Difference between revisions of "UTA Settings - General"

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:[[Image:UTASettingsTabsGeneralConfiguration.png|link=]]
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:[[Image:Uta_settings.png|link=]]
  
 
The General Settings page of the UTA consists of several sections.  
 
The General Settings page of the UTA consists of several sections.  
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==Terminology Settings==
 
==Terminology Settings==
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[[Image:GeneralSettingsPage-TerminologySettings.png|link=]]
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[[Image:UTA - General Settings 20170615.png|link=|border]]
  
 
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
 
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
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* '''Application ID''': A static listing of the [[Application ID]] of this {{UTA}}.
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* '''Language''': The language associated with the terminology settings. Multiple languages can be configured.
 
* '''Menu Name''': The application name that will display on the left navigation bar.
 
* '''Menu Name''': The application name that will display on the left navigation bar.
 
* '''Title Bar Name''': The name that will display at the top Title Bar when application is open.
 
* '''Title Bar Name''': The name that will display at the top Title Bar when application is open.
 
* '''Description''': Text that allows you to describe your application.
 
* '''Description''': Text that allows you to describe your application.
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* '''Template/Templates''': Nomenclature for singular and plural references to {{l1}}s.
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* '''Application''': Nomenclature for singular and plural references to {{l1}}s.
 
* '''Activity/Activities''': Nomenclature for singular and plural references to {{l2}}s.
 
* '''Activity/Activities''': Nomenclature for singular and plural references to {{l2}}s.
 
* '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s.
 
* '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s.
 
* '''Form/Forms''': Nomenclature for singular and plural references to Forms.
 
* '''Form/Forms''': Nomenclature for singular and plural references to Forms.
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* '''Skill/Skills''': Nomenclature for singular and plural references to skills. This option only appears when the [[Skill Settings]] is turned on within the UTA.  
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* '''Interest/Interests''': Nomenclature for singular and plural references to interests.  
  
  
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==Application Settings==
 
==Application Settings==
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[[Image:GeneralSettingsPage-ApplicationSettings.png|link==]]
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[[Image:General-application_settings.png|link=]]
  
 
* '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.
 
* '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.
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** '''Disable My Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Activities" in this UTA.
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** '''Enable Activity Creation on Contact Profile''' - Allows you to create a new activity from a contact profile, automatically associating that contact with the activity.
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** '''Enable Activity Tab on Organization Profile''' - Displays list of activities associated with the organization under their profile.
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** '''Enable Activity Tab on Contact Profile''' - Displays list of activities associated with the contact under their profile.
 
* '''Enable Level 3 Activities - Use to specify that activities have level 3 activities''' - Enables {{l3}}s to be used in this application. Once this option has been selected, the configuration options for {{l3}}s will be visible.
 
* '''Enable Level 3 Activities - Use to specify that activities have level 3 activities''' - Enables {{l3}}s to be used in this application. Once this option has been selected, the configuration options for {{l3}}s will be visible.
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* '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].
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** '''Disable Level 3 Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Level 3s" in this UTA.
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** '''Enable Level 3 Activity Creation on Contact Profile''' - Displays list of level 3 activities associated with the contact under their profile.
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* '''Enable Transactions - Add UTA transactions and attribute personal and organization transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].
 
* '''Enable Invoicing - Use Invoicing features in this application''' - Enables [[invoice]]s to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''
 
* '''Enable Invoicing - Use Invoicing features in this application''' - Enables [[invoice]]s to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''
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* '''Enable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application.  
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* '''Enable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application.
 
* '''Enable Auto Assignment - Assign people to entities at different level automatically''' - Enables [[Auto Assignments]] to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.
 
* '''Enable Auto Assignment - Assign people to entities at different level automatically''' - Enables [[Auto Assignments]] to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.
 
* '''Enable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.
 
* '''Enable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.
 
* '''Enable Content Management - Use Content Management features in this application''' -
 
* '''Enable Content Management - Use Content Management features in this application''' -
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* '''Enable Aggregration - Use this application as a repository for all other UTAs''' - Enabling this will turn the UTA into an aggregation UTA, allowing the definition of the association between equivalent fields in each UTA.  
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* '''Enable Group Tabs''' - Use this to group menu's for invoicing, transactions related tabs into a generic menu item at the top menu bar.
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* '''Auto Assignment Settings  - Settings for people assignment at different levels''' - Hyperlink appears when '''Enable Auto Assignment''' is checked. Used to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see [[Auto Assignments|Auto Assignments]] for further details).  
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* '''Enable File Search''' - Turns on File Search Feature. A '''Search Files''' tab appears on the UTA menu bar.
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* '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' - allows the posting of data to another system, outside of SmartSimple, and the storing of results into a custom field on the object against which the Workflow was triggered. See [[Web Services Overview|Web Services]] for additional information. 
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* '''Enable Grant Creation on Organization Profile''' - Allows users in selected roles to create a new grant from the organization automatically attaching them.
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<BR><BR>
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* '''Enable Grant Tab on Organization Profile''' - Displays list of grants associated with the organization under their profile.
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* '''Enable Grant Tab on Contact Profile''' - Displays list of grants associated with the contact under their profile.
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==Connectivity Settings==
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* '''Disable Organization Menu Tab''' - The '''Organizations''' tab will be removed from the menu bar.
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[[Image:GeneralSettingsPage-ConnectivitySettings.png|link==]]
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* '''Disable Contact Menu Tab''' - The '''Contacts''' tab will be removed from the menu bar.
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* '''Is Shadow Application - This application is linked to another application''' - Checking this box indicates that this UTA is a [[Creating and Enabling a Shadow Application|Shadow Application]], and will expose '''Shadow Application Settings''' section at the bottom of the page.  
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* '''Disable Report Menu Tab''' - The '''Reports''' tab will be removed from the menu bar.
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* '''Enable Data Exchange - Share application information with other instances of SmartSimple''' - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's [[UTA Data Exchange|Data Exchange]] functionality.  
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* '''Registration Pages''' - Takes you to the [[Universal Tracking Application – Registration Page Feature|configuration page to allow web registrations]].
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* '''Enable UTA Connection as Receiver - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Receiver]] for information held in another UTA, and will expose the '''UTA Connection Roles''' hyperlink.
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* '''BI Dashboard''' - See [[BI Dashboard]] for more information.
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* '''Enable UTA Connection as Provider - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider]] of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
 
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* '''UTA Connection Roles - Configure Grant connection roles''' - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
 
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* '''L1 Provider Connection Settings - Configure L1 Provider UTA connection settings''' - Used to link level 1s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.  
 
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* '''L2 Provider Connection Settings - Configure L2 Provider UTA connection settings''' - Used to link level 2s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
 
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* '''UTA Provider Level 1 List View from Provider - Create and manage list view for UTA provider level 1''' - configure the list view for how the Level 1 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA. 
 
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* '''UTA Provider Level 2 List View from Provider - Create and manage list view for UTA provider level 2''' - configure the list view for how the Level 2 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA. 
 
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* '''UTA Consumer Level 1 List View from Consumer - Create and manage list view for UTA consumer level 1''' - configure the list view for how the Level 1 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA. 
 
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* '''UTA Consumer Level 2 List View from Consumer - Create and manage list view for UTA consumer level 2''' - configure the list view for how the Level 2 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.    
 
  
 
==See Also==
 
==See Also==

Latest revision as of 08:21, 12 April 2023

Uta settings.png

The General Settings page of the UTA consists of several sections.

Terminology Settings

UTA - General Settings 20170615.png

Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.

  • Application ID: A static listing of the Application ID of this .
  • Language: The language associated with the terminology settings. Multiple languages can be configured.
  • Menu Name: The application name that will display on the left navigation bar.
  • Title Bar Name: The name that will display at the top Title Bar when application is open.
  • Description: Text that allows you to describe your application.
  • Application: Nomenclature for singular and plural references to Level 1s.
  • Activity/Activities: Nomenclature for singular and plural references to Level 2s.
  • Sub-Activity/Sub-Activities: Nomenclature for singular and plural references to Level 3s.
  • Form/Forms: Nomenclature for singular and plural references to Forms.
  • Interest/Interests: Nomenclature for singular and plural references to interests.


Changing the terminology in this section will change the captions of various settings and objects throughout the administration and user interfaces.

Application Settings

General-application settings.png

  • Enable Activities - Use to specify that grants have activities - Enables Level 2s to be used in this application. Once this option has been selected, the configuration options for Level 2s will be visible.
    • Disable My Activities Menu Tab - Hides Menu Bar Tab for "My Activities" in this UTA.
    • Enable Activity Creation on Contact Profile - Allows you to create a new activity from a contact profile, automatically associating that contact with the activity.
    • Enable Activity Tab on Organization Profile - Displays list of activities associated with the organization under their profile.
    • Enable Activity Tab on Contact Profile - Displays list of activities associated with the contact under their profile.
  • Enable Level 3 Activities - Use to specify that activities have level 3 activities - Enables Level 3s to be used in this application. Once this option has been selected, the configuration options for Level 3s will be visible.
    • Disable Level 3 Activities Menu Tab - Hides Menu Bar Tab for "My Level 3s" in this UTA.
    • Enable Level 3 Activity Creation on Contact Profile - Displays list of level 3 activities associated with the contact under their profile.
  • Enable Transactions - Add UTA transactions and attribute personal and organization transactions - Enables transactions to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the Transaction tab on the UTA Settings Page.
  • Enable Invoicing - Use Invoicing features in this application - Enables invoices to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the Invoice tab on the UTA Settings Page. Mutually exclusive with the Enable Professional Services option.
  • Enable Professional Services - Use Professional Services features in this application - Enables Professional Services to be used in this application.
  • Enable Auto Assignment - Assign people to entities at different level automatically - Enables Auto Assignments to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.
  • Enable Contact Skill Matching - Use Contact Skill Matching features in this application - Enables Skill Settings to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.
  • Enable Content Management - Use Content Management features in this application -
  • Enable Group Tabs - Use this to group menu's for invoicing, transactions related tabs into a generic menu item at the top menu bar.
  • Enable File Search - Turns on File Search Feature. A Search Files tab appears on the UTA menu bar.
  • Enable Grant Creation on Organization Profile - Allows users in selected roles to create a new grant from the organization automatically attaching them.
  • Enable Grant Tab on Organization Profile - Displays list of grants associated with the organization under their profile.
  • Enable Grant Tab on Contact Profile - Displays list of grants associated with the contact under their profile.
  • Disable Organization Menu Tab - The Organizations tab will be removed from the menu bar.
  • Disable Contact Menu Tab - The Contacts tab will be removed from the menu bar.
  • Disable Report Menu Tab - The Reports tab will be removed from the menu bar.
  • Registration Pages - Takes you to the configuration page to allow web registrations.
  • BI Dashboard - See BI Dashboard for more information.

See Also

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