Understanding the Form Layout Editors

Consult the list below to determine which Form Layout Editor tool you need to use for the type of form you want to create or edit.

APO Form Layout Editor

The fields you add display in any of these sections on a new application: Address Information, Owner Information, and Parcel Information.

You specify the APO Type of Address, Parcel, or Owner. When a user creates a new application, these fields display at the bottom of the APO Type section, for example in the Owner Information section if you added fields to the Owner APO Type.

Custom Fields Form Layout Editor

The unique fields you add display in the Custom Fields section of an application based on the application type.

You must obtain the application-specific information group codes for the application type you want to add fields. When a user creates an application type, these fields display in the Custom Fields section.

To understand how to set up application-specific information group codes, see Working with Activity-Specific Information Group Codes. An application-specific information group is a group of fields that you want to include on an application in addition to standard fields such as contact information. You can locate this feature in the following areas:

  • Classic Administration > Application > Application Spec Info

  • V360 Admin > Application > Custom Fields Lookup Tables.

Asset Form Layout Editor

The fields you add display in the Asset Detail form of an asset based on the asset type.

You must obtain the Asset Template ID for the asset type where you want to add fields. When a user creates an asset type, these fields display at the bottom of the Asset Detail form.

To learn how to set up asset templates, see Attributes and Templates

TSI Form Layout Editor

The unique fields you add display in the task-specific information section of a workflow task based on the task.

You must obtain the task-specific information group name for the workflow task to which you want to add fields. When a user creates an application and Civic Platform assigns a set of workflow tasks, these fields display in the TSI section at the bottom of the Task Details form.

To understand how to set up task-specific information groups, see Configuring Agency-defined Fields for Workflows. A workflow is a set of tasks an agency defines and follows for the purpose of managing an application. Workflow tasks function as the agency’s to-do list when a user creates an application. A task-specific information group is a group of fields that you want to include on a task in addition to the standard task fields, such as status, status date, and comments. You can locate this feature in Classic Administration under Admin Tools > Workflow > Task Specific Info.