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Attaching Transactions to a UTA Level 1 Record

1,306 bytes removed, 13:17, 11 October 2017
Redirected page to UTA Settings - Transaction
Although Transactions are normally only attached to contact records, they can be enabled within a #REDIRECT [[UTA to allow them to be associated with Level 1 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.  This can be enabled as follows:* Within the UTA under Settings click on Application Configuration* In the Application Settings section click to enable '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''* Save the page* Scroll down to the '''Transaction Type Settings''' Section and select the transaction types you wish to enable for this UTA When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction Types you have enabled. ==Restricting Transaction Types by Template==You can also restrict the types of transactions available for each Level 1 Template.* Within the UTA under Settings click on Application Configuration* Click into the Level 1 '''Templates''' and select the relevant Level 1 templates,* 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]] [[Category:Universal Tracking Application]][[Category:Transactions]]
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