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| − | ==Level 1 Templates==
| + | #REDIRECT [[:Level 1 Types]] |
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| − | Level 1 [[Template|templates]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics:
| + | {{DeprecatedPage}} |
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| − | * A unique Level 1 workflow, which will trigger whenever a new item using this template type is added.
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| − | * A unique Level 2 workflow, which will trigger whenever a new item using this template type is added.
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| − | * A set of forms that are to be associated with the Level 1 item.
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| − | * The list of statuses that you wish to associate with the specific template.
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| − | * An external Internet available web page that can be used to create new Level 1 items.
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| − | * A set of custom fields.
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| − | 1. Click the Settings tab.
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| − | 2. Click the Templates link.
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| − | [[Image:Uta43.png]]
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| − | The Templates page is displayed.
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| − | [[Image:Uta44.png]]
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| − | * '''Existing Templates''' are listed on the left of the page.
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| − | * '''Details of each template''' are displayed on the right of the page and new templates are added to the right of the page.
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| − | ==Template Settings==
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| − | Each template has the following settings:
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| − | * '''Name''' - Display name for the [[Template|template]].
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| − | * '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
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| − | * '''Contracts Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].
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| − | * '''Activities Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.
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| − | * '''Description''' - A narrative description of the [[Template|template]].
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| − | * '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved.
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| − | * '''Associated Forms''' - Forms from the [[SmartSimple]] [[Web Forms]] application that you wish to associate with the [[Template|template]].
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| − | ==Creating Contract Templates==
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| − | 1. Add the following four templates.
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| − | * '''Non-Disclosure Agreement'''
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| − | * '''Sales Contract - Purchase'''
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| − | * '''Sales Contract - Service'''
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| − | * '''Support Contract'''
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| − | The '''Template List''' will look as follows:
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| − | [[Image:Uta45.png]]
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| − | 2. Click on the Non-Disclosure Agreement.
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| − | [[Image:Uta46.png]]
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| − | You can now use the tabs displayed at the top right of the page to modify the [[Template|template]].
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| − | * '''New Status''' – Add a new status to the Level 1 status list.
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| − | * '''Edit Template''' – Edit the template name, associated [[Wrokflow|workflows]], and webforms attached to the template.
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| − | * '''Template Page''' – Create an [[External|external]] web page that can be used to create a new Level 1 item.
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| − | * '''Level 1 Custom Fields''' – Add and display the [[Custom Field|custom fields]] specific to this [[Template|template]].
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| − | ==Associating Templates with Statuses==
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| − | Not all Level 1 templates may require all the same statuses. So though the statuses are created globally, you only associate the required statuses to the specific template.
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| − | 1. For the '''Non-Disclosure Agreement''' set the '''Negotiation''' and '''Active''' statuses only.
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| − | [[Image:Uta47.png]]
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| − | 2. Click the '''Save''' button.
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| − | These two statuses will be available for this template.
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| − | 3. For the other templates set all the statuses.
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| − | ==Adding Level 1 Items==
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| − | You can now add contracts to the system.
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| − | 1. Click the '''Contracts''' tab.
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| − | The Contract List view is displayed.
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| − | [[Image:Uta48.png]]
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| − | The contracts that you add will be listed on this screen.
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| − | [[Category:Universal Tracking Application]][[Category:Applications]]
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This article is deprecated and the information contained within may no longer be correct.