Changes

The following describes the settings for the [[Standard Field]]s are found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].

 =Configuring Standard fields= ==Adding a field===* In the left hand list of standard fields, click Click on the name of the standard field you wish to add.* In the right hand standard field detail frame, enter Enter text into the "Caption" fieldif displayed name is to be different than the default name.* Scroll to the bottom of the right hand frame and click the Save button.

===Removing a field===* In the left hand list of standard fields, click Click on the name of the standard field you wish to delete.* Scroll to the bottom of the right hand frame and click the Delete button.

 ==Generic Settings== [[Image:StandardFieldSettingsPageArcadia.png|1000px|border]]

{{StandardFieldSettings}}  ==Permissions & Availability== ===Visibility Condition===*Whether or not the Standard Field is visible can be controlled using conditional statements in this box. :*''See [[Visibility Condition]] for more information.''  ===LanguageEdit Condition===* When a new language Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box. :*''See [[Edit Condition]] for more information.''  ===[[Role Field Permissions|Role - Field Permissions]]===These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is selected, allowed to view and/or modify the field. ===[[Status Field Permissions|Status - Field Permissions]]===These [[Status Field Permissions|settings]] allow you will have to control by the [[Status]] of the record whether or not the option field can be viewed and/or modified. ===[[Type Field Permissions]]===These [[Type Field Permissions|settings]] allow you to enter new values control by the [[Level 1 Template|template]] or [[type]] of the record whether or not the field can be viewed.  ==People Standard Field Settings== The People Standard Field Settings are available for each standard field that relates to individuals in a UTA. This includes the Captionfollowing standard fields: * Level 1: Owner Standard field* Level 1: Person Standard Field* Level 1: Contacts Standard Field* Level 2: Owner Standard field* Level 2: Assign Person Standard Field* Level 3: Contact Person Standard Field* Level 2: Contact List Standard Field* Level 3: Owner Standard field* Level 3: Assigned Person Standard Field* Level 3: Contact Person Standard Field ===Lookup Scope=== [[Image:ContactLookupScope.png]] Use the radio buttons to specify whether the list of users available from the standard field are restricted to internal users, Tool Tip and Validation Messagesexternal users or both. ===Lookup Roles=== [[Image:StandardFieldLanguageContactLookupRole.png|link=|400px]]* See AlsoUse the Look-up button to define which UTA roles are available from the standard field in a given UTA. If this is left blank then all roles will be available.  This setting will also work in tandem with the Look-up Scope settings, returning only internal or external users assigned to this role depending on how the Look-up scope is configured. ===Filter Lookup Results=== '''NOTE: ''' This feature is only available against the level one People Standard fields.  [[Custom Image:ContactFilterBy.png]] Checking this box means the contacts that can be selected in the standard field are restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1. ===Introduction===Available for Level 1 and Level 2: Contact, Invitations, Organizations, Activity List, UTA Providers UTA Providers (L2) and Transactions Standard Fields  Introductory text that will be shown on the Contacts tab. This field processes variables, so instructions can be different for various roles etc. ==Organization Standard Field Language Settings]]== The Organization Standard Field Settings are available for each standard field that relates to organizations or companies in a UTA.This includes the following standard fields: * Level 1: Branch Standard field* Level 1: Customer Standard Field* Level 1: Company (Account) List Standard Field* Level 2: Company (Account) List Standard Field ===Lookup Scope===

===Caption===* All fields with a name in this field have been enabled[[Image:OrgLookupScope.png|border]]

===Read Only===* The Read Only check box prevents Use the value in radio buttons to specify whether the field list of organizations available from being changed by the user. * The standard field can still be updated programmatically through the use of [[Template / Type Formula]]s are restricted to internal organizations, external organizations or [[Custom Field Type: Special – Browser Script|Browser Scripts]]both.

===Track ChangesDefault Lookup Category===* The Track Changes check box enables tracking of any changes made to the standard field.::* ''Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name.''::* ''Users that have been given the relevant [[Manager Permissions|Manager Permission]] will be able to view the field history.''

===Mandatory===* The Mandatory check box will ensure that a value has been input into the field before the record can be saved.* This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record. ::* ''See [[StatusesImage:DefaultLookupCategory.png]] for details.''

===Tool Tip===* Allows Use the drop-down to specify what category should be preselected when you to define "mousefirst click on the Look-over" help text.* When up button and are presented with the user hovers their mouse pointer over the caption, the text in screen to select the Tool Tip section will appear.* See [[Tool Tip]] for additional detailorganization.

In the example above the category is set to Funding Organizations. When I click on Look-up button and access the selection screen the category drop-down should be preselected with the Funding Organizations option, and there may also a list of companies assigned to this category . [[Image:DefaultLookupCategory2.png]] ===Validation MessageLookup Category===* [[Image:OrgLookupCategory.png]] Use the Look-up button to define which categories are available from the standard field in a given UTA.  If this is left blank then all categories will be available, including Organizations with no category. Setting any categories here will remove the option for no category, even if all categories are selected. This box will determine the Category options that are displayed in the drop-down list within the Organization selection screen.  As such it is used to control important that the message list of available categories includes any Default Look-up Category that is displayed when selected. ===Introduction===Available for Level 1 and Level 2: Company/Account List Standard Field  Introductory text that will be shown on the user does not complete a '''Mandatory''' Company/Account tab. This field and attempts processes variables, so instructions can be different for various roles etc. ==Invitation Standard Field Settings== The Invitation Standard Field has additional settings to save cover functionality only available as part of the record[[Contact Invitations]] feature. * Cancel Invitations - Field Permissions::* ''See Allow / Deny View Cancel Button options control the roles that can [[Validation MessageContact_Invitations#Cancel_invitation|Cancel]] for more informationinvitations. * Import Wizard - Field Permissions: Allow / Deny View Button options control the roles that can access the Invitation Import Wizard.''

=Auto Assign==Edit Condition===* Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.::* ''See [[Edit Condition]] for more information.''

These [[Role Field Permissions|fields]] allow you to control by [[Role]] who If the option is allowed to view and/or modify set against the Customer standard fieldthen on save the field will be not be automatically populated with the Organization details of the current external user.

==[[Status Field Permissions|Status - Field Permissions]]==These [[Status Field Permissions|fields]] allow you to control by If the [[Status]] of option is set against the record whether or not Owner standard field then on save the field can will be not be viewed and/or modifiedautomatically populated with the details of the current user.

==See Also==