Understand portal case creation events
Verify both the model creation event and landlord-submission timeline event. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goClient Portal → Licence Applications → New Application → Submit
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify 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 you’ll accomplish
Verify both the model creation event and landlord-submission timeline event. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Submit a controlled case.
- Go to it.
- Check the case-created and landlord-submission timeline evidence.
- Verify notification delivery outcome.
Fields and options to review
Actor typelandlord
Statusapplication_started
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules the system enforces
- The portal controller limits records to the current client ID.
How to confirm it worked
- Understand portal case creation events 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.
Continue with related guidance
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