|
|
| (28 intermediate revisions by 4 users not shown) |
| Line 1: |
Line 1: |
| − | ==Creating the Level 2 Types==
| + | '''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.'' |
| | | | |
| − | 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.
| |
| | | | |
| − | 1. Click the '''Types''' link.
| + | Please see the '''[[Types]]''' Wiki article for information on how to configure both Level 2 and Level 3 Types. |
| | | | |
| − | [[Image:Uta91.png]]
| + | :''Any differences between Level 2 Types and Level 3 Types are indicated on that page.'' |
| − |
| |
| − | The Types window is displayed.
| |
| | | | |
| − | [[Image:Uta92.png]] | + | ==See Also== |
| − |
| + | * [[Types]] |
| − | * '''Existing Types''' are listed on the left of the page. | + | * [[Level 3 Types]] |
| − | * '''Details of each type''' are displayed on the right of the page and new types are added to the right of the page.
| |
| | | | |
| − | ==Type Settings==
| |
| | | | |
| − | Each type of [[Level 2 Entity]] has the following settings:
| + | {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px" |
| | + | | [[Image:Previous.png|link=Configuring the Level 2 Entity]] [[Configuring the Level 2 Entity]] |
| | + | | |
| | + | | [[Types]] [[Image:Next.png|link=Types]] |
| | + | |} |
| | + | |
| | | | |
| − | * '''Name''' - Display name for the [[Template|template]].
| + | [[Category: Universal Tracking Application]] |
| − | * '''Display Order''' - The order in which the types are listed in the type combo box.
| |
| − | * '''Colour Code''' - A colour code used to display different types in the list view.
| |
| − | * '''Access Roles''' - Select the [[Role|roles]] that can create this type of activity.
| |
| − | * '''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.
| |
| − | * '''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.
| |
| − | * '''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]].
| |
| − | * '''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]].
| |
| − | | |
| − | <u>'''Adding Activity Types'''</u>
| |
| − | | |
| − | 1. Create the following types:
| |
| − | | |
| − | [[Image:Uta93.png]]
| |
| − | | |
| − | ==Adding Level 2 Items==
| |
| − | | |
| − | Now that you have created the Level 2 types you can add some items.
| |
| − | | |
| − | 1. Click the '''Contracts''' tab.
| |
| − | | |
| − | 2. Click the '''Sales Contract''' entry.
| |
| − | | |
| − | The Sales Contract is displayed.
| |
| − |
| |
| − | [[Image:Uta106.png]]
| |
| − | | |
| − | 3. Click the '''New Activity''' tab.
| |
| − | | |
| − | The Activity window is displayed.
| |
| − | | |
| − | [[Image:Uta107.png]]
| |
| − |
| |
| − | * The type is restricted to the '''Invoice''' type item.
| |
| − | * The owner and assigned person are set to the current [[User|user]].
| |
| − | * The [[Custom Field|custom fields]] associated with the invoice item are displayed at the bottom of the page.
| |
| − | * The page is displayed full screen as you indicated this option in the configuration.
| |
| − | | |
| − | 4. Enter an invoice amount.
| |
| − | | |
| − | [[Image:Uta108.png]]
| |
| − |
| |
| − | 5. Click the '''Save''' button.
| |
| − | | |
| − | The Level 2 item is saved and calculated fields are displayed.
| |
| − | | |
| − | 6. Click the '''Activities''' tab.
| |
| − | | |
| − | The Level 2 activity is displayed.
| |
| − | | |
| − | [[Image:Uta109.png]]
| |
| − |
| |
| − | 7. Click the '''#''' field to redisplay the item.
| |
| − | | |
| − | ==Completing the Invoice Level 2 Type==
| |
| − | | |
| − | This Level 2 type is not complete. The following items are missing:
| |
| − | * An '''Invoice''' date.
| |
| − | * A '''Web Page View''' that would create the invoice.
| |
| − | * A '''Level 2 Status – Paid'''.
| |
| − | | |
| − | 1. Add the '''Level 2 custom field - Invoice Date'''.
| |
| − | | |
| − | 2. A '''Display Only Web Page View Field – Invoice – Don’t add any content for the moment'''.
| |
| − | | |
| − | The final Field List will look as follows:
| |
| − | | |
| − | [[Image:Uta110.png]]
| |
| − |
| |
| − | 3. Add the '''Paid''' status to the '''Status List'''.
| |
| − | | |
| − | <u>'''Creating the Addendum Item Type'''</u>
| |
| − | | |
| − | 1. Add the following fields to the addendum item.
| |
| − | | |
| − | [[Image:Uta111.png]]
| |
| − |
| |
| − | 2. Add an addendum item.
| |
| − | | |
| − | [[Category:Universal Tracking Application]][[Category:Applications]] | |
Configuring the Level 2 Entity
