Difference between revisions of "UTA Settings - Entity"

Revision as of 13:52, 17 July 2013

The Entity Settings page of the UTA consists of several sections.

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."

The Level 1 Settings section contains the following:

• Standard Fields - Enable and manage standard fields for level 1s - A list of standard fields for your Level 1 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 the 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 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.
• 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 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 IDs 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 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 1 Delete Redirect Template - Allows you to customize the landing page after a Level 1 is deleted.

Level 2 Settings

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 - Will expose the Account List field at Level 2, allowing multiple companies to be assigned to the Level 2 entity by company role.
• Display Ext Account list below custom fields - Exposed when the Use multiple Ext Account list for level 2 is checked. Will determine whether the Account List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
• Use multiple Ext Contact list for level 2 - Will expose the Contact List field at Level 2, allowing multiple contacts to be assigned to the Level 2 entity by user role.
• Display Ext Contact list below custom fields - Exposed when the Use multiple Ext Contact list for level 2 is checked. Will determine whether the Contact List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
• Use level 2 contact in security matrix -
• Maximum Contacts - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 2.
• Level 2 Formula - Enter the 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

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 those custom fields that are available to the overall Level 3 entity, rather than a specific Level 3 type.
• 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 to track when a user displays the Level 3 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 3s - See Record Lock for details.
• Use multiple Ext Account list for level 3 - - Will expose the Account List field at Level 3, allowing multiple companies to be assigned to the Level 3 entity by company role.
• Display Ext Account list below custom fields - Exposed when the Use multiple Ext Account list for level 3 is checked. Will determine whether the Account List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen.
• Use multiple Ext Contact list for level 3 - Will expose the Contact List field at Level 3, allowing multiple contacts to be assigned to the Level 3 entity by user role.
• Display Ext Contact list below custom fields - Exposed when the Use multiple Ext Contact list for level 3 is checked. Will determine whether the Contact List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen.
• Use level 3 contact in security matrix -
• Maximum Contacts - - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 3.
• Level 3 Formula - Enter the formulas for any calculations or logic to be applied on all level 3s within the Formula boxes.
• Level 3 Delete Redirect Template - Allows you to customize the landing page after a level 2 is deleted.
• Batch Update Level 3 To -
• Button Label -

See Also

• Accessing the UTA Settings Tab
• UTA Settings Page
• UTA Settings - Settings
• UTA Settings - General
• UTA Settings - Security
• UTA Settings - Entity
• UTA Settings - Miscellaneous
• UTA Settings - Transaction
• UTA Settings - Invoice
• UTA Settings - Time and Expense