Difference between revisions of "UTA Settings - Transaction"
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To enable the ability to access and add Transactions to the {{l1}} or {{l2}} records in a UTA requires that: | To enable the ability to access and add Transactions to the {{l1}} or {{l2}} records in a UTA requires that: | ||
* Transaction Standard fields are enabled | * Transaction Standard fields are enabled |
Revision as of 09:10, 11 October 2017
To enable the ability to access and add Transactions to the Level 1 or Level 2 records in a UTA requires that:
- Transaction Standard fields are enabled
- appropriate UTA Transaction Settings have been enabled
Transaction Standard fields
Transactions Standard Field, once enabled, will provide access to a list of Transactions enabled against individual Level 1 and Level 2 records.
The Level 1 Transaction Standard field settings also controls visibility of the overall Transactions tab visible from the overall UTA view.
UTA Transaction settings
The Transaction Settings, found on Connectivity tab within UTA Settings, consists of several sections.
Contents
Level 1 Transaction Type Settings
- When transaction types are added to this section using the
button, a user will be able to associate transactions of this type to a Level 1 record.
- 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.
Level 1 Transaction Access Roles
- When roles are added to this section using the
button, a user will only be able to access transactions associated to a Level 1 record if they are in one of the assigned roles.
Level 2 Transaction Type Settings
- When transactions are added to this section using the
button, a user will be able to associate transactions of this type to a Level 2 record.
- 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.
Level 2 Transaction Access Roles
- When roles are added to this section using the
button, a user will only be able to access transactions associated to a Level 2 record if they are in one of the assigned roles.