Create and edit licence cases

Complete the Renewal due date field

Record the known licence renewal date; the supplied module has no scheduler that acts on it.

Audience: CRM staffPermission: Create or Edit Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → Licence Applications → New/Edit Application → Renewal due date
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

Record the known licence renewal date; the supplied module has no scheduler that acts on it. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Open the new or edit case form.
  2. Locate Renewal due date.
  3. Enter or select the value described in this guide.
  4. Save the case.
  5. Reopen the case and verify the stored value.

Fields, choices and supported possibilities

FieldRenewal due date
Payload keyrenewal_due_date
Supported valueOptional date
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/

Code-backed validations and workflow rules

  • Record the known licence renewal date; the supplied module has no scheduler that acts on it.
  • Case editing writes this field to the application record unless a dedicated workflow rule is stated.

Expected result and verification

  • Complete the Renewal due date 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.