Difference between revisions of "Attaching Transactions to a UTA Level 1 Record"
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This can be enabled as follows: | This can be enabled as follows: | ||
| − | * On the [[UTA Settings Page]], click on the General tab. | + | * On the [[UTA Settings Page]], click on the [[UTA Settings - General|General]] tab. |
* In the Application Settings section, select '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions''' | * In the Application Settings section, select '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions''' | ||
* Save the page | * Save the page | ||
| − | * A new tab, "Transactions," will appear. Switch to the | + | * A new tab, "Transactions," will appear. Switch to the [[UTA Settings - Transaction|Transactions tab]] and select the transaction types you wish to enable for this UTA |
| − | When viewing a {{l1}} record a section will now appear with a Tab for each of the | + | When viewing a {{l1}} record a section will now appear with a Tab for each of the Transaction types you have enabled. |
==Restricting Transaction Types by Template== | ==Restricting Transaction Types by Template== | ||
Revision as of 10:20, 22 July 2013
Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with Level 1 entities.
This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
This can be enabled as follows:
- On the UTA Settings Page, click on the General tab.
- In the Application Settings section, select Enable Transactions - Add UTA transactions and attribute personal and organisation transactions
- Save the page
- A new tab, "Transactions," will appear. Switch to the Transactions tab and select the transaction types you wish to enable for this UTA
When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction types you have enabled.
Restricting Transaction Types by Template
You can also restrict the types of transactions available for each Level 1 Template.
- Within the UTA, click on the Settings tab.
- On the main Settings page Click into the Level 1 Templates and select the relevant Level 1 template.
- Click on the "View Status" tab.
- In the Disabled Transaction Type section check the boxes next to the Transaction Types you wish to disable for the selected template.
