Client portal application

Complete the client Rooms or units details field

Describe relevant rooms, units or occupancy details.

Audience: Client portal userPermission: Authenticated client contactModule v1.0.0
Exact navigationClient Portal → Licence Applications → New Application → Rooms or units details
Before you begin
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Confirm module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide covers

Describe relevant rooms, units or occupancy details. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Sign in and open New Application.
  2. Locate Rooms or units details.
  3. Enter or select the required value.
  4. Complete the remaining required fields.
  5. Submit and verify the created case.

Fields, choices and supported possibilities

FieldRooms or units details
Payload keyrooms_units
Supported valueOptional intake detail
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/

Code-backed validations and workflow rules

  • Describe relevant rooms, units or occupancy details.
  • The portal controller uses this field when constructing the stored application or application summary.

Expected result and verification

  • Complete the client Rooms or units details field completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.