View source for Search Panel Options

==Search Panel Options==

The '''Search''' panel on the right of the screen is used to locate existing contracts.
* The '''Standard''' tab displays the standard fields in the combo box that you have associated with the [[Level 1 Entity]].
* The '''Custom''' tab displays the [[Custom Fields|custom fields]] in the combo box that you have created.
* '''Search options''' to control the way the data will be searched.
* The '''Status''' check boxes are used to determine which Level 1 items you wish to see by status.
* The '''Stored Filters''' combo is used to apply search criteria that you have previously saved.

1. Click the '''New Contract''' tab.

The New Contract window is displayed.

[[Image:Uta49.png]]
 
The standard fields that you selected for the [[Level 1 Entity]] are displayed at the top of the page.

* The Branch field (internal organisation entity) will default to the location of the current [[User|user]].
* The [[Template|templates]] that you created are displayed in the '''Type''' combo box.
* The statuses that you created are displayed in the '''Status''' combo box.
* The Manager Field (owner) will default to the current [[User|user]].

The [[Custom Field|custom fields]] that you created for the [[Level 1 Entity]] are displayed below the standard fields.

Two save buttons are displayed.
* The '''Save & New''' button will save the current Level 1 item and display the '''New Contract''' window again so an additional contract can be created.
* The '''Save''' button will save the current Level 1 item.

==Template Choice Restricts Statuses==

You configured the current [[Template|template]] – '''Non-Disclosure Agreement''' to only be associated with two statuses.

1. Click in the '''Status''' combo box.

[[Image:Uta50.png]]
 
Only '''Negotiation''' and '''Active''' are displayed.

2. Select a different type of '''Contract''' from the '''Type''' combo box.

[[Image:Uta51.png]]
 
3. Review the contents of the '''Status''' combo box.

[[Image:Uta52.png]]
 
The status list now includes all statuses selected for this template.

==Creating a Contract==

1. Create the following contract:

[[Image:Uta53.png]]
 
2. Click the '''Save & New''' button.

A new, blank contract window is displayed.

3. Create the following additional contract:

[[Image:Uta54.png]]
 
4. Click the '''Save''' button.

The contract is saved and remains on the screen.

==Setting Contract List View Statuses==

1. Click on the '''Contract''' tab.

The contract list appears blank as there are no statuses selected on the right search panel.  Once these are set, the system will remember them.

2. Click the '''Select All Status''' check box.

[[Image:Uta55.png]]
 
3. Click the '''Find''' button.

The contracts are now displayed.

[[Image:Uta56.png]]
 

{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"
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| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
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|}



[[Category:Universal Tracking Application]][[Category:Navigation]]