Changes

=UTA Standard Fields=[[Image:StandardFieldSettingsStandard Field]]s are found on the UTA Level 1, Level 2 and Level 3.PNGThese can be configured via the [[UTA Settings - Entity|Entity tab]]of the [[UTA Settings Page]].

===Adding a field===* Click On the right arrow next to [[UTA Settings - Entity|Entity tab]], click on the field name and the field name will be copied to link for "Standard Fields" in the label boxsection Level 1, Level 2 or Level 3 sections.* You can also type directly into the Label field and provide any field name you wish.The following page will be displayed ''(example shown is Level 1 standard fields)'':* All fields that have a name in the Label field have been added.{{StandardFieldEditPage}}

=Configuring Standard fields==Mandatory===* The Mandatory check box will make the field mandatory before the record can be saved.* This validation can be bypassed when saving the item as a draft by using the Save Draft button (if enabled)

===Read Only=Adding a field==* The Read Only check box restricts Click on the name of the standard field you wish to add.* Enter text into the "Caption" field from being changed by if displayed name is to be different than the default name.* Scroll to the userbottom and click the Save button. * The standard field can still will now be updated programmatically through displayed in your UTA, using the use of a template formulanomenclature you have defined.

===Instruction=Removing a field==* Entry into this text box is used to provide ''mouse over'' help Click on a the name of the standard fieldyou wish to delete. * Type the help in the instruction box Scroll to the right of bottom and click the label boxDelete button. When completing a form if the user hovers their mouse of * You will be prompted with "Are you sure to delete the current field the instruction will be displayedsettings?" Click "Yes" if you are sure.

==Generic Settings=[[Visibility Condition]]===* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.

See [[Visibility ConditionImage:StandardFieldSettingsPageArcadia.png|1000px|border]] for more information.

{{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.''  ===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.''  ===[[Role Field Permissions|Role - Field Permissions]]===These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field. ===[[Status Field Permissions|Status - Field Permissions]]===These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified. ===[[Type Field Permissions]]===These [[Type Field Permissions|settings]] allow you to 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 following 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, external users or both. ===Lookup Roles=== [[Image:ContactLookupRole.png]] Use 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.  [[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 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=== [[Image:OrgLookupScope.png|border]] Use the radio buttons to specify whether the list of organizations available from the standard field are restricted to internal organizations, external organizations or both. ===Default Lookup Category=== [[Image:DefaultLookupCategory.png]] Use the drop-down to specify what category should be preselected when you first click on the Look-up button and are presented with the screen to select the organization.  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]] ===Lookup 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 will determine the Category options that are displayed in the drop-down list within the Organization selection screen.  As such it is important that the list of available categories includes any Default Look-up Category that is selected. ===Introduction===Available for Level 1 and Level 2: Company/Account List Standard Field  Introductory text that will be shown on the Company/Account tab. This field processes variables, so instructions can be different for various roles etc. ==Invitation Standard Field Settings== The Invitation Standard Field has additional settings to cover functionality only available as part of the [[Contact Invitations]] feature. * Cancel Invitations - Field Permissions: Allow / Deny View Cancel Button options control the roles that can [[Contact_Invitations#Cancel_invitation|Cancel]] invitations. * Import Wizard - Field Permissions: Allow / Deny View Button options control the roles that can access the Invitation Import Wizard.  = Auto Assign= The Level one Owner and Customer Standard fields provide the option to Enable Auto Assign.  If the option is set against the Customer standard field then on save the field will be not be automatically populated with the Organization details of the current external user. If the option is set against the Owner standard field then on save the field will be not be automatically populated with the details of the current user. =See Also=* [[Visibility Condition]]* [[Edit Condition]]* [[UTA Settings - Entity]]  {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"| [[Image:Previous.png|link=Standard Level 1 Field List]]  [[Standard Level 1 Field List]]|       | [[Status Field Permissions]]  [[Image:Next.png|link=Status Field Permissions]] |}  [[Category:Universal Tracking Application]][[Category:UTA Settings]]