View source for Adding Standard and Custom Fields to Level 1

==Adding the Standard fields for Level 1==

In this article, you will choose from the built-in field lists for Level 1 and then add [[Custom Field|custom fields]] to complete the [[Level 1 Entity]].

As standard fields can only be added through the [[UTA Settings - Entity]] page you need to access this page before you begin. There are a number of methods to access the [[UTA Settings]] pages.

1. On the [[Configuration Menu]], click '''Tracking Applications'''.

[[Image:TrackingApplications.png|link=|450px]]
 
2. Click the '''Edit''' button for the relevant application.

Alternatively, you can access the [[UTA Settings - Entity]] page from the [[Application|application]].

3. Click the '''Application name''' in the Application [[Menu|menu]].

4. Click the '''Settings''' tab.

5. Click the '''Entity''' tab.

The [[UTA Settings - Entity]] page is displayed.

6. Click on the hyperlink for '''Standard Fields'''.

[[Image:StandardFieldLink.png|link=]]
 
The Standard field list is displayed.

{{StandardFieldEditPage}}
 
This page is used to determine which standard [[Level 1 Entity]] fields you wish to use in your [[Application|application]].

==Selecting the Standard Fields for the Level 1 Entity==

Next you will select and rename the standard fields that you will need to use for your [[Application|application]].

1. Set the standard fields as follows:

{| border="1"
|'''Standard Field'''
|'''Add Caption'''
|-
|Application Name
|''Not Required''
|-
|Application Template Type
|Type
|-
|Branch
|Branch
|-
|Close Date
|''Not Required''
|-
|Contacts
|Contract Contacts
|-
|Currency
|Currency
|-
|Customer
|Customer
|-
|Description
|Description
|-
|End Date
|To
|-
|End Time
|''Not Required''
|-
|Folders
|''Not Required''
|-
|Modified Date
|Last Updated
|-
|Owner
|Manager
|-
|Probability
|''Not Required''
|-
|Requirement
|''Not Required''
|-
|Revenue
||''Not Required''
|-
|Status
|Status
|-
|Start Date
|From
|-
|Start Time
|''Not Required''
|-
|Workflow
|''Not Required''
|}

All other fields will be added as [[Custom Field|custom fields]].

2. Click the '''Save''' button.

The standard fields required for Level 1 are now complete.

==Adding Custom Fields to the Level 1 Entity==

[[SmartSimple]] supports over 50 [[Custom Field|custom field]] types, which can be added to any [[Entity|entity]] within the system.  For a full description of each field type see the Wiki category [[:Category:Custom Field Types|Custom Field Types]].

1. Click the '''Settings''' tab.

2. Click the [[Custom Field|Custom Fields]] link.

[[Image:CustomFieldLinkonUTALevel1.png|link=]]
 
The custom field window is displayed.

[[Image:CustomFieldListHeader.png|link=]]

==Adding Custom fields to the Level 1 Entity==

1. Add the following fields:

{| border="1"
|'''Order'''
|'''Field Name'''
|'''Field Type'''
|'''Options'''
|-
|10.
|Contract Information
|Title Bar - Multiple Columns
|2
|-
|20.
|Date Signed
|Text Box - Single Line
|Set validation to "Date" 
|-
|30.
|Signed by
|Select One - Internal People
|''n/a''
|-
|40.
|Contract Duration
|Select One - Combo Box
|Select from List;Month to Month;90 Days;Annual;Two year;Three year
|-
|50.
|Contract Scan
|Link - Single File
|''n/a''
|}

Once complete, the field list will look as follows:

[[Image:Uta38.png]]

Note that unique [[Custom Field ID]]s have been associated with your new custom fields.
 
These fields will be associated with all {{l1}} items that you create in this application.


{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"
| [[Image:Previous.png|link=Terminology Settings]] &nbsp;[[Terminology Settings]]
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
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|}



[[Category:Universal Tracking Application]]