ASI Lookup Tables

Topics

Understanding ASI Lookup Tables

The Application Specific Information (ASI) Lookup Tables portlet enables you to create and maintain ASI tables. ASI Lookup Tables can provide fields for users to complete or it can populate specific data as a reference for a specific application type.

You assign the table to a record type, and the table data displays in the ASI section of that specified record type. You can also include ASI Lookup Tables to create an expression. With Expression Builder, administrators can design ASI tables to populate table data into other fields in the ASI section or add a new row to the end of the ASI table and store new data in the ASI table.

To use the ASI Lookup Tables feature, you must have assigned an application specific information group in Classic Administration. An ASI Info Group Code denotes supplemental application fields that you can include in a standard application. Administrators can determine which fields to include in each application specific information group and whether users can search for an application based on those fields. You can also specify the field types (text, number, and so forth), display order, default value, and the fee indicator for any field in an application specific information group.

After you set up an application specific information group code, you can associate it with multiple application types. To create an application specific Information Group, see Creating New ASI Fields.

Creating ASI Lookup Tables

After you define an ASI Lookup Table, you can also apply the table or its column data by using the Expression Builder tool (Using Expression Builder). When creating an expression you can include criteria so the ASI Lookup Table gets a new row added to the ASI table. For example, you can define if a field value for the ASI field called Zone has the option “R2” selected, add specific data to the end of the ASI table.

You can also add data into a specific cell of an ASI table based on matching criteria. For example, if a user enters “R4” into the Zone field, then you can add a corresponding row of data to the ASI table.

To create an ASI lookup table

  1. Access the ASI Lookup Tables portlet (Navigating to the Setup Portlet).
  2. Click New.

    Civic Platform displays the ASI Lookup Table Name detail portlet with Table Structure secondary tab.

  3. Click the Record Type picker, next to the Lookup Table Name field.

    The Record Type navigation tree displays.

  4. Use the (+) to expand the list and (-) to locate and select one application type (also referred to as record type) to apply the lookup table name.

    Civic Platform displays the Column Name drop-down list. The Record Type field displays the record type selected.

  5. Click New Column to add other columns to the ASI Lookup Table. Do the following:
    1. From the New Column drop-down list, select the column name.

      See the Table 1.

    2. Enter a lookup table name in the Lookup Table Name field associated with the ASI Group Code for that record type.
  6. Click Submit.

    Civic Platform adds the new column to the ASI Lookup Table list.

  7. Repeat for each new column required for the table.
  8. Click the Table Data tab to set up the content for the row cells within each column.
  9. In the first field of the new row, add the text of other content as required.
  10. Optionally, click New to add other rows to the ASI Lookup Table.
  11. Click Submit to save all modifications.

    The Table Data updates to the database successfully.

    Table 1. ASI Lookup Tables Fields
    Column Name An inactive new Column Name displays. Complete and submit the Lookup Table Name and Permit Type fields. Then click Table Data to the n the Table Structure secondary tab: Click New Column and then use the Permit Type picker to select a Record Type to associate the column to.
    Lookup Table Name In the Table Structure secondary tab: Add a new name for the table. Lookup Table Name is a required field.
    Record Type In the Table Structure secondary tab: Click the application type using the Record Type picker navigation tree. Use the (+) to expand and locate the application type to apply the lookup table name. Record Type is a required field. Then select the Column Name from the drop-down list.


    If the application type you select has no Application Specific Information associated with it, you must use Classic Administration to set up an ASI Group Code. Then use the ASI Form Layout Editor in Civic Platform to design the appearance and function of those ASI fields for that Permit Type.

Adding ASI Lookup Table Rows and Columns

Use this page to specify the permit application type that contains the ASI fields you want to add to an ASI Lookup Table. Based on the permit type, you select the column data you want to add to the ASI table. Then use the Table Data to add rows and enter the appropriate values, data or numerical values for each row in each column.

You can to add one or more columns to the table.


Note:

To create a table structure you must have created an Application Specific Information Group and optionally, a Subgroup. You can do this by going to Classic Administration > Application Type Info pages.


To create an ASI lookup table name and add columns and data

  1. In the ASI Lookup Table Name detail portlet, complete these fields:
    Lookup Table Name Enter a label or name to identify the table or its columns or functions.
    Permit Type Locate the permit application type to which you want to expose table data in the ASI Lookup Table. If the Permit Type you select has no Application Specific Information associated with it, you must use Classic Administration to set up an ASI Group Code. Then use the ASI Form Layout Editor in V360 Admin to design the appearance and function of those ASI fields for that Permit Type.
  2. Click New Column to add other columns to the ASI Lookup Table. Specify the column name for the drop-down list. Repeat this step for each new column required for the table. Click Submit.

    Civic Platform updates the column data and the ASI Lookup Table Name field and Permit Type field become inactive. You cannot modify these fields.

  3. Click the Table Data tab to set up the content for the row cells within each column.
  4. Click New to add a new row to the ASI Lookup Table.
  5. In the first field of the new row, add the text of other content as required. This information populates for daily users to refer to as they process the permit type.
  6. Add additional rows and enter the data, text, or numerical values.
  7. Click Submit to save all modifications.

    The Table Data updates to the database successfully.

Finding ASI Lookup Tables

Find an existing Application Specific Information (ASI) table from the list by searching for it.

To locate an ASI table

  1. Click Search.

    Civic Platform displays the ASI lookup table search screen.

  2. Enter the full name or the initial letters for the name in the Lookup Table Name field.
  3. Click Submit.

    Civic Platform displays search results.

  4. To return to the ASI Lookup Tables list portlet, click Search, clear the search fields, and then Click Submit.

    Civic Platform displays the ASI Lookup Tables list portlet.

Editing ASI Lookup Table Data

Use this portlet to add data or delete data from a row in an ASI lookup table name.

To add data to or delete data from a row in an ASI lookup table

  1. From the Table Structure tab, mark the Column Name you need to add or remove data.
  2. Click the Table Data tab.

    Civic Platform displays the column names and the current data for each row.

  3. Do one of the following:
    1. To add a row, click New and enter the data for the new row. In the first field of the new row, add the text of other content as required. This information populates for daily users as they process the permit type. This information displays in the ASI section of the permit type.
    2. To enter multiple row data, Click New Row.
    3. To delete a row, mark the check box next to the row to remove from the table and click Delete.

      Civic Platform deletes the record from the Table Data list

  4. Click Submit.

    "Table Data Created Successfully" displays. Civic Platform saves the changes to the ASI Lookup Table Name.