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| − | In this article, you will create two types of [[Level 2 Entity|Level 2 entities]] – an invoice entity for use with the billable contracts, and an addendum entity for use with the '''Non-Disclosure''' contract.
| + | '''Level 2 Types''' provide a method of delineating between different types of {{l2}} items. |
| | + | * ''Level 2 Types are the equivalent of [[Level 1 Templates|Templates]] at Level 1 and of [[Level 3 Types]] at Level 3.'' |
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| − | 1. Click the '''Types''' link.
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| − | The Types window is displayed.
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| − | * '''Existing Types''' are listed on the left of the page.
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| − | * '''Details of each type''' are displayed on the right of the page and new types are added to the right of the page.
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| − | ==Type Settings==
| + | Please see the '''[[Types]]''' Wiki article for information on how to configure both Level 2 and Level 3 Types. |
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| − | Each type of [[Level 2 Entity]] has the following settings:
| + | :''Any differences between Level 2 Types and Level 3 Types are indicated on that page.'' |
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| − | * '''Name''' - Display name for the [[Template|template]].
| + | ==See Also== |
| − | * '''Display Order''' - The order in which the types are listed in the type combo box.
| + | * [[Types]] |
| − | * '''Colour Code''' - A colour code used to display different types in the list view.
| + | * [[Level 3 Types]] |
| − | * '''Access Roles''' - Select the [[Role|roles]] that can create this type of activity.
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| − | * '''Providers''' - In some circumstances only certain type of people can provide a specific type of service and therefore only their names should appear when you attempt to assign someone to the Level 2 item. For example, perhaps only a lawyer can be assigned to produce the contract addendum. | |
| − | * '''Show External''' - This check box indicates if this type of activity should be shown to external users.
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| − | * '''Level 2 Formula''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the '''Level 1 Template''' formula.
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| − | * '''Reminder Settings''' - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].
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| − | * '''Follow Up Settings''' - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your[[Level 2 Entity]]. | |
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| − | <u>'''Adding Activity Types'''</u>
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| − | 1. Create the following types:
| + | {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px" |
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| + | | [[Image:Previous.png|link=Configuring the Level 2 Entity]] [[Configuring the Level 2 Entity]] |
| − | ==Defining Level 2 Status== | + | | |
| | + | | [[Types]] [[Image:Next.png|link=Types]] |
| | + | |} |
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| − | As with Level 1 you create and associate Level 2 statuses with Level 2 types.
| + | [[Category: Universal Tracking Application]] |
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| − | 1. Click the '''Settings''' link.
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| − | 2. Click the '''Activity Setting Status''' link.
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| − | No Statuses are currently set up. The statuses are set up in the right panel and when saved displayed in the list view.
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| − | Each Level 2 Status consists of the following fields:
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| − | * '''Existing Statuses''' are listed on the left of the page.
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| − | * '''Details of each status''' are displayed on the right of the page and new statuses are added to the right of the page.
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| − | ==Level 2 Status Settings==
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| − | Each status has the following settings:
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| − | * '''Name''' - Display name for the '''Status'''.
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| − | * '''Display Order''' - The order that statuses are displayed in the '''Status''' combo box.
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| − | * '''Colour Code''' - The colour code used to indicate each status. This colour will be used in the list view and the details view. Click the colour palette button to display a colour picker.
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| − | * '''Status Availability''' - Unlike Level 1 statuses, Level 2 statuses are common to both Level 2 and Level 3. You control the availability by setting at which level each status can be used,
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| − | * '''Lock On Status''' - This setting is used to lock the Level 1 item so that it cannot be changed until it is unlocked.
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| − | * '''Roles That Override Lock''' - The specific roles that can unlock a locked item. If you enable '''Lock on Status''' and do not set a [[Role|role]], then the item cannot be unlocked.
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| − | * '''Roles that Can Set This Status''' - The specific [[Role|roles]] that can set the status. If you do not set a role, then any [[User|user]] can set any status.
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| − | 1. Create the following '''Statuses''':
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| − | [[Image:Uta84.png]]
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| − | ==Adding Custom Fields to the Level 2 Entity==
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| − | For the invoice type Level 2 item some additional [[Custom Field|custom fields]] are required. The amount tax rate, the tax amount, the total amount and a web page view field that actually displays the invoice.
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| − | 1. Click on the '''Fields''' button for the '''Invoice Type'''.
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| − | The [[Custom Field|custom field]] list for the '''Invoice''' is displayed.
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| − | 2. Add the following fields:
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| − | [[Image:Uta83.png]]
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| − | The completed field list will look as follows:
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| − | ==Restricting Level 2 Types to Specific Level 1 Templates==
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| − | You may not wish to associate all Level 2 item types with all Level 1 [[Template|templates]]. In this example the invoice transaction is only appropriate to the Level 1 templates that require a billing process – the Sales Contract – Purchase, Sales Contract – Service and the Support Contract.
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| − | This type of restriction is applied through the Level 1 template settings.
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| − | 1. Click the '''Settings''', '''Templates''' link.
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| − | 2. Click the '''Sales Contract – Purchase''' link.
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| − | The Level 2 types are displayed below the '''Status''' list.
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| − | 3. Click the '''Invoice''' check box.
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| − | 4. Repeat this process for the '''Sales Contract – Service and the Support Contract''' templates.
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| − | 5. Associate the '''Addendum Level 2''' type with the '''Non-Disclosure''' agreement.
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| − | ==Define the Level 2 list view==
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| − | First, you will select the fields that you wish to see when viewing Level 2 items in the list view using the '''My Activities''' or '''Activities''' tab.
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| − | 1. Click the '''Settings''' tab.
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| − | 2. Click the '''List View''' link for the '''Activity Settings'''.
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| − | The List view page is displayed.
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| − | The standard fields that you selected are listed at the top of the list and the [[Custom Field|custom fields]] that you created (including the Level 2 type name) are displayed at the bottom of the page.
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| − | You use this page as follows:
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| − | * The '''# field''' displayed at the top of the list will display a record counter for the items displayed.
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| − | * Click the '''check box''' to the left of each field name to include that field to the '''List view'''.
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| − | * Click the '''option''' button to designate a single field that will provide a drill-down to the '''Level 1 item'''.
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| − | * Set the '''Text Align''' to determine if the data should be left, centred or right aligned in the column.
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| − | * For '''numeric fields''' you can display a total at the bottom of each page by clicking the Show Total check box.
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| − | Once you save the field list you can set the '''Display order'''.
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| − | ==Defining the Activity List View==
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| − | 1. Select the following fields:
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| − | 2. Click the '''Save''' button.
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| − | The '''Set Order''' and '''Template''' buttons are now displayed at the bottom of the page.
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| − | ==Setting the Level 2 List Field Order==
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| − | Once you have selected the fields to be displayed, you can reorder the fields in the list view and if required create a formatting template specifically for this list view.
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| − | 1. Click the '''Set Order''' button.
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| − | The '''Data Column Order and Sorting''' window is displayed.
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| − | To change the '''Display''' order:
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| − | * Click on the required field in the left panel.
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| − | * Use the '''Up''' and '''Down''' arrows to move the field.
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| − | * Once complete, click the '''Save''' button.
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| − | To change the '''Sort''' order:
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| − | * Choose the first field you wish to order by in the right field combo box.
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| − | * Select '''Ascending''' or '''Descending''' in the '''Order''' combo box.
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| − | * If required repeat this process for a second and third field.
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| − | ==Setting the Activity List Order==
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| − | 1. Reorder the fields as shown below:
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| − | 2. Set the '''Sort''' order as shown below:
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| − | The activity list will be sorted ascending based on the status.
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| − | 3. Click the '''Save''' button.
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| − | 4. Click the '''Activities''' tab.
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| − | The list view for the Level 1 item is displayed.
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| − | No items are displayed as you have not added any items yet.
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| − | ==Adding Level 2 Items==
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| − | Now that you have created the Level 2 types you can add some items.
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| − | 1. Click the '''Contracts''' tab.
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| − | 2. Click the '''Sales Contract''' entry.
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| − | The Sales Contract is displayed.
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| − | 3. Click the '''New Activity''' tab.
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| − | The Activity window is displayed.
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| − | * The type is restricted to the '''Invoice''' type item.
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| − | * The owner and assigned person are set to the current [[User|user]].
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| − | * The [[Custom Field|custom fields]] associated with the invoice item are displayed at the bottom of the page.
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| − | * The page is displayed full screen as you indicated this option in the configuration.
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| − | 4. Enter an invoice amount.
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| − | 5. Click the '''Save''' button.
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| − | The Level 2 item is saved and calculated fields are displayed.
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| − | 6. Click the '''Activities''' tab.
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| − | The Level 2 activity is displayed.
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| − | 7. Click the '''#''' field to redisplay the item.
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| − | ==Completing the Invoice Level 2 Type==
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| − | This Level 2 type is not complete. The following items are missing:
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| − | * An '''Invoice''' date.
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| − | * A '''Web Page View''' that would create the invoice.
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| − | * A '''Level 2 Status – Paid'''.
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| − | 1. Add the '''Level 2 custom field - Invoice Date'''.
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| − | 2. A '''Display Only Web Page View Field – Invoice – Don’t add any content for the moment'''.
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| − | The final Field List will look as follows:
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| − | 3. Add the '''Paid''' status to the '''Status List'''.
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| − | <u>'''Creating the Addendum Item Type'''</u>
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| − | 1. Add the following fields to the addendum item.
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| − | 2. Add an addendum item.
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| − | [[Category:Universal Tracking Application]][[Category:Applications]] | |
Configuring the Level 2 Entity
