==#REDIRECT [[:Level 1 Templates==Types]]
Level 1 [[Template|templates]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics: * A unique Level 1 [[Workflow]], which will trigger whenever a new item using this template type is added.* A unique Level 2 [[Workflow]], which will trigger whenever a new item using this template type is added.* A set of forms that are to be associated with the Level 1 item.* The list of statuses that you wish to associate with the specific [[Template|template]].* An [[External|external]] Internet available web page that can be used to create new Level 1 items.* A set of [[Custom Fields|custom fields]]. 1. Click the '''Settings''' tab. 2. Click the '''Templates''' link. [[Image:Uta43.png]] The '''Templates''' page is displayed. [[Image:Uta44.png]] * '''Existing Templates''' are listed on the left of the page.* '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page. ==Template Settings== Each template has the following settings: * '''Name''' - Display name for the [[Template|template]].* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.* '''Contracts Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].* '''Activities Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.* '''Description''' - A narrative description of the [[Template|template]].* '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved. * '''Associated Forms''' - Forms from the [[SmartSimple]] [[Web Forms]] application that you wish to associate with the [[Template|template]]. ==Creating Contract Templates== 1. Add the following four templates. * '''Non-Disclosure Agreement'''* '''Sales Contract - Purchase'''* '''Sales Contract - Service'''* '''Support Contract''' The '''Template List''' will look as follows: [[Image:Uta45.png]] 2. Click on the Non-Disclosure Agreement. [[Image:Uta46.png]] You can now use the tabs displayed at the top right of the page to modify the [[Template|template]].* '''New Status''' – Add a new status to the Level 1 status list.* '''Edit Template''' – Edit the template name, associated [[Workflow|workflows]], and webforms attached to the template.* '''Template Page''' – Create an [[External|external]] web page that can be used to create a new Level 1 item. * '''Level 1 Custom Fields''' – Add and display the [[Custom Field|custom fields]] specific to this [[Template|template]]. ==Associating Templates with Statuses== Not all Level 1 templates may require all the same statuses. So though the statuses are created globally, you only associate the required statuses to the specific template. 1. For the '''Non-Disclosure Agreement''' set the '''Negotiation''' and '''Active''' statuses only. [[Image:Uta47.png]] 2. Click the '''Save''' button. These two statuses will be available for this template. 3. For the other templates set all the statuses. ==Adding Level 1 Items== You can now add contracts to the system. 1. Click the '''Contracts''' tab. The Contract List view is displayed. [[Image:Uta48.png]] The contracts that you add will be listed on this screen. [[Category:Universal Tracking Application]][[Category:Applications]]{{DeprecatedPage}}