Difference between revisions of "Standard Level 1 Field List"

From SmartWiki
Jump to: navigation, search
 
(47 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
The following standard fields are available at {{l1}}. The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.
+
The following [[standard fields]] are available at {{l1}}:<!-- The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.-->
  
−
* '''Accounts''' - Provides the ability to add multiple accounts to the {{l1}} item. This field is used when you need to associate multiple organisations with a single {{l1}} item. Each account will be associated with the {{l1}} item through the company [[Role|role]].
+
{|
−
* '''Activity List''' - The list of {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item page. This field is always required if your [[Application|application]] has {{l2}} items.
+
|-
−
* '''Application Name''' - A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.
+
| bgcolor="#D1D0CE"|'''Field Name'''
−
* '''Application Template Type''' - A combo box displaying all the {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of {{l1}} item.
+
| bgcolor="#D1D0CE"|'''Description'''
−
* '''Branch''' - Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo box. If you want to associate a {{l1}} item with specific internal locations use this field.
+
| bgcolor="#D1D0CE"|'''[[Variable_List#Level_1|Associated Variable]]'''
−
::* ''See Also: [[Internal Branch Filter]]''
+
|-
−
* '''Close Date''' - Milestone date. You can use this for any date you need by setting the caption.
+
||'''Accounts'''
−
* '''Contacts''' - The ability to add multiple contacts to the {{l1}} item. This field is used when you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with the {{l1}} item through the contact assignment [[Role|role]].
+
||Provides the ability to add multiple accounts to the {{l1}} item. This field is used when you need to associate multiple organizations with a single {{l1}} item. Each account will be associated with the {{l1}} item through the company [[Role|role]].
−
* '''Currency''' - Used in conjunction with amount field to control currency conversion.
+
||''not applicable''
−
* '''Customer''' - A company lookup field to link the {{l1}} item to one specific company.
+
|-
−
* '''Description''' - Narrative description text box.
+
| bgcolor="#D1D0CE"|'''Activity List'''
−
* '''End Date''' - Milestone date – initially set to current date.
+
| bgcolor="#D1D0CE"|The list of {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item page. This field is always required if your [[Application|application]] has {{l2}} items.
−
* '''End Time''' - Milestone time – initially set to current time.
+
| bgcolor="#D1D0CE"|''not applicable''
−
* '''Folders''' - Provides the ability to link the {{l1}} item to a [[Smart Folder]].
+
|-
−
* '''Modified Date''' - Date that the {{l1}} item was last modified.
+
||'''Application Name'''
−
* '''Owner''' - Initially a link to [[User|user]] that entered the {{l1}} item.
+
||A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.
−
::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.''
+
||@name@
−
::''* If you have enabled the '''Filter Owner Based on Organization''' setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.  
+
|-
−
* '''Person''' - Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.
+
| bgcolor="#D1D0CE"|'''Application Template Type'''
−
* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ({{l1}} item).
+
| bgcolor="#D1D0CE"|A combo box displaying all the {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of {{l1}} item.
−
* '''Requirement''' - Narrative description text box.
+
| bgcolor="#D1D0CE"|@type@
−
* '''Revenue''' - Associates a monetary amount with the [[{{l1}} Entity]].
+
|-
−
* '''Start Date''' - Milestone date – initially set to current date.
+
||'''Branch'''
−
* '''Start Time''' - Milestone time – initially set to current time.
+
||Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]]. If you want to associate a {{l1}} item with specific internal locations use this field. By default it is set to use a combo box, but can be configured to work as a [[Enable Branch Lookup|lookup]].
−
* '''Status''' - Status setting for the {{l1}} item.
+
||@branch@
−
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
+
|-
 +
| colspan="3"|''See Also: [[Internal Branch Filter]]; [[Enable Branch Lookup]]''
 +
|-
 +
| bgcolor="#D1D0CE"|'''Close Date'''
 +
| bgcolor="#D1D0CE"|Milestone date. You can use this for any date you need by setting the caption.
 +
| bgcolor="#D1D0CE"|@closedate@
 +
|-
 +
||'''Contacts'''
 +
||The ability to add multiple contacts to the {{l1}} item. This field is used when you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with the {{l1}} item through the contact assignment [[Role|role]].
 +
||''not applicable''
 +
 
 +
|-
 +
| bgcolor="#D1D0CE"|'''Created By'''
 +
| bgcolor="#D1D0CE"|Stamp of user name that created the record.
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|-
 +
||'''Created Date'''
 +
||Stamp of the date and time that the record was created.
 +
||@createddate@
 +
|-
 +
| bgcolor="#D1D0CE"|'''Currency'''
 +
| bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field to control currency conversion. See [[Currency Standard Field]].
 +
| bgcolor="#D1D0CE"|@currencyname@/@currencycode@
 +
|-
 +
||'''Currency Exchange'''
 +
||See above.
 +
||@excurrencyname@/@excurrencycode@/@exrate@
 +
|-
 +
| bgcolor="#D1D0CE"|'''Customer'''
 +
| bgcolor="#D1D0CE"|A company lookup field to link the {{l1}} item to one specific company. This standard field will accept up to 255 characters.
 +
If you have the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Company to this field on New Records]] setting switched off, then on save the field will be not be automatically populated with the Organization details of the current external user.
 +
|bgcolor=#D1D0CE|@client@
 +
|-
 +
||'''Description'''
 +
||Narrative description text box.
 +
||@description@
 +
|-
 +
| bgcolor="#D1D0CE"|'''End Date'''
 +
| bgcolor="#D1D0CE"|Milestone date – initially set to current date.
 +
| bgcolor="#D1D0CE"|@enddate@
 +
|-
 +
||'''End Time'''
 +
||Milestone time – initially set to current time.
 +
||@hour(fullenddate)@:@minute(fullenddate)@
 +
|-
 +
| bgcolor="#D1D0CE"|'''Folders'''
 +
| bgcolor="#D1D0CE"|Provides the ability to link the {{l1}} item to a [[Smart Folder]].
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|-
 +
||'''Modified By'''
 +
||User that last modified the {{l1}} item.
 +
||@modifiedby@ - returns user name<br />@modifiedbyid@ - returns user id
 +
|-
 +
| bgcolor="#D1D0CE"|'''Modified Date'''
 +
| bgcolor="#D1D0CE"|Date that the {{l1}} item was last modified.
 +
| bgcolor="#D1D0CE"|@modifieddate@
 +
|-
 +
||'''Owner'''
 +
||Initially a link to [[User|user]] that entered the {{l1}} item.
 +
||@owner@
 +
|-
 +
| colspan="3"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity|Entity tab of the UTA Settings Page]], this field will allow an [[External|external]] contact to be designated as the owner of the item.''
 +
|-
 +
| colspan="3"|''If you have enabled the [[Filter Owner Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.
 +
|-
 +
| colspan="3"|''If you have enabled the [[Filter Owner Based on Branch]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} branch field.
 +
|-
 +
| colspan="3"|''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with the details of the current user.
 +
|-
 +
| bgcolor="#D1D0CE"|'''Person'''
 +
| bgcolor="#D1D0CE"|Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.
 +
| bgcolor="#D1D0CE"|@person@
 +
|-
 +
| colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Person Based on Customer|Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.''
 +
|-
 +
| colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Person Based on Branch]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} branch.''
 +
|-
 +
| colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with the details of the current user.
 +
|-
 +
||'''Probability'''
 +
||This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ({{l1}} item).
 +
||@probability@
 +
|-
 +
| bgcolor="#D1D0CE"|'''Requirement'''
 +
| bgcolor="#D1D0CE"|Narrative description text box.
 +
| bgcolor="#D1D0CE"|@requirements@
 +
|-
 +
||'''Revenue'''
 +
||Associates a monetary amount with the {{l1}} [[entity]].
 +
||@revenue@
 +
|-
 +
| colspan="3"|''The @revenue@ variable returns the stored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@.''
 +
|-
 +
| bgcolor="#D1D0CE"|'''Start Date'''
 +
| bgcolor="#D1D0CE"|Milestone date – initially set to current date.
 +
| bgcolor="#D1D0CE"|@startdate@
 +
|-
 +
||'''Start Time'''
 +
||Milestone time – initially set to current time.
 +
||@hour(fullstartdate)@:@minute(fullstartdate)@
 +
|-
 +
| bgcolor="#D1D0CE"|'''Status'''
 +
| bgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} item.
 +
| bgcolor="#D1D0CE"|@status@
 +
|-
 +
||'''Status Indicator'''
 +
||Enables the [[Status Indicator]] field.
 +
||''not applicable''
 +
|-
 +
| bgcolor="#D1D0CE"|'''Transactions'''
 +
| bgcolor="#D1D0CE"|See [[Transactions]].
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|-
 +
||'''UTA Consumers'''
 +
||
 +
||''not applicable''
 +
|-
 +
| bgcolor="#D1D0CE"|'''UTA Consumers (L2)'''
 +
| bgcolor="#D1D0CE"| 
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|-
 +
||'''UTA Providers'''
 +
||
 +
||''not applicable''
 +
|-
 +
| bgcolor="#D1D0CE"|'''UTA Providers (L2)'''
 +
| bgcolor="#D1D0CE"| 
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|-
 +
||'''Workflow'''
 +
||Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
 +
||''not applicable''
 +
|-
 +
| bgcolor="#D1D0CE"|'''Invitations'''
 +
| bgcolor="#D1D0CE"|Enable the [[Contact_Invitations|Invitation]] feature on the {{l1}} item.
 +
| bgcolor="#D1D0CE"|''not applicable''
 +
|}
  
 
==See Also==
 
==See Also==
−
* [[UTA Standard Field Settings]]
+
* [[Standard Level 2 Field List|List of Level 2 Standard Fields]]
 +
 
 +
 
 +
 
 +
{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"
 +
|-
 +
||[[Image:Previous.png|link=Adding Standard and Custom Fields to Level 1]] &nbsp;[[Adding Standard and Custom Fields to Level 1]]
 +
||&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
 +
||[[UTA Standard Field Settings]] &nbsp;[[Image:Next.png|link=UTA Standard Field Settings]]
 +
|}
  
−
[[Category:Universal Tracking Application]]
+
[[Category:Universal Tracking Application]][[Category:Standard Fields]]

Latest revision as of 11:39, 12 June 2018

The following standard fields are available at Level 1:

Field Name Description Associated Variable
Accounts Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organizations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role. not applicable
Activity List The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your application has Level 2 items. not applicable
Application Name A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item. @name@
Application Template Type A combo box displaying all the Level 1 templates that you define. You will always use this field if you have more than one type of Level 1 item. @type@
Branch Links the Level 1 item to the internal company hierarchy. If you want to associate a Level 1 item with specific internal locations use this field. By default it is set to use a combo box, but can be configured to work as a lookup. @branch@
See Also: Internal Branch Filter; Enable Branch Lookup
Close Date Milestone date. You can use this for any date you need by setting the caption. @closedate@
Contacts The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple contacts with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment role. not applicable
Created By Stamp of user name that created the record. not applicable
Created Date Stamp of the date and time that the record was created. @createddate@
Currency Used in conjunction with Currency Exchange field to control currency conversion. See Currency Standard Field. @currencyname@/@currencycode@
Currency Exchange See above. @excurrencyname@/@excurrencycode@/@exrate@
Customer A company lookup field to link the Level 1 item to one specific company. This standard field will accept up to 255 characters.

If you have the Enable Auto Assign Company to this field on New Records setting switched off, then on save the field will be not be automatically populated with the Organization details of the current external user.

@client@
Description Narrative description text box. @description@
End Date Milestone date – initially set to current date. @enddate@
End Time Milestone time – initially set to current time. @hour(fullenddate)@:@minute(fullenddate)@
Folders Provides the ability to link the Level 1 item to a Smart Folder. not applicable
Modified By User that last modified the Level 1 item. @modifiedby@ - returns user name
@modifiedbyid@ - returns user id
Modified Date Date that the Level 1 item was last modified. @modifieddate@
Owner Initially a link to user that entered the Level 1 item. @owner@
If you have enabled the setting "Enable External Owners" on the Entity tab of the UTA Settings Page, this field will allow an external contact to be designated as the owner of the item.
If you have enabled the Filter Owner Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
If you have enabled the Filter Owner Based on Branch setting, this selection for this field will be restricted to those contacts that reside under the Level 1 branch field.
If you have enabled the Enable Auto Assign Creator to this field on New Records setting, then on save the field will be not be automatically populated with the details of the current user.
Person Similar to the Owner field, can be used to associate a Level 1 item with an external or internal contact. @person@
If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
If you have enabled the Filter Person Based on Branch setting, this selection for this field will be restricted to those contacts that reside under the Level 1 branch.
If you have enabled the Enable Auto Assign Creator to this field on New Records setting, then on save the field will be not be automatically populated with the details of the current user.
Probability This field is only required when building a custom Sales Tracking application and you wish to track the probability of winning an opportunity (Level 1 item). @probability@
Requirement Narrative description text box. @requirements@
Revenue Associates a monetary amount with the Level 1 entity. @revenue@
The @revenue@ variable returns the stored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@.
Start Date Milestone date – initially set to current date. @startdate@
Start Time Milestone time – initially set to current time. @hour(fullstartdate)@:@minute(fullstartdate)@
Status Status setting for the Level 1 item. @status@
Status Indicator Enables the Status Indicator field. not applicable
Transactions See Transactions. not applicable
UTA Consumers not applicable
UTA Consumers (L2)   not applicable
UTA Providers not applicable
UTA Providers (L2)   not applicable
Workflow Provides ability to attach a workflow to the Level 1 item. not applicable
Invitations Enable the Invitation feature on the Level 1 item. not applicable

See Also


Previous.png  Adding Standard and Custom Fields to Level 1        UTA Standard Field Settings  Next.png
Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Standard_Level_1_Field_List&oldid=32132’