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Set Up Agentic Application Intake for Licenses and Permits
Clone and activate the flow that captures why a reviewer returns an application, and assign the permission sets that applicants need.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To set up Agentic Application Intake: | Customize Application |
Before you begin, complete these prerequisites.
- Set up Unstructured Document Processing. Agentic Application Intake uses it to read the documents that applicants upload. That setup includes the Process Unstructured Documents for Customer Community and Data Cloud User permission sets. For the steps, see Set Up Unstructured Document Processing.
- Configure a document schema for licenses and permits. For the steps, see Configure a Document Schema for Licenses and Permits.
- Turn on Discovery Framework. The questions that applicants answer are assessment questions, and Discovery Framework stores each answer as an assessment response. For the steps, see Dynamic Assessments Prerequisites.
- Complete the license and permit prerequisites. For the steps, see Licensing and Permitting Prerequisites.
Assigning a permission set also assigns the associated permission set license and grants the access that each user needs.
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From Setup, in the Quick Find box, enter Flows, select Flows, and then select Capture Application Return Reason.
This flow records why a reviewer returns an application to an applicant.
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Click Save As, enter a flow label and a flow API name, and then save your changes.
Capture Application Return Reason is a template, so you can't activate it as it is. Save a copy, and then activate the copy.
- Activate the flow.
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In your approval process, clear the return reason when an applicant submits an application.
A resubmitted application then doesn't show the reason from an earlier review.
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Assign the permission sets that portal applicants need.
- Licensing, Permitting, and Inspections for Community User
- Agentforce for Public Sector for Community
Applicants can start a license or permit application from the Applicant Portal and upload supporting documents that fill in fields. They can also pause and resume the application, and get help from an agent while they work.
- Configure a Document Schema for Licenses and Permits
Define which fields Unstructured Document Processing extracts from documents that license and permit applicants upload. - Objects Used by Agentic Application Intake
Review the objects that Agentic Application Intake stores intake data on.
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