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| − | '''Level 2 Types''' provide a method of delineating between different types of Level 2 items. | + | '''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.'' | + | * ''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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| − | '''NOTE: Level 3 Types are configured the same manner as Level 2 Types. Any difference are noted below.''' | + | Please see the '''[[Types]]''' Wiki article for information on how to configure both Level 2 and Level 3 Types. |
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| | + | :''Any differences between Level 2 Types and Level 3 Types are indicated on that page.'' |
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| − | ==Creating Types== | + | ==See Also== |
| − | You can configure Level 2 Types via the '''Types''' link on the '''Settings''' page of your [[UTA]]:<br>
| + | * [[Types]] |
| − | [[Image:Uta91.png]] | + | * [[Level 3 Types]] |
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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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| − | [[Image:Uta92.png]]
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| − | ==Type Settings==
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| − | Each type of [[Level 2 Entity]] has the following settings:
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| − | * '''Name''' - Display name for the Type. | |
| − | * '''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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| − | * '''Display as Tab''' - This Type will be displayed on a separate tab in the list of Level 2 activities at the bottom of a Level 1 record.
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| − | * '''Show External''' - This check box indicates if this type of activity should be shown to external users.
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| − | * '''Access Roles''' - Select the [[Role]]s that can create this type of activity.
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| − | * '''[[Template / Type Formulas|Level 2 Formula]]''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the [[Template / Type Formulas|Level 1 Template]] formula. ''(See [[Template / Type Formulas]])''
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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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| − | * '''Restrict Contact Assignment by Contact''' - Allows you to restrict contact assignment for this Level 2 Type to named contacts.
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| − | ::''For example, if the Level 2 Type is "Dissertation Review", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name so that only they could be assigned to level 2 records of this type''
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| − | * '''Restrict Contact Assignment by Role''': Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type.
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| − | ::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.''
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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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| − | ==Type Custom Fields==
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| − | You can define [[Custom Fields]] that will appear only on the Level 2 records of a given Level 2 '''Type'''.
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| − | * To define these fields, click on the '''Fields''' button next to the relevant Level 2 '''Type'''. Then create the desired custom fields in the normal fashion.
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| − | * The '''Display Order''' of the [[Custom Fields]] you create on a Level 2 Type works in conjunction with the '''Display Order''' on any general Level 2 [[Custom Fields]] that have been defined.
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| − | ::''For example, if you have a Custom Field on a Level 2 Type with Display order of 15, it would appear between the global Level 2 custom fields with display orders of 10 and 20.''
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| − | ==See Also==
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| − | * [[Restricting Level 2 Types to Specific Level 1 Templates]]
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| − | * [[Template / Type Formulas]]
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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
