Content Comparison

Short Form Name

This field may be used to specify an abbreviated name that will be used for display in internal list screens (e.g., My Tasks, Submissions Lists). This saves screen space and minimizes text wrapping when very long names have been used in the nFORM form configuration. If this field is left blank, the nFORM name is displayed in the list screens.

Form Type

Each form must be assigned a Form Type. The default is "Unspecified" when a form is first created. The following types are available:

• Application - The most common type of form. Allows users to fill out and submit a form online.

• Service Request - Almost identical to an Application, but the name "Service Request" conveys to users that it is not associated with a permitting activity.

• Permit Change - A type of form that can only be filled out in the context of an existing permit. Permit change forms can be configured to prepopulate permit information into a form submission, such as permit number, dates, and permit category and type. 

• Schedule - A form that is used exclusively in the context of an existing permit, compliance action, or triggered by another submission. Schedule forms cannot be discovered and submitted on their own. They must be made available or triggered by another item such as a permit or compliance action. See the Managing Form Sets topic for more information.

• Complaint - Similar to Application or Service Request.

• Program Component - A customizable data entry screen. Component forms must be further configured under Admin > Lookups > Component Types.

Program Component Type

Only visible when Form Type is set to Program Component. Allows for linking a form to a Component Type.

Program Area

The program area that applies to the form.

Form External Security Level

Indicates whether external users can view or use the form. Internal forms are typically used for rapid data entry of only key information off a received paper application.

Fee Category / SKU Number / HotKey

Used for integration with financial systems. If a form has a fee associated with it, a Fee Category must be assigned before the form can be made available for use.

Draft Submission Retention Days Before Deleting (Blank to Never Delete)

Submissions that have been abandoned will be deleted after the specified number of calendar days. There are currently no notifications associated with this function.

Import Settings and Defaults

Assignment Type

Indicates whether new submissions should land in the inbox ("Manual," via the Submissions - Inbox page) or bypass the inbox and be automatically assigned to a workgroup/processor ("Auto Import").

Processor Must be Selected Before Import Checkbox

Only applies when Import Type is Manual. When this box is checked, a specific processor must be selected before the "Assign" button becomes available in the inbox. This setting controls whether the form is managed using "push" or "pull" processing. Push processing means that the person that monitors the inbox decides which specific processor should be assigned to a submission. Pull processing puts the submission in the "My Tasks" list at the Workgroup Level. Workgroup users would be trained to monitor the My Tasks lists for any submissions that are unassigned within their workgroup and assign them to themselves when they are ready.

Entity Category to Create

Specifies the category of the entity (Site, Person, or Organization) that will be created when the form is submitted (if SITE tags are specified in the form).

Default Program Components

Provides the ability to specify one or more program components that are automatically created when the form is submitted.

Submission Reference Number Prefix

Allows configuration of a specific prefix for system-generated submission numbers. Note that this is separate from the nFORM reference number.

Submission PDF and Attachments Security Classification

Determines the document security class setting for the submission form pdf and any attached files when the form is submitted. 

Summary Description Formula

A formula used to compose a summary description of data provided on the related form submission. If configured, the summary description text will appear on various screens, including My Tasks, Submissions - All, Submission Details. See this page for details.

Other Settings

'Priority' Field Options

Defines the behavior of 'Priority' assignment fields for submissions associated with the form:

• Hidden - Priority fields are hidden and will not display for the form.

• Optional - Priority fields are displayed but are not required. 

• Required - Priority fields are displayed and entry is required to set the submission to completed status.

'Processing Hours Spent' Field Options

Defines the behavior of the 'Processing Hours Spent' fields for submissions associated with the form:

• Hidden - Processing Hours Spent fields are hidden and will not display for the form.

• Optional - Processing Hours Spent fields are displayed but are not required. 

• Required - Processing Hours Spent fields are displayed and entry is required to set the submission to completed status.

Processor Instructions

This field may be used to add instructions for the processor of the submission. It will display as a read-only field on the Submission Details page.

Administrative Completeness Settings

'Application Review Complete Date' Field Options

Indicates whether the Application Review Complete Date field should be hidden, displayed/optional, or displayed/required.

Required indicates that the field must be entered before the Submission status can be updated to "Closed".

Allow Application Review Complete Date to be greater than Admin Complete Date

If unchecked, the user will be prevented from entering an Application Review Complete Date greater than the Admin Complete Date.

'Administratively Complete Date' Field Options

Indicates whether the Administratively Complete Date field should be hidden, displayed/optional, or displayed/required.
Required indicates that the field must be entered before the submission status can be updated to "Closed."

Days from receipt to determine Administrative Completeness

Creates a deadline for determination of administrative completeness. This setting can trigger notifications as the date approaches. The calculation uses calendar days.

Automatically set Administratively Complete Date when date occurs

Indicates that, when the administratively complete due date comes to pass, the system will automatically set the admin complete date. This is performed as part of a nightly batch process.

Holds and Extensions

Allow holds after Administratively Complete Date 

If unchecked, users will be prevented from adding holds that begin or end after the administratively complete date.

Hold duration affects Processing Deadline Date 

Indicates that hold days should push out the processing deadline date. When an open hold is in place, the deadline date will be blank since it is indeterminate until all holds are ended.

Allow Extensions 

Indicates that the "Extensions" tab should be visible. This will extend the processing deadline date up to the maximum allowed processing days.

Additional Deadline Settings

Maximum Processing Deadline Days

Indicates the longest possible period allowed for processing an application. Extensions will never be allowed to exceed this number. Value is either Business or Calendar days, as specified in the Day Interval Type used by the applicable Action Type/Deadline.

Deadline Type

Indicates whether the deadline is a legal deadline (defined in a law or rule) or just an internal target. This setting has no bearing on system behavior.