Difference between revisions of "Level 2 Types"

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[[Image:Uta93.png]]
 
[[Image:Uta93.png]]
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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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[[Image:Uta106.png]]
 
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3. Click the '''New Activity''' tab.
 
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The Activity window is displayed.
 
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[[Image:Uta107.png]]
 
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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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[[Image:Uta108.png]]
 
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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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[[Image:Uta109.png]]
 
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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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[[Image:Uta110.png]]
 
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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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[[Image:Uta111.png]]
 
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2. Add an addendum item.
 
  
 
[[Category:Universal Tracking Application]][[Category:Applications]]
 
[[Category:Universal Tracking Application]][[Category:Applications]]

Revision as of 10:18, 12 September 2007

Creating the Level 2 Types

In this article, you will create two types of 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.

Uta91.png

The Types window is displayed.

Uta92.png

  • Existing Types are listed on the left of the page.
  • 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:

  • Name - Display name for the template.
  • 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 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 yourLevel 2 Entity.

Adding Activity Types

1. Create the following types:

Uta93.png

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