Smartstaff, administrator
4,478
edits
Changes
no edit summary
:[[Image:UTASettingsTabsEntityConfigurationEntity_uta_settings.png|link=]]The Entity Settings page of the UTA consists of several sections. __TOC____NOTOC__
==Level 1 Settings==
The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above examplebelow, Level 1s [[UTA_Settings_-_General#Terminology_Settings|have been named ]] "Level 1sGrants," so the section is labelled "Grant Properties.":[[Image:UTAEntitySetting1Grantproperties.png]]
The Level 1 Settings section contains the following:
* '''Standard Fields - Enable and manage standard fields for level 1s''' - A list of [[Standard Field|standard fields]] for your {{l1}} entity. See [[UTA Standard Field Settings]] for details on configuring standard fields.
* '''Custom Fields - Create and manage custom fields for Level 1s''' - A list of the [[custom fields]] that are available to the overall Level 1 entity, rather than a specific Level 1 template.
* '''Deleted [[Dynamic Field Visibility Control]]''' - used to create sets of fields that are displayed or hidden dependent on the value selected from another custom field. *'''List Views - Add/remove and set order of fields in role based grants List Views''' - A list of the [[list views]] that are available to the overall Level 1s 1 entity.* '''Templates - Restore deleted level 1sCreate and manage grant templates''' - Means A list of restoring any Level 1s [[templates]] that may have been deleted in errorare available to use. See * '''Statuses''' - Define the [[Restoring Deleted Recordsstatus]] for detailsyou wish to use.* '''Enable Calendar Copy Option Settings - Create and manage duplicate check for grants''' - Enable Allows the user to specify that each level 1 has a calendar that will display all define copy settings for custom fields. It also allows the associated level 2suser to define copy restrictions for specific roles.* '''Duplicate Check Settings - Create and manage duplicate check for grants''' - Enable to display the Level 2 activities associated with the Level 1 item on a SmartSimple See [[Calendars|CalendarDuplicate Check Settings]] accessible from each level 1 recordfor details.* '''Deleted Grants - Restore deleted grants''' - View deleted grants. Users can either restore or purge the deleted grants. * '''Enable Date Filtering'''* '''Enable Enhanced Quick Entry Tab'''* '''Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
* '''Enable Record Lock - Prevent concurrent edit access to level 1s''' - See [[Record Lock]] for details.
* '''Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled''' - User will only be able to select their own company, or one of its sub-companies, when populating the Branch [[Standard Field|standard field]].
* '''Disable Default Level 1 DurationDate'''* '''Disable Forms Tab'''* '''Disable Email Tab'''* '''Disable Matching Gift Chart Tab''' - Automatically define what the default End Date should be incremented to, based on the Start Date. * '''Internal Branch FilterDisable Import Tab'''* ''' - Restrict which companies are available Open Transaction in the Branch drop-down list based on which user is editing the record. New Window'''* '''Level 1 FormulaGroup Tabs''' - Enter the ==Organization Properties==[[Template / Type FormulaImage:Organization_properties.png|formulaslink=]] * '''Organization Roles''' - Create and manage organization roles for any calculations or logic to be applied on all level 1s within the Formula boxesselected UTA. * '''Level 1 Formula ID UsedOrganization List Views''' - Used in conjunction with Create and manage organization list view for the selected UTA.* '''Level 1 FormulaOrganization Tabs''' above. When [[Custom Field ID]]s are entered here, Template Formulas are restricted to process variables only from those custom fields- Create and manage organization tabbed view for the selected UTA. * '''Level 1 Visibility Condition ID UsedImport Related Organizations''' - Used in conjunction with See [[Visibility Condition|visibility conditionsImport Related Organizations]] in place against the individual fields: if not left blank, page. ==Contact Properties==[[Visibility ConditionImage:Contact_properties.png|visibility conditionslink=]] are restricted to process variables only from * '''Contact List View''' - Create and manage contact list view for the selected UTA.* '''Contact Tabs''' - Create and manage contact tabbed view for the Custom Field IDs that are entered hereselected UTA. * '''Level 1 Delete Redirect TemplateContact Restrictions''' - Allows you to customize Create and manage UTA restrictions for the landing selected UTA.* '''Import Related Contacts''' - See [[Import Related Contacts]] page after a {{l1}} is deleted.
==Level 2 Settings==
* '''Level 2 Formula ID Used''' - Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here.
* '''Level 2 Visibility Condition ID Used''' - Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here.
* '''[[Delete Redirect Template|Level 2 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 2 is deleted.
* '''Maximum Contacts''' - - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 3.
* '''Level 3 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 3s within the Formula boxes.
* '''[[Delete Redirect Template|Level 3 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 3 is deleted.
* '''Batch Update Level 3 To''' -
* '''Button Label''' -
