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→Type Settings
* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.
* '''Color Code''' - A color code used to display different types in the list view.
* '''Tab Label''' (Level 2 only) - Allows you to define a name for the tab if '''Display as Tab''' is selected. See [[Display as Tab]] article for details.
* '''People Workflow''' (Level 2 only) - Allows you to attach a '''Tracking Activity Assignment''' [[Workflow]] to this Type.
* '''Lock on Type''' (Level 2 and Level 3) - Allows you to lock this type after creation to prevent it from being changed.
* '''Is Default Type''' - Allows you to select which Type will be the default when a new Level 2 or Level 3 record is created.
::* '''Note:''' if you select more than one type to be the default this will not function.
* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of activities at the bottom of their parent record. See [[Display as Tab]] article for details.
* '''Show External''' (Level 2 only) - This check box indicates whether or not this type of activity should be shown to external [[User|users]].
* '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this Type.
* '''Available Status''' - Select the Level 2 [[Status]]es that can be selected for this Type.
* '''Calendar Status''' - Select the Level 2 [[Status]]es in which records of this Type will be displayed on [[Calendars]].
* '''Enabled on Level 1 Templates''' - Currently only available against level 2 tasks. Allows you to define the level 1 templates that the current level 2 type is associated with.
* '''[[Template / Type Formula|Level 2/Level 3 Formula]]''' - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to the [[Template / Type Formula|Level 1 Template]] formula. ''(See [[Template / Type Formula]])''
* '''Reminder Settings''' (Level 2 only) - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].
* '''Restrict Contact Assignment by Role''' (Level 2 only) - Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type.
::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.''
* '''Available to Level 2 Types''' - Currently only available against level 3 tasks. Allows you to define the level 2 types that the current level 3 type is associated with.
