Changes

There are 4 configurable __NOTOC__This is the settings page to configure options available:for the [[Summary Matrix]].

* Roles - Show Summary To access this page in the Arcadia interface, take the following steps:# Click on the Configuration Settings button of the UTA (matrix{{SettingsButton}})* Roles - # On the General tab, within the Arcadia Interface Options, click on the "Summary and List View Level 1 Group Status* Level 1 Type to Omit for Summary* Level 1 Status to Omit for SummaryOptions".

[[ImageThere are five configurable options available on this page:ArcadiaL1Summary.png|border]]

====Roles - Show Summary (matrix)====

[[Image:{{ArcadiaL1SummaryView.png|border]]}}

If a user logs in with a role that is '''not permitted''' to see the Summary section then they will not have the option to view the Summary section. Instead they only see the [[List View]].

[[Image:ArcadiaL1ListViewArcadiaL1ListView2.png|border]]

====Roles - View Level 1 Group Status=Type to Omit for Summary===

*The '''View Level 1 Group StatusType to Omit for Summary''' section is used to restrict exclude certain roles [[Level 1 Templates|Level 1 Types]] from seeing the exact status [[Summary Matrix]].*This could include historic types that are no longer of interest to the organization. *Click on the {{l1LookupButton}}sbutton and select the Level 1 Types to be excluded, then click OK. *Leave the section blank if all Level 1 Types are to be included in the Summary Matrix.

This setting *The '''Level 1 Status to Omit for Summary''' section is used to exclude certain Level 1 [[status]]es from the [[Summary Matrix]].*Click on the {{LookupButton}} button and select the Level 1 statuses to be excluded, then click OK. *Leave the section blank if all Level 1 statuses are to be included in conjunction with the Group Name field of the UTA StatusesSummary Matrix.

==== Note that these standard fields may be renamed in your instance of SmartSimple using a [[UTA_Standard_Field_Settings#Caption|standard field caption]]. In the following examples: * "Level 1 Type Templates" have been renamed to Omit for Summary===="Funding Program" * the "Branch" standard field remains "Branch" * the "Customer" standard field has been renamed to "Organization" * the "Owner" standard field has been renamed to "Primary Contact" * the "Person" standard field has not been [[UTA_Standard_Field_Settings#Adding_a_field|enabled]], so it is not shown as an option.

The To enable these alternate standard fields as '''Level 1 Type to Omit for Summaryrow headings''' section is used to exclude certain Level 1 Types from the Summary Matrix. This could include historic types that are no longer of interest to the organization.  Click on the {{LookupButton}} button and select the Level 1 Types to be excludedin alternate summary views, then click OK.  Leave on the section blank if all Level 1 Types are standard fields you wish to be included use in the summary matrix  Summary Options setting.<br />[[Image:L1SummaryOptions.png|link====Level 1 Status to Omit for Summary====]]* The '''Level 1 Status to Omit for Summary''' section is used to exclude certain Level 1 statuses standard fields you have selected will then be selectable from the Summary Matrix. Click on the dropdown when viewing a list or summary of {{LookupButtonl1}} button and select the Level 1 statuses to be excluded, then click OK. s Leave the section blank if all Level 1 statuses are to be included in the summary matrix[[Image:PickingASummary.png|link=]]