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Types

20 bytes added, 14:52, 13 November 2013
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* '''Template Page''' - See [[Template Page]] for information.
* '''Status Trigger''' - See [[Cascading Status Changes]] page for information.
[[Image:EditTypePagePt1EditTypePagePart1.png|thumb|500px|Top of Level 2 Type Edit Page|link=]]
==Type Settings==
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[[Image:EditTypePagePt2.png|thumb|500px|Middle Section of Level 2 Type Edit Page|link=]]
* '''Disabled Transaction Types''' - See [[Attaching_Transactions_to_a_UTA_Level_1_Record#Restricting Transaction Types by Template|Disabled Transaction Types]] for detailed instructions.
* '''[[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]])''
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[[Image:EditTypePagePt3.png|thumb|500px|Bottom Section of Level 2 Type Edit Page|link=]]
* '''Restrict Contact Assignment by Contact''' (Level 2 only) - Allows you to restrict contact assignment for this Level 2 Type to named contacts.
::''For example, if the Level 2 Type is "Dissertation Review", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name so that only they could be assigned to level 2 records of this type''
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