Creating ASI Drill-Downs

ASI drill-downs guide users through a series of drop-down lists that present unique data choices based on previously-selected data field selections. When the user completes all of the selections, Civic Platform displays the field or a drill-down table with the value results.

Drill-downs display in the application and in the App Spec Info or App Spec Info Table tabs in the application record.

For example, you can prepare a table for multiple business license types. You can set the first option, such as Agriculture, and then assign subgroups, such as Plants and Trees Cultivation, and Seeds and Crops Cultivation. You can then create additional groups for each of the subgroups which narrows the license options available. After you assign the groups and subgroups, the options display in an ASI Table in the public user view.

Topics

Searching for a Drill-Down

The drill-down feature allows users to filter the list of value results by performing a search within the ASI drill‑down result value data.

To find a drill-down

  1. Access the ASI Drill-Down portlet (Accessing the ASI Drill-Down Portlet).

  2. Click Search.

    Civic Platform displays the ASI Drill-Down search page.

  3. Complete any fields that display. For a description of the fields, see ASI Drill-Down Table Fields.

  4. Locate the ASI drill-down you want to edit in the list. Click the ASI drill-down link in the Drill Down column.

    Civic Platform displays the ASI drill-down record details.

Creating or Editing an ASI Field Drill-Down

You can create a drop-down field to enable users to search for the value of an application-specific information field using a drill-down approach. The drill-down approach allows users to filter the list of value results by performing a search within the ASI drill‑down result value data. The drill-down functionality guides the user through a series of drop-down lists that limits the selection values for subsequent fields based on previously-selected data. When a user completes all of the selections, Civic Platform displays the value results. You can apply drill-down fields to multiple application-specific groups.

For example, your agency can create a drill down for Business License applications. The first drill-down lists the nature of the license, such as Agriculture, Bakeries and Confectionery, and Building Materials. If the user selects Building Materials, the next drill-down lists materials such as Paints and Bonding Materials, Tiles and Ceramics, and Wood and Wooden Products. If the user selects Wood and Wooden Products, the third drill-down lists options such as Import of Wood, Furniture Repair and Refurbishing, Plywood Manufacture, and Sawdust Collection and Recycling. For an example of a drill-down field, see Application Record ASI Drill-Down Field.

Application-specific information fields display in the application, the App Spec Info tab of an application record, and checklist templates for related application types. Application-specific information fields also display in the application and Application Spec Info tab in Civic Platform.

Before you create an ASI field drill-down, you must create or edit an existing ASI drill-down and apply the drill down to an application type.

The ASI field drill-down displays on the application, application records, and checklists specified for that record type. If you add a drill down for an ASI group that belongs to more than one record type, the drill down is active for all of those record types. For further details on managing application‑specific information, see Defining Custom Fields (Application Specific Information).

Figure: Application Record ASI Drill-Down Field



To create or edit an ASI field drill-down

  1. Access the ASI Drill-Down portlet (Accessing the ASI Drill-Down Portlet).

  2. Click New, or click the name of the record you want to edit.

    Civic Platform displays the Drill Down detail portlet.



  3. Complete the necessary fields, then click Submit.

    For a list of fields, see ASI Drill-Down Table Fields.

    Note:

    As soon as you associate the ASI group with an ASI drill-down, the drill-down displays on the application and application record, even if you have not assigned values to the ASI drill-down record. You can set the ASI drill-down record as “inactive” until it is ready for the application.

  4. Go to the Value Mapping tab.

    Civic Platform displays the series order.



  5. Click the plus (+) sign in the picker, then click the Parent ASI field item.

    Civic Platform displays a secondary portlet that lists the shared drop-down values linked to the drop-down selected for the Parent ASI field drill-down.



  6. Select the value(s) you want to apply to the drill down, and then click Submit.

  7. Click the plus (+) sign in the picker, then click the Child ASI item.

    Civic Platform displays the shared drop-down values that you associated with the drop-down values.

  8. Select the value(s) you want to apply to the drill down, and then click Submit.

Creating or Editing an ASI Table Drill-Down

Users can search for the value of an application-specific information table with a drill-down approach. Application-specific information tables display in the application and in the App Spec Info Tables tab of the application record. The drill-down functionality guides the user through a series of windows that presents unique data choices based on previously-selected data field selections. When the user completes all of the selections Civic Platform displays a drill-down table with the value results. The drill-down feature allows users to filter the list of value results by performing a search within the ASI drill‑down result value data. You can apply drill-down tables to multiple application-specific groups. For example, the agency can apply a table of business license types to both business or professional licenses.

You must create or edit an existing ASI table drill-down before applying the drill down to an application.

In the Drill Down detail portlet, each combination of ASI table groups and subgroups can only apply to one active drill down at a time. The ASI table drill-down displays on the application specified for that record type. If you add a drill down for an ASI group you assigned to more than one record type, the drilldown is active for all of those record types. For further details on managing application‑specific information, see Defining Custom Fields (Application Specific Information).

To create or edit an ASI table drill-down

  1. Access the ASI Drill-Down portlet (Accessing the ASI Drill-Down Portlet).

  2. Click New, or click the name of the record you want to edit.

    Civic Platform displays the Drill Down detail portlet.



  3. Complete the necessary fields, then click Submit.

    For a list of fields, see ASI Drill-Down Table Fields.

    Note:

    As soon as you associate the ASI group with an ASI table drill-down, the drill-down displays on the application, even if you have not assigned values to the ASI table drill-down record. You can set the ASI table drill-down record as “inactive” until it is ready for the application.

  4. Do the following:

    1. Establish the drill-down relationship. See Understanding the Drill-Down Series Tab.

    2. Assign values to drill-down series. See Assigning Values to an ASI Drill-Down Series.

      Table 1. ASI Drill-Down Table Fields
      Drill Down Enter a unique name for the ASI Table Drill-Down.
      ASI Group Use the picker for the ASI Subgroup field to select the ASI Groups or ASI Table Groups to apply to the drill down.

      You define the ASI groups and subgroups, and the ASI table groups and subgroups, in Classic Administration > Admin Tools > Application > Application Spec Info (and Application Spec Info Table).

      ASI Subgroup Click the picker for the ASI Subgroup field, then click the ASI group or ASI table group name to expand the view and display the ASI table subgroups applicable to each group.

      The first ASI subgroup list is the primary ASI subgroup. To choose a primary subgroup, double-click the desired ASI subgroup. All other subgroups display in alphabetical order.

      The configuration of the primary ASI subgroup, including column names, field types, display order, and so forth, becomes the default for all subgroups attached to the ASI drill-down. If the configuration for subsequent ASI subgroups does not match, Civic Platform displays an alert message to notify you that the drill down cannot display on the ASI subgroup.

      If you want to disassociate a single ASI subgroup from the ASI Field or ASI Table drill-down, click the ASI subgroup and then click Delete.

      If you want to disassociate multiple ASI subgroups, press the Ctrl key on your keyboard while clicking the unwanted ASI subgroups. After you have highlighted all unwanted ASI table subgroups, click Delete.
      ASI Type Choose either ASI Field or ASI Table to determine which type of ASI drill-down to create.
      Apply To To determine whether the ASI drill-down displays in Civic Platform, Citizen Access, or both products, click the appropriate option.
      Record Status Use the drop-down to determine whether the drill down is currently Active or Inactive.

      Figure: ASI Drill-Down Table Select Single Item



      Figure: ASI Drill-Down Table Select Multiple Items



Understanding the Drill-Down Series Tab

The Drill Down Series tab determines how many drill-down levels you want to display in the ASI field drill-down or ASI table drill-down. You need only add two columns in the series to display three drill-down levels. After you have entered your information into this tab, you progress to the Value Mapping tab to determine the data values for each level.

To understand the Drill Down Series tab

  1. Access the ASI Drill-Down portlet (Accessing the ASI Drill-Down Portlet).

  2. Click the link to the ASI drill-down you want to work with.

  3. Go to the Drill Down Series tab. This tab determines how many drill-down levels you want to display in the ASI table drill-down.

    Note:

    You cannot access the Drill Down Series tab until you save the new drill-down record.

    Civic Platform displays the Drill Down Series tab in the detail portlet.



  4. Establish the drill-down relationship.

    To create additional drill-down levels, repeat Substep a to c in this step. Civic Platform automatically identifies the Parent ASI table drill-down type and shared drop-down list as the Child from the previous level. Specify the relevant ASI Table Subgroup in the Child Column and Child Drop Down for the new level.

    Note:

    You need only specify two rows for three drill downs.

    1. Click New.

      Civic Platform displays an ASI Drill Down series row.



    2. Enter the necessary information into these fields:

      Type Use the drop-down list to determine whether the Single or Multiple Selection Drilldown page displays for the daily user. If you select “Single,” the user can only select one value from the drill-down page. “Multiple” allows users to select multiple options in the drill-down page by pressing the “Ctrl” key and clicking all of the desired options on the page. For an example of the Selection Pages, see ASI Drill-Down Table Select Single Item and ASI Drill-Down Table Select Multiple Items.
      Parent Column/Field Select the ASI Table Group from the drop-down list. The drop-down option relates to the ASI subgroup you selected on the Drill Down tab. When creating a new ASI table drill-down this field is editable. When updating an existing ASI table drill-down the field is read-only, but you can delete the row.
      Parent Drop Down Click Search to select the shared drop down list used to populate the first level on the ASI table drill down.
      Child Column/Field Select the ASI Table Subgroup from the drop-down list. The drop-down option relates to the ASI subgroup you selected on the Drill Down tab. When creating a new ASI table drill-down this field is editable. When updating an existing ASI table drill-down the field is read-only, but you can delete the row.
      Child Drop Down Click Search to select the shared drop-down list used to populate the second level on the ASI table drill down.
    3. Click Submit.

      Civic Platform saves the series information.



Assigning Values to an ASI Drill-Down Series

The Value Mapping tab for an ASI field drill-down enables the data values in the Child ASI Field column to be mapped to the Parent ASI Field column data values. The Value Mapping tab for an ASI table drill-down enables the data values in the Child ASI Table column to be mapped to the Parent ASI Table column data values. You define the data values with shared drop-down lists. The nodes in this level depend on your selections in the Drill Down Series tab. When you create the ASI drill-down field or the ASI drill-down table, all of the values from the shared drop-down list display in the Value Mapping tab, which enables you to use duplicate Child values for multiple Parent criteria. For example, two categories, such as “condominium” and “single-dwelling,” could potentially drill down into the same subcategories of demolition, remodel, and stick-built. An administrator can select “demolition,” “remodel,” and “stick-built” as subcategories of both categories. For more information about shared drop-down lists, see Creating Shared Drop-down Lists.

To assign values to an ASI Drill Down Series

  1. Access the ASI Drill-Down portlet (Accessing the ASI Drill-Down Portlet).

  2. Click the link to the ASI drill-down you want to work with.

  3. Go to the Value Mapping tab.

    Civic Platform displays the series order.



  4. Click the plus (+) sign in the picker, then click the Parent ASI Field or Parent ASI Table item.

    Civic Platform displays a secondary portlet.



  5. Select the value(s) you want to apply to the drill down, and then click Submit.

  6. Click the plus (+) sign in the picker, then click the Child ASI Field or Child ASI Table item.

    Civic Platform displays the shared drop-down values.

  7. Select the values you want to provide in the drill down.

  8. Click Submit.

Enabling Drill-Downs to Display

Administrators must complete some configuration to enable the drill-downs to display for the user. These steps include:

  • Setting three FIDs

  • Defining the ASI and ASI table groups and subgroups in Civic Platform Classic

  • Setting user security permissions for the ASI group or ASI table group to Full Access

  • Creating or editing shared drop-down lists

  • Creating or editing ASI field or ASI table drill down records.

You associate an ASI group with the ASI field or table in the application. To specify the application to apply the ASI drill-down to, you must associate the ASI field or table with the record type. The shared drop-down lists contain the values for the ASI drill-downs.

Note:

As soon as you associate the ASI group with an ASI drill-down, the drill-down displays on the application and in the application record, even if you have not assigned values to the ASI drill-down record. You can set the ASI drill-down record as “inactive” until it is ready for the application.

If ASI security settings block users from viewing the ASI fields or ASI tables for an application type, ASI drill-downs assigned to that application type do not display for the user. Review these settings to ensure you set them correctly. For information about setting permissions for an ASI field or ASI table, see Setting Permissions for Application-Specific Info Groups and Table Groups.

ASI field and ASI table drill-downs are available to both Civic Platform and Citizen Access users. For information about the additional steps required to configure this feature, see “Configuring ASI Table Drill-Downs” in the Citizen Access Administrator Guide.

To enable drill downs to display

  1. Set the permissions for the ASI group or ASI table group to Full Access.

    For information about setting permissions for an ASI field or ASI table, see Setting Permissions for Application-Specific Info Groups and Table Groups.

  2. For ASI field drill-downs, create or edit the application-specific information (ASI) Group and ASI Subgroup.

    For ASI table drill downs, create or edit the application-specific information (ASI) Table Group and ASI Table Subgroup.

    For further details on ASI and ASI Tables see Defining Custom Fields (Application Specific Information).

  3. Create or edit the shared drop-down lists with the values needed for the drill down.

    For details on completing this task, see Creating Shared Drop-down Lists.

  4. Create or edit the ASI field or ASI table drill-down record.

    For details on completing this task, see Creating or Editing an ASI Field Drill-Down or Creating or Editing an ASI Table Drill-Down.