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            Configure an Application Record Type for Licensing and Permitting

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            Configure an Application Record Type for Licensing and Permitting

            Track licensing and permitting applications by usage type, apply the correct fields and validations, and standardize data capture for accurate and compliant decision-making by configuring an application record type.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions of Health Cloud with the Dynamic Assessments, Action Plans, and Omnistudio User licenses
            User Permissions Needed
            To create or change record types: Customize Application
            1. Create an individual application record type.
              1. From Setup, in Object Manager, select Individual Application.
              2. Select Record Types.
              3. Click New.
              4. Select Master as the existing record type.
              5. Enter a record type label, and then press Tab to populate the record type name.
                For example, enter LicensingandPermitting
                Make a note of the record type label, which is required later in this procedure.
              6. Make the record type active and available to the appropriate profiles and page layouts.
              7. Save your changes.
            2. In Setup, find and select Application RecordType Config.
            3. Click New Application RecordType Config.
            4. Enter a label for the record.
            5. Select Public Sector Application Forms as the application usage type.
            6. Select Individual Application as the object name.
            7. In Record Type Name, enter the record type label of the individual application that you created.
            8. Save your changes.
             
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