Complete the Service type field
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Enter the professional service being delivered.
Where to goAdmin Area → Licence Applications → New/Edit Application → Service type
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 this guide helps you do
Enter the professional service being delivered. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the new or edit case form.
- Find Service type.
- Enter or select the value described in this guide.
- Save the case.
- Reopen the case and verify the stored value.
Fields and options
FieldService type
Payload keyservice_type
Supported valueRequired; default Property licence application
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- Enter the professional service being delivered.
- Case editing writes this field to the application record unless a dedicated workflow rule is stated.
Check it worked
- Complete the Service type 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.
Related guides
Was this guide useful?Your response is stored only in this browser.