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__TOC__ Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with {{l1}} or {{l2}} entities. This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant. To enable the ability to access and add Transactions to the {{l1}} or {{l2}} records in a UTA requires that:* Transaction Standard fields are enabled* UTA Transaction Settings have been enabled * UTA Type Settings specific to Transactions have been configured as required =Transaction Standard fields= Transactions Standard Field, once enabled, will provide access to a list of Transactions enabled against individual {{l1}} and {{l2}} records. The {{UTASettingsTabsl1}}Transaction Standard field settings also control visibility of the Transactions tab visible from the overall UTA view. =UTA Transaction settings=
The Transaction Settings page of the , found on Connectivity tab within UTA Settings, consists of several sections. __TOC__
=={{l1}} Transaction Type Settings==
[[Image:TransactionSettings-L1TransTypeSettings.png|link==]]* When [[transactions|transaction types]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record.* Transaction types can then be excluded from specific [[Level 1 Templates]] by editing the template > clicking on the [[View Status]] button and selecting the transaction type in the "Disabled Transaction Type" section.
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=={{l1}} Transaction Access Roles==
[[Image:TransactionSettings-L1TransAccessRole.png|link==]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access transactions associated to a {{l1}} record if they are in one of the assigned roles.
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=={{l2}} Transaction Type Settings==
[[Image:TransactionSettings-L2TransTypeSettings.png|link==]]
* When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record.
* Transaction types can then be excluded from specific [[Level 2 Types]] by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.
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=={{l2}} Transaction Access Roles==
[[Image:TransactionSettings-L2TransAccessRole.png|link==]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access transactions associated to a {{l2}} record if they are in one of the assigned roles.
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=UTA Type Settings specific to Transactions=You can also restrict the types of transactions available for each {{l1} or {{l2} Type.* Within the UTA, click on the Settings tab.* On the [[main Settings page]] Click into the Level 1 '''Templates''' and select the relevant Level 1 template.* Click on the [[View Status]] tab.* In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template. [[Image:DisableTransactions.PNG]] =See Also==
{{UTASettingsLinks}}
* [[Attaching Transactions to a UTA Level 1 Record]]
