Difference between revisions of "Working with Level 2 – Activities"
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The steps to activate the [[Level 2 Entity]] are similar to the [[Level 1 Entity]]. | The steps to activate the [[Level 2 Entity]] are similar to the [[Level 1 Entity]]. | ||
| − | * Choose the standard fields using the | + | * Choose the standard fields using the [[UTA Settings - Entity]] page. |
| − | * Create the [[Custom Field|custom fields]] for Level 2 using either the | + | * Create the [[Custom Field|custom fields]] for Level 2 using either the [[UTA Settings - Entity]] page OR the [[UTA Settings - Settings|main UTA settings]] page. |
| − | * Define | + | * Define [[Level 2 Types]] using the [[UTA Settings - Settings|main UTA settings]] page. (The term ''Type'' at Level 2 and Level 3 is the equivalent of ''Template'' at Level 1) |
| − | * Define the Level 2 [[Statuses]] using the | + | * Define the Level 2 [[Statuses]] using the [[UTA Settings - Settings|main UTA settings]] page. |
| − | * Define the [[List View]] for Level 2 items. | + | * Define the [[List View]] for Level 2 items using the [[UTA Settings - Settings|main UTA settings]] page. |
{{PrevNextStart}} [[Accessing Level 1 from Other Screens]] | {{PrevNextStart}} [[Accessing Level 1 from Other Screens]] | ||
Revision as of 14:27, 17 July 2013
You can sometimes build a useful Universal Tracking Application that only uses one Level.
If you need to track “transactions” of some kind associated with the Level 1 item you will need to create a two level UTA.
- When you examine the built-in fields for the Level 2 (and Level 3) entities you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics.
- Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the Standard Fields for the Level 2 activities and use custom fields for the rest of the entity.
Steps to Activate Level 2 items
The steps to activate the Level 2 Entity are similar to the Level 1 Entity.
- Choose the standard fields using the UTA Settings - Entity page.
- Create the custom fields for Level 2 using either the UTA Settings - Entity page OR the main UTA settings page.
- Define Level 2 Types using the main UTA settings page. (The term Type at Level 2 and Level 3 is the equivalent of Template at Level 1)
- Define the Level 2 Statuses using the main UTA settings page.
- Define the List View for Level 2 items using the main UTA settings page.
