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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Manage Fiscal Data

  • Updated:

Each Meeting Type can be configured with up to six Fiscal Data text fields which can be used to dynamically populate data into related Agenda, Item Report, or Minutes templates.

 

Important Notes

  • To manage these settings, a user must have the Has Access to Meetings Site Settings permission in their User Profile.
  • When activated, these fields become available on the Item Fields page of Items belonging to the related Meeting Type.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Meeting Types tile
    The Meeting Types tile with a file folder icon on the Meetings Settings page.
  5. Click the Fiscal Data button (dollar sign icon) for the desired Meeting Type
    The Fiscal Data tool for an example Meeting Type.
  6. Fill in the details for each of the six available fields
    The fiscal data table.
    • Field Name: This is a unique hard-coded name that is used to reference this field within the Settings
    • Field Label: Enter a label that will be used in place of the Field Name when viewing the Item Fields page
    • Visible: Toggle to indicate whether the field is visible or not on the Item Fields page
    • Field Data Type: Select the appropriate type of data that this field will contain
    • Date: This field will contain a date and will automatically display as a calendar date picker
    • Number: This field will contain whole numbers and will automatically display with incremental up/down arrows
    • Text: This field will contain text and will automatically display as a plain text field
    • Currency: This field will contain a dollar amount and automatically display as a United States Dollar formatted field
    • Required: Toggle to indicate whether this field must contain content when modifying this data on the Item Fields page
    • Merge Tag: This is the unique hard-coded Merge Tag that can be used in your templates to dynamically pull the content of this field
  7. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Fiscal Data modal.
  8. The fiscal data fields have been updated
    Note: Changes to Fiscal Data are available the next time you visit the Item Fields page.

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