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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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| − | [[Image:Uta91.png]] | + | Please see the '''[[Types]]''' Wiki article for information on how to configure both Level 2 and Level 3 Types. |
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| − | The Types window is displayed.
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| − | [[Image:Uta92.png]]
| + | :''Any differences between Level 2 Types and Level 3 Types are indicated on that page.'' |
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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== | + | ==See Also== |
| − | | + | * [[Types]] |
| − | Each type of [[Level 2 Entity]] has the following settings:
| + | * [[Level 3 Types]] |
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| − | * '''Name''' - Display name for the [[Template|template]]. | |
| − | * '''Display Order''' - The order in which the types are listed in the type combo box.
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| − | * '''Colour Code''' - A colour code used to display different types in the list view.
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| − | * '''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:
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| − | [[Image:Uta93.png]]
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| − | ==Reminder & Follow-up Settings==
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| − | [[Image:Reminder_n_follow_up.jpg]]
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| − | * By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner.
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| − | [[Image:Reminder_n_follow_up_2.JPG]]
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| − | * If there is an '''owner standard field''' enabled, then the owner will be selected when creating reminders or follow-ups.
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| − | ==See Also==
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| − | * [[Restricting Level 2 Types to Specific Level 1 Templates]]
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| | + | {| 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]] |
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| | + | | [[Types]] [[Image:Next.png|link=Types]] |
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| − | [[Category:Universal Tracking Application]] | + | [[Category: Universal Tracking Application]] |
Configuring the Level 2 Entity
