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| − | ==Level 1 Templates==
| + | #REDIRECT [[:Level 1 Types]] |
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| − | 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:
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| − | * A unique Level 1 [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A unique Level 2 [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A set of forms that are to be associated with the Level 1 item.
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| − | * The list of statuses that you wish to associate with the specific [[Template|template]].
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| − | * An [[External|external]] Internet available web page that can be used to create new Level 1 items.
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| − | * A set of [[Custom Fields|custom fields]].
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| − | 1. Click the '''Settings''' tab.
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| − | 2. Click the '''Templates''' link.
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| − | [[Image:Uta43.png]]
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| − | The '''Templates''' page is displayed.
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| − | [[Image:Uta44.png]]
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| − | * '''Existing Templates''' are listed on the left of the page.
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| − | * '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page.
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| − | ==Template Settings==
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| − | Each template has the following settings:
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| − | * '''Name''' - Display name for the [[Template|template]].
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| − | * '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
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| − | * '''Contracts Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].
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| − | * '''Activities Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.
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| − | * '''Description''' - A narrative description of the [[Template|template]].
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| − | * '''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. (See [[Template / Type Formulas]])
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| − | * '''Associated Forms''' - Forms from the [[SmartSimple]] Web Forms [[Application|application]] that you wish to associate with the [[Template|template]].
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| − | ==Associating Templates with Statuses==
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| − | Not all Level 1 templates may require all the same [[Statuses]]. Although the statuses are created globally, you associate the only required statuses to each individual template.
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| − | [[Image:Uta47.png]]
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| − | ==Adding Level 1 Items==
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| − | You can now add contracts to the system.
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| − | 1. Click the '''Contracts''' tab.
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| − | The Contract List view is displayed.
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| − | [[Image:Uta48.png]]
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| − | The contracts that you add will be listed on this screen.
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| − | ==See Also==
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| − | * [[Statuses]]
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| − | * [[Template / Type Formulas]]
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| − | [[Category:Universal Tracking Application]]
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This article is deprecated and the information contained within may no longer be correct.
