Difference between revisions of "Organization Assignment Role Settings"
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| − | + | '''Assignment Roles''' are set as a property of the '''Organizations''' [[standard field]]. | |
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| − | ''Assignment Roles'' are set as a property of the ''Organizations'' [[standard field]]. | ||
The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]]. | The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]]. | ||
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==Configuration== | ==Configuration== | ||
| + | To set the ''Assignment Roles'': | ||
| − | + | # Click the '''Settings''' tab on the {{UTA}} menu bar. | |
| − | # Click the ''Settings'' tab on the {{UTA}} menu bar. | ||
# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain. | # Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain. | ||
| − | # Click on the hyperlink for ''Standard Fields''. | + | # Click on the hyperlink for '''Standard Fields'''. |
| − | # Click on the hyperlink '' | + | # Click on the hyperlink '''Customer''' in the list of standard fields. |
| − | # | + | # In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact. |
| − | + | # Click the '''Save''' button for the ''Organizations'' standard field. | |
| − | # Click the ''Save'' button for the ''Organizations'' standard field. | ||
Revision as of 09:57, 30 July 2024
Assignment Roles are set as a property of the Organizations standard field.
The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.
Configuration
To set the Assignment Roles:
- Click the Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Customer in the list of standard fields.
- In the Lookup Filter select the Scope, Lookup Categories and Status which will be available in the assigning a contact.
- Click the Save button for the Organizations standard field.
