apply a mask, and indicate sort order and display order. You can also specify how many items to display in an expanded and contracted list.

You must separately design the layout of system-defined condition fields and then design the layout of the condition template fields (Custom Fields and Custom Lists).

  • To design the layout of system-defined condition fields, use the edit view feature in the Condition Details portlet. See Designing Forms for Pages.

  • To design the layout of the condition template fields (Custom Fields and Custom Lists), you can create Custom Fields screens for Custom Fields groups. See Designing Application Intake Forms.

    If you defined one or more Custom Fields screens for a Custom Fields group, and you select the Custom Fields group as the condition template, all the fields and tables in the Custom Fields group display below the system-defined condition fields, with the layout you designed in the Custom Fields screens.

    If you did not define a Custom Fields screen for a Custom Fields group, or you do not have permissions for the Custom Fields screen for the Custom Fields group, after you select the Custom Fields group as the condition template, all the fields and tables in the Custom Fields group display below the system-defined condition fields, with the default layout.