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[[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]].
*On the [[UTA Settings - Entity|Entity tab]], click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
*The following page will be displayed ''(example shown is Level 1 standard fields)'':
{{StandardFieldEditPage}}
=Organization / Contact Standard Fields=
===[[Category Type - Field Availability]]===
These settings allow you to control by the [[Client Categories|category]] of the organization record whether or not the field can be viewed. Only available against organization specific fields.
===[[Role Type - Field Availability]]===
These settings allow you to control by the [[User Role|role]] of the user record whether or not the field can be viewed. Only available against user specific fields.
→Introduction
=UTA Standard Fields=
[[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]].
===[[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 3: Assigned Person Standard Field
* Level 3: Contact Person Standard Field
===Lookup Scope===
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===
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===
===Introduction===
Available for Level 1 and Level 2: Contact , Invitations, Organizations, Activity List , UTA Providers UTA Providers (L2) and Transactions Standard FieldFields
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:DefaultLookupCategory2.png]]
===Lookup Category===
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.
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=