Difference between revisions of "Role Based Custom Fields"
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# Click on [[Roles & Permissions]] (located on the [[Configuration Menu]] on the left-hand navigation bar) | # Click on [[Roles & Permissions]] (located on the [[Configuration Menu]] on the left-hand navigation bar) | ||
# Click on the hyperlink for User Roles | # Click on the hyperlink for User Roles | ||
| − | # Click the ''Edit'' button next to the role for which Role Based Custom Fields should be configured. | + | # Click the ''Edit'' button next to the role for which Role Based Custom Fields should be configured. |
# Click on the ''Custom fields'' button.<br />[[Image:RoleBasedCustomFieldTypes.png|link=]] | # Click on the ''Custom fields'' button.<br />[[Image:RoleBasedCustomFieldTypes.png|link=]] | ||
Latest revision as of 13:29, 11 October 2017
Contents
Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.
- The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
- UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
- Association role based custom fields will only appear when a contact is associated with a different company with that Association role.
Role Based Custom fields can be created using the following method:
- Click on Roles & Permissions (located on the Configuration Menu on the left-hand navigation bar)
- Click on the hyperlink for User Roles
- Click the Edit button next to the role for which Role Based Custom Fields should be configured.
- Click on the Custom fields button.
Role Based Custom Fields - Base
- The following custom fields have been created on the Employee Role
- The following user profile possesses the Employee Role, therefore the custom fields will appear on this user's profile
Role Based Custom Fields - UTA Level One
- Creating a Role Based Custom Field on Level 1 means that that field will manifest when a contact is added to a UTA Level 1 record with a given UTA Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the Level 1 record.
Role Based Custom Fields - UTA Level Two
- Creating a Role Based Custom Field on Level 2 means that that field will manifest when a contact is added to a UTA Level 2 record with a given UTA Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the Level 2 record.
Role Based Custom Fields - Association Custom Fields
- Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given Association Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.
