Changes

'''Types''' provide a method of delineating between different types varieties of [[Level 2 1 Types|Level 21]] and , [[Level 3 2 Types|Level 32]] items.:---> ''Types at Level 2 and Level 3 are the equivalent of [[Level 1 Templates3 Types|TemplatesLevel 3]] at Level 1 records.''

'''NOTENote: Level 3 Types are configured the same manner as Level 2 Types. Any differences are noted below.'''

==Links to Related Configuration PagesCreating and Editing Types==The Type You can configure Types via the '''Types''' link on the [[UTA Settings Page|Settings page has ]] of your [[UTA]].To navigate there: # Navigate to your [[UTA]].# Select the [[UTA Settings Page|Configuration Settings Button]], signified by the gear icon.# For [[Level 1 types]], select the second tab from the following links left. For [[Level 2 types]], select the third tab from the left, and so on.# Select the '''Types''' link to other configuration pages:<br />view the types that have been created for this level entity.<br />[[Image:TypeButtonsTypes Link.png|link=|250px]]* Here, you will see a list of all types that have been created for this level entity. To edit or copy an existing type, simply select the '''Edit'''Template Pageicon, signified by the pencil icon, beside the type. To copy a type, click the '''Save As''' button, enter the '''Name''', '''Caption''' and '''Display Order''' of the new type, and press '''Save''' - See [[Template Page]] for information.* To create a new type, simply select the '''Status TriggerNew Type''' - See [[Cascading Status Changes]] page for informationbutton, signified by the plus (+) sign.[[Image:EditTypePagePt1Types List.png|thumb|500px|Top of Level 2 Type Edit Page800px]] 

 * '''Status Type ID''' - This is the unique identifier for this Type. See [[Typeid|Type ID]] for further information.* '''Language''' - Allows you to create a language-specific display name for the Type.

* '''Tab Label''' (Level 2 only) - Allows you to define a name for the tab if '''Display as Tab''' is selected. See [[Display as Tab]] article for details.

:*:* '''Note:''' if you select more than one type to be the default this will not function.* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of activities at the bottom of their parent record. See [[Display as Tab]] article for details.

* '''Calendar Enhanced Quick Entry Status''' - Select the Level 2 [[Status]]es in which records of this Type that will be displayed on when creating level 2s via Quick Entry. Only available when the [[CalendarsEnhanced Quick Entry|Show Enhanced Quick Entry Tab]].* '''Enabled option is activated on Level 1 Templates''' - Currently only available against level 2 tasksthe main settings page. Allows you to define If no statuses are defined then it will use the statuses defined in the level 1 templates that Available Status for the current specific level 2 type is associated with. [[Image:EditTypePagePt2.png|thumb|500px|Middle Section of If no statuses are defined there, then the Quick Entry will show all Level 2 Type Edit Page]]* '''Disabled Transaction Types''' - See [[Attaching_Transactions_to_a_UTA_Level_1_Record#Restricting Transaction Types by Template|Disabled Transaction Types]] for detailed instructionsstatuses.* '''[[Template / Type Formula|Level 2/Level 3 Formula]]Calendar Status''' - A set of expressions used to calculate values when Select the Level 2 or Level 3 item is saved. Similar to the [[Template / Type Formula|Level 1 TemplateStatus]] formula. ''(See es in which records of this Type will be displayed on [[Template / Type FormulaCalendars]]). The option ''* None'''Reminder Settings''' (Level 2 only) - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields can be selected, in your [[Level 2 Entity]]which case this Type will not be displayed on any Calendar.* '''Follow Up SettingsEnabled on Level 1 Templates''' (Level 2 only) - The subject and content of the '''Follow up''' message. These fields are Currently only applicable if you have included follow up standard fields in your [[Level available against level 2 Entity]]tasks.* '''Restrict Contact Assignment by Contact''' (Level 2 only) - Allows you to restrict contact assignment for this Level 2 Type to named contacts. ::''For example, if define the Level 2 Type is "Dissertation Review", and if there are 2 people in your company level 1 templates that look after all dissertation reviews you would specify them here by name so that only they could be assigned to the current level 2 records of this type''is associated with.* '''Restrict Contact Assignment by RoleAvailable to Level 2 Types''' (Level 2 - Currently only) - available against level 3 tasks. Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type. ::''For example, if the Level level 2 Type is "Legal Contract", you may wish to specify types that only contacts with the role of "Lawyer" can be assigned to records of this current level 3 typeis associated with.''

----* '''Available Associated Parent Settings - Source''' - Currently only available against level 3 tasks. Provides ability to select between 2 level two entities in the same UTA or in related provider UTAs. Used in conjunction with the [[Standard Level 3 Field List|Associated Parent]] standard field.* '''Associated Parent Settings - Level 2 TypesActivity Status''' - Currently only available against level 3 tasks. Allows you to define selection of the level 2 types that statuses, based on the selected source, with the selected statuses controlling what is displayed in the current [[Standard Level 3 Field List|Associated Parent]] standard field.* '''Associated Parent Settings - Level 2 Activity Type''' - Currently only available against level 3 type tasks. Allows selection of the level 2 types, based on the selected source, with the selected types controlling what is associated withdisplayed in the [[Standard Level 3 Field List|Associated Parent]] standard field.

==Reminder & Follow-up Settings=---[[Image:EditTypePagePt2.png|thumb|right|link=|500px|Middle Section of Level 2 Type Edit Page]]

* '''Disabled Transaction Types''' - See [[Image:Reminder_n_follow_upAttaching_Transactions_to_a_UTA_Level_1_Record#Restricting Transaction Types by Template|Disabled Transaction Types]] for detailed instructions.* '''[[Template / Type Formula|Level 2/Level 3 Formula]]''' - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to the [[Template / Type Formula|Level 1 Template]] formula.jpg''(See [[Template / Type Formula]])''* '''ID Used''' - Used in concert with Level 2/Level 3 Formula above. Only the custom fields with [[custom field IDs|field IDs]] entered into this section will be taken into account when running a Template/Type Formula. If this section is left blank, template formulas will run, but performance may be impacted.* '''Reminder Settings''' (Level 2 only) - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].** By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner.** If there is an '''owner standard field''' enabled, then the owner will be selected when creating reminders or follow-ups.* '''Follow Up Settings''' (Level 2 only) - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your [[Level 2 Entity]].

* By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner--[[Image:EditTypePagePt3.png|thumb|right|link=|500px|Bottom Section of Level 2 Type Edit Page]]{{RestrictContactAssignment}}

See also [[Image:Reminder_n_follow_up_2.JPGRestrict Contact Assignment]].* If there is an '''owner standard fieldScheduling Prerequisite''' enabled, then the owner will be selected when creating reminders or follow-ups.

:*:''For example, if you have a Custom Field on a Level 2 Type with Display order of 15, it would appear between the global Level 2 custom fields with display orders of 10 and 20.''*

** [[Restricting Level 2 Types to Specific Level 1 Templates]]** [[Template / Type Formula]]** [[List View]]