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In this article, you will create two '''Level 2 Types''' provide a method of delineating between different types of {{l2}} items.* ''Level 2 Types are the equivalent of [[Level 2 Entity1 Templates|Templates]] at Level 2 entities1 and of [[Level 3 Types]] – an invoice entity for use with the billable contracts, and an addendum entity for use with the '''Non-Disclosure'at Level 3.'' contract.

Please see the '''[[Image:Uta91.pngTypes]] The ''' Wiki article for information on how to configure both Level 2 and Level 3 Types window is displayed.

[[Image:Uta92.png]] * '''Existing Any differences between Level 2 Types and Level 3 Types''' are listed indicated on the left of the that page.* '''Details of each type''' are displayed on the right of the page and new types are added to the right of the page.

==Type SettingsSee Also==* [[Types]]* [[Level 3 Types]]

* '''Name''' {| cellpadding="5" style="background- Display name for the [[Template|template]].* '''Display Order''' color:#F0F0F0;border- The order in which the types are listed in the type combo box.* '''Colour Code''' style: solid; border- A colour code used to display different types in the list view.width: 2px"* '''Access Roles''' - Select the | [[RoleImage:Previous.png|roles]] that can create this type of activity.* '''Providers''' - In some circumstances only certain type of people can provide a specific type of service and therefore only their names should appear when you attempt to assign someone to link=Configuring the Level 2 item. For example, perhaps only a lawyer can be assigned to produce the contract addendum. * '''Show External''' - This check box indicates if this type of activity should be shown to external users.* '''Level 2 Formula''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the '''Level 1 Template''' formula.* '''Reminder Settings''' - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your Entity]]  [[Configuring the Level 2 Entity]].* '''Follow Up Settings''' - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your|       | [[Level 2 EntityTypes]] [[Image:Next.png|link=Types]] |}

<u>'''Adding Activity Types'''</u> 1. Create the following types: [[Image:Uta93.png]] ==Reminder & Follow-up Settings== [[Image:Reminder_n_follow_up.jpg]] * By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner. [[Image:Reminder_n_follow_up_2.JPG]] * If there is an '''owner standard field''' enabled, then the owner will be selected when creating reminders or follow-ups. [[Category:Universal Tracking Application]]