Changes

Transaction Custom and Standard Field Types

109 bytes added, 17:28, 12 June 2014
Transaction Standard Fields
=Transaction Standard Fields=
Each transaction consists of the The following [[standard fields]] can be activated for each transaction type:
* {||bgcolor=#D1D0CE|'''Field Name''' |bgcolor=#D1D0CE|'''Description'''|bgcolor=#D1D0CE|'''[[Transaction Variables|Associated Variable]]'''|- The  |'''NameCreated By''' |Stamp of the transaction type. This user name will be displayed on that created the tabrecord.* |'''Type'not applicable'' |- Transactions can be associated with contacts or companies. Note: only contact transactions are currently supported.* |bgcolor=#D1D0CE|'''Display OrderCreated Date''' - Defines |bgcolor=#D1D0CE|Stamp of the tab order for date and time that the transaction typesrecord was created.* |bgcolor=#D1D0CE|''not applicable'Associated Roles'|-|'''Description''' - The [[Role|roles]] A text field to which the transaction type is associatedenter a description.* |@description@ or @details@|-|bgcolor=#D1D0CE|'''Use Publication ServiceCustomer''' - Used |bgcolor=#D1D0CE|A company lookup field to link transaction type the {{l1}} item to an [[Externalone specific company.|bgcolor=#D1D0CE|@client@|external]] web service. This is used specifically for accessing external services that can provide contact level transaction information.-* |'''Start Date LabelDescription''' |Narrative description text box.|@description@|- Standard field representing the start date of the transaction. If this field is not required leave the level as blank.* |bgcolor=#D1D0CE|'''End Date Label''' - Standard field representing the end |bgcolor=#D1D0CE|Milestone date of the transaction. If this field is not required leave the level as blank.* |bgcolor=#D1D0CE|@enddate@|-|'''Subject LabelLevel Two Lookup''' - Standard field representing the subject of the |Used to associate transaction. If this field is with a {{l2}} record|''not required leave applicable''|- |bgcolor=#D1D0CE|'''Modified Date'''|bgcolor=#D1D0CE|Date that the level as blank{{l1}} item was last modified. |bgcolor=#D1D0CE|@trsts@ You can (transaction time-stamp)|- |'''Start Date'''|Milestone date – initially set a new label if you wish to use this field for a different purposecurrent date.* |@startdate@|-|bgcolor=#D1D0CE|'''Description LabelStatus''' - Standard field representing the description of |bgcolor=#D1D0CE|[[Status]] setting for the transaction. If this |bgcolor=#D1D0CE|@status@|-|'''Subject'''|Narrative text field is not required leave the level as blankfor Subject.|@subject@|}
1. Set the following values.
[[Category:Transactions]][[Category:Custom Fields]][[Category:Standard Fields]]
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