Copying Contacts to New Permit Versions and Revisions
Overview
The workflow template used to create a new permit version or revision determines whether contacts are copied from the permit change submission or the submission and the previous permit version. When contacts are copied from both sources, the system follows defined contact combination rules to populate the new permit version.
For more information on this configuration, see the New Permit Version Copy Contact Behavior field on the Workflow Templates page.
Contact Combination Rules
If the workflow template is configured to copy contacts from the permit change submission and the previous permit version, the following rules apply:
Unique contacts from both sources are added to the new permit version.
If both sources include a contact with the same name, the contact is added only once on the new permit version, using information provided in the submission.
If neither source includes a contact with the “Permittee” role, the submission’s applicant contact becomes the permittee on the new permit version.
The diagram below provides an example of contact combination behavior.
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