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Form1

43 bytes added, 18:17, 1 October 2018
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Within the Types menu, click the “+” New Type button to create a new L2 Type. Within the “Name:” field input “Form 1". Click “Save”.
  <strong>Naming Convention</strong><br/> Ensure a naming convention is used on your <strong>Type</strong> fields. This will ensure consistency and will make it easier to find a specific Type when looking for it.
<strong>Permission & Availability</strong><br/> It is always a good idea to set the<strong> Available to ____ Types</strong> under the <strong>Permissions & Availability </strong>tab of the Form 1 Activities to allow the necessary L2 types to have access to the Form 1 Activities.
==Step 6: Map the new L3 type custom fields to the appropriate XML==
The Advanced Data Table (XML) must be created using the section builder within the “Line_Item_Creation” custom field. In order to do this, we must first navigate to the list of Level 2 “Types” and select “Form 1”.
[[File:Level 2 Field Import.txt|Level 2 Field Import]]
==Level 3 Fields Import Code==
<span style="font-family: Verdana, Arial, Helvetica, sans-serif;"> </span>
<span style="font-family: Verdana, Arial, Helvetica, sans-serif;"><br /> </span>
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