View source for UTA Settings - Entity

:[[Image:UTASettingsTabsEntityConfiguration.png|link=]]
The Entity Settings page of the UTA consists of several sections. 
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==Level 1 Settings==

The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above example, Level 1s have been named "Level 1s."
:[[Image:UTAEntitySetting1.png]]

The Level 1 Settings section contains the following:

* '''Standard Fields - Enable and manage standard fields for level 1s''' -  A list of [[Standard Field|standard fields]] for your {{l1}} entity. See [[UTA Standard Field Settings]] for details on configuring standard fields.
* '''Custom Fields - Create and manage custom fields for Level 1s''' -  A list of all those [[custom fields]] that are available to the overall Level 1 entity, rather than a specific Level 1 template. 
* '''Deleted Level 1s - Restore deleted level 1s''' - Means of restoring any Level 1s that may have been deleted in error. See [[Restoring Deleted Records]] for details.
* '''Enable Calendar - Enable to specify that each level 1 has a calendar that will display all the associated level 2s''' - Enable to display the Level 2 activities associated with the Level 1 item. 
* '''Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
* '''Enable Record Lock - Prevent concurrent edit access to level 1s''' - See [[Record Lock]] for details.
* '''Enable External Owners - Allow external users to own level 1s''' - By default, the Owner [[Standard Field|standard field]] only looks up [[internal]] users. Selecting this option will allow both [[external]] and [[internal]] owners of the Level 1.
* '''Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled''' - User will only be able to select their own company, or one of its sub-companies, when populating the Branch [[Standard Field|standard field]].
* '''Default Level 1 Duration''' - Automatically define what the default End Date should be incremented to, based on the Start Date. 
* '''Internal Branch Filter''' - Restrict which companies are available in the Branch drop-down list based on which user is editing the record. 
* '''Level 1 Formula''' -  Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 1s within the Formula boxes. 
* '''Level 1 Formula ID Used''' - Used in conjunction with '''Level 1 Formula''' above. When [[Custom Field ID]]s are entered here, Template Formulas are restricted to process variables only from those custom fields. 
* '''Level 1 Visibility Condition ID Used''' - Used in conjunction with [[Visibility Condition|visibility conditions]] in place against the individual fields: if not left blank, [[Visibility Condition|visibility conditions]] are restricted to process variables only from the Custom Field IDs that are entered here. 
* '''Level 1 Delete Redirect Template''' - Allows you to customize the landing page after a {{l1}} is deleted.

==Level 2 Settings==

:[[Image:UTAEntitySetting2.png]]

The Level 2 Settings section contains the following:

* '''Standard Fields - Enable and manage standard fields for level 2s''' -  A list of all baseline standard fields for your Level 2 entity. 
* '''Custom Fields - Create and manage custom fields for Level 2s''' -  A list of all those [[custom fields]] that are available to the overall Level 2 entity, rather than a specific Level 2 type. 
* '''Deleted Level 2s - Restore deleted level 2s''' - means of restoring any Level 2s that may have been deleted in error. 
* '''Inherit Custom Fields - Provides ability to define custom fields within a level 1 template and have those fields manifest on the level 2s associated with that template''' - 
* '''Level 1 Contact Assignments - Click to specify that only contacts associated with the level 1 can be associated with the level 2s''' - Restrict the people that can be associated with a Level 2 activity to only those associated with the Level 1 item.
* '''Enable Reader Log - Use to track what users have viewed a specific level 2 and when they have viewed it. ''' - Enable to track when a user displays the Level 2 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
* '''Enable Record Lock - Prevent concurrent edit access to level 2s''' - See [[Record Lock]] for details.
* '''Use multiple Ext Account list for level 2''' - 
* '''Display Ext Account list below custom fields''' - 
* '''Use multiple Ext Contact list for level 2''' - 
* '''Use level 2 contact in security matrix''' - 
* '''Maximum Contacts''' - 
* '''Level 2 Formula''' -  Enter the [[Template / Type Formula|formulas]] for any  calculations or logic to be applied on all level 2s within the Formula boxes. 
* '''Level 2 Formula ID Used''' - Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here. 
* '''Level 2 Visibility Condition ID Used''' - Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here. 
* '''Level 2 Delete Redirect Template''' - Allows you to customize the landing page after a level 2 is deleted.


==Level 3 Settings==

:[[Image:UTAEntitySetting3.png]]

The Level 3 Settings section contains the following:

* '''Standard Fields - Enable and manage standard fields for level 3s''' -  A list of all baseline standard fields for your Level 3 entity. 
* '''Custom Fields - Create and manage custom fields for Level 3s''' -  A list of all baseline custom fields for your Level 3 entity. 
* '''Deleted Level 3s - Restore deleted level 3s''' - means of restoring any Level 3s that may have been deleted in error. 
* '''Enable Level 3 Multi-Link - Click to specify the capability to link the same level 3s to multiple level 2s''' - 
* '''Enable Reader Log - Use to track what users have viewed a specific level 3 and when they have viewed it''' - 
* '''Enable Record Lock - Prevent concurrent edit access to level 3s ''' - 
* '''Use multiple Ext Account list for level 3''' - 
* '''Use multiple Ext Contact list for level 3''' - 
* '''Use level 3 contact in security matrix''' - 
* '''Maximum Contacts''' - 
* '''Level 3 Formula''' - 
* '''Level 3 Delete Redirect Template''' - 
* '''Batch Update Level 3 To''' - 
* '''Button Label''' -

==See Also==
{{UTASettingsLinks}}