Create and edit licence cases

Understand property-option detection

Know why the linked-property list may differ between installations.

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

Know why the linked-property list may differ between installations. 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 form.
  2. Check whether the expected property appears.
  3. If missing, verify the installed property module/table and record count.

Fields, choices and supported possibilities

Detected labelsproperty_name, name, address, property_address or title
Limit500 rows
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/

Code-backed validations and workflow rules

  • The supplied case form and model apply this behaviour.

Expected result and verification

  • Understand property-option detection 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.