Difference between revisions of "UTA Settings - Miscellaneous"

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(Created page with ':{{UTASettingsTabs}} The Miscellaneous Settings page of the UTA consists of several sections. __TOC__ ==Account & Contact Settings== [[Image:MiscSettings-AccountandContactSett…')
 
 
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The Miscellaneous Settings page of the UTA consists of several sections.  
 
The Miscellaneous Settings page of the UTA consists of several sections.  
 
__TOC__
 
__TOC__
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==Account & Contact Settings==
 
==Account & Contact Settings==
 
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
 
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
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* When [[transactions|transaction types]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record.
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* '''Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them''' - When this option is enabled, you can create a new {{l1}} in this application from an organization's [[profile]]. That organization will be associated with the new Level 1.
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* Transaction types can then be excluded from specific [[Level 1 Templates]] by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section.
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* '''Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile''' - Creates a tab on organizations' [[profile]] that displays a [[list view]] of Level 1s from this [[UTA]] with which that [[organization]] is associated.
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<BR><BR>
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* '''Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them''' - When this option is enabled, you can create a new {{l2}} in this application from a contact's [[profile]]. That contact will be associated with the new Level 2.
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* '''Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar''' - {{l2}}s that a contact is associated with will be displayed on their personal [[:Category:Calendars|calendar]].
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* '''Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile''' - Creates a tab on contacts' [[profile]] that displays a [[list view]] of Level 2s from this [[UTA]] with which that [[contact]] is associated.
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* '''Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile''' - Creates a tab on contacts' [[profile]] that displays a [[list view]] of Level 3s from this [[UTA]] with which that [[contact]] is associated.
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* '''Enable Level 1 Tab on Contact Profile - Displays list of Level 1s associated with the contact under their profile''' - Creates a tab on contacts' [[profile]] that displays a [[list view]] of Level 1s from this [[UTA]] with which that [[contact]] is associated.
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* '''Enable Alert Time Conflicts - Displays a message if the contact is already associated to Level 2 for the Level 1 at that time''' - Presents user with a pop-up alert if a level 2 with conflicting date and time already exists for the nominated contact under the current level one.
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<pre style="white-space: pre-wrap;
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word-wrap: break-word;">Note: When any option that enables a tab on a contact/organization profile is selected in this section, the system administrator will be presented with the option to delimit this permission by role.</pre>[[Image:Enablegranttab.png|link=|600px]] <pre style="white-space: pre-wrap;
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word-wrap: break-word;">Use the Lookup button to select the roles that should have access to the enabled tab. If the "Select Roles" section is left blank, all roles will have access to the enabled tab. </pre><br />
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==Workflow and Calendar Field Settings==
 
==Workflow and Calendar Field Settings==
 
[[Image:MiscSettings-WFandCalendarSettings.png|link=]]
 
[[Image:MiscSettings-WFandCalendarSettings.png|link=]]
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* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access transactions associated to a {{l1}} record if they are in one of the assigned roles.
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* '''Workflow List Fields''' -
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* '''Calendar Fields''' - The [[Calendar Fields]] section allows you to configure the display of activities on the UTA Calendar.  
 
<BR><BR>
 
<BR><BR>
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==Publication Service Settings==
 
==Publication Service Settings==
 
[[Image:MiscSettings-PubService.png|link=]]
 
[[Image:MiscSettings-PubService.png|link=]]
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* When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record.
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* '''Use Level 2s as Publications''' -
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* Transaction types can then be excluded from specific [[Level 2 Types]] by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.
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* '''Publication Service''' - See [[Publication Service]] for instructions.
 
<BR><BR>
 
<BR><BR>
  
 
==See Also==
 
==See Also==
 
{{UTASettingsLinks}}
 
{{UTASettingsLinks}}

Latest revision as of 13:20, 31 August 2016

UTASettingsTabsMiscConfiguration.png

The Miscellaneous Settings page of the UTA consists of several sections.

Account & Contact Settings

MiscSettings-AccountandContactSettings.png

  • Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them - When this option is enabled, you can create a new Level 1 in this application from an organization's profile. That organization will be associated with the new Level 1.
  • Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile - Creates a tab on organizations' profile that displays a list view of Level 1s from this UTA with which that organization is associated.
  • Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them - When this option is enabled, you can create a new Level 2 in this application from a contact's profile. That contact will be associated with the new Level 2.
  • Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar - Level 2s that a contact is associated with will be displayed on their personal calendar.
  • Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 2s from this UTA with which that contact is associated.
  • Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 3s from this UTA with which that contact is associated.
  • Enable Level 1 Tab on Contact Profile - Displays list of Level 1s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 1s from this UTA with which that contact is associated.
  • Enable Alert Time Conflicts - Displays a message if the contact is already associated to Level 2 for the Level 1 at that time - Presents user with a pop-up alert if a level 2 with conflicting date and time already exists for the nominated contact under the current level one.
Note: When any option that enables a tab on a contact/organization profile is selected in this section, the system administrator will be presented with the option to delimit this permission by role.
Enablegranttab.png 
Use the Lookup button to select the roles that should have access to the enabled tab. If the "Select Roles" section is left blank, all roles will have access to the enabled tab.

Workflow and Calendar Field Settings

MiscSettings-WFandCalendarSettings.png

  • Workflow List Fields -
  • Calendar Fields - The Calendar Fields section allows you to configure the display of activities on the UTA Calendar.



Publication Service Settings

MiscSettings-PubService.png

  • Use Level 2s as Publications -
  • Publication Service - See Publication Service for instructions.



See Also

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