Difference between revisions of "Template:Level2StandardFieldList"

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The following standard fields are available at Level 2.  
 
The following standard fields are available at Level 2.  
  
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* '''Activity List''' - Displays list of activities on the Level 2.
+
{|
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* '''Activity Type''' - Displays the [[Level 2 Types]] in a combo box.
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|bgcolor=#D1D0CE|'''Field Name'''
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* '''Amount''' - An amount field.
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|bgcolor=#D1D0CE|'''Description'''
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* '''Assigned People''' - Displays a lookup button so internal people can be assigned to the item.
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|bgcolor=#D1D0CE|'''[[Variable_List#Level_2|Associated Variable]]'''
−
* '''Assigned Links''' - Displays links to the assigned people.  Clicking the link will display the contact details. '''Assigned people are always internal people'''.
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|-
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* '''Contact Links''' - Displays links to the contact people.  Clicking the link will display the contact details. '''Contact people are always external people'''.
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|'''Activity List'''
−
* '''Contact People''' - Displays a lookup button so external people can be assigned to the item.
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|Displays list of activities on the Level 2.
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* '''Description''' - Narrative description.
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|''not applicable''
−
* '''Duration''' - Duration in hours.
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|-
−
* '''End Date''' - Generally represents an end date or milestone.
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|bgcolor=#D1D0CE|'''Activity Type'''
−
* '''End Time''' - An end time for a short event.
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|bgcolor=#D1D0CE|Displays the [[Level 2 Types]] in a combo box.
−
* '''Follow-up Days''' - Specifies the number of day or hours '''after''' the activity that a message should be sent.  This field is displayed as a combo box.
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|bgcolor=#D1D0CE|@type@
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* '''Follow-up Sent''' - Indicates '''if the follow-up message has been sent'''.  This field is displayed as two options buttons (Yes = Sent, No = Not Sent yet).  If you use this field and change the setting to Yes before the message is due the message will not be sent.
+
|-
−
* '''Follow-up Type''' - Indicates if the message should be sent by quick message (internal to SmartSimple users) or email.  You can also specify which group of people should receive the message.  This field displays as a combo box.
+
|'''Amount'''
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* '''Location''' - Indicates a location for the Level 2 item.  If you prefix the caption that you give the field with an @ sign.  The caption will display a globe icon and the user can look up the location using their selected mapping service.  
+
|An amount field.
−
* '''Owner''' - Manager or person responsible for the Level 2 item.
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|@eamount@
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* '''Parent Name''' - The name of the associated Level 1 item.
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|-
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* '''Reminder Days''' - Specifies the number of day or hours '''before''' the activity that a message should be sent. This field is displayed as a combo box.
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|bgcolor=#D1D0CE|'''Assign Person'''
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* '''Reminder Sent''' - Indicates '''if the reminder message has been sent'''.  This field is displayed as two option buttons (Yes = Sent, No = Not Sent yet).  If you use this field and change the setting to Yes before the message is due the message will not be sent.
+
|bgcolor=#D1D0CE|Displays a lookup button so internal people can be assigned to the item. If you have the [UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records] setting switched onn, then on save the field will be automatically populated with the details of the current external user.
−
* '''Reminder Type''' - Indicates if the message should be sent by quick message (internal to SmartSimple users) or email.  You can also specify which group of people should receive the message.  This field displays as a combo box.
+
|bgcolor=#D1D0CE|@assigned@
−
* '''Start Date''' - Generally represents a start date.
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|-
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* '''Start Time''' - Start time of a short event.
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|'''Assigned Link'''
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* '''Status''' - The status of the Level 2 item.
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|Displays links to the assigned people.  Clicking the link will display the contact details. '''Assigned people are always internal people'''.
−
* '''Subject''' - A short one line narrative for the Level 2 item.
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|''not applicable''
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* '''Update By''' - The name of the user that last updated the Level 2 items.
+
|-
−
* '''Whole Day Event''' - Indicates if the event is a whole day event.
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|bgcolor=#D1D0CE|'''Contact Person'''
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* '''Last Modified''' - Returns the date and time the Level 2 item was last modified.
+
|bgcolor=#D1D0CE|Displays a lookup button so external people can be assigned to the item.
 +
|bgcolor=#D1D0CE|@contact@
 +
|-
 +
|'''Contacts Link'''
 +
|Displays links to the contact people.  Clicking the link will display the contact details. '''Contact people are always external people'''.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Created By'''
 +
|bgcolor=#D1D0CE|Stamp of user name that created the record.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Created Date'''
 +
|Stamp of the date and time that the record was created.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Description'''
 +
|bgcolor=#D1D0CE|Narrative description.
 +
|bgcolor=#D1D0CE|@description@
 +
|-
 +
|'''Duration'''
 +
|Duration in hours.
 +
|@span@
 +
|-
 +
|bgcolor=#D1D0CE|'''End Date'''
 +
|bgcolor=#D1D0CE|Generally represents an end date or milestone.
 +
|bgcolor=#D1D0CE|@enddate@
 +
|-
 +
|'''End Time'''
 +
|An end time for a short event.
 +
|@endhour@:@endminute@ @endampm@
 +
|-
 +
|bgcolor=#D1D0CE|'''Follow-up'''
 +
|bgcolor=#D1D0CE|Specifies the number of day or hours '''after''' the activity that a message should be sent.  This field is displayed as a combo box.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Follow-up Sent'''
 +
|Indicates '''if the follow-up message has been sent'''.  This field is displayed as two options buttons (Yes = Sent, No = Not Sent yet).  If you use this field and change the setting to Yes before the message is due the message will not be sent.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Follow-up Type'''
 +
|bgcolor=#D1D0CE|Indicates if the message should be sent by quick message (internal to SmartSimple users) or email.  You can also specify which group of people should receive the message.  This field displays as a combo box.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Last Modified'''
 +
|Shows date/time stamp of when record was last modified.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Location'''
 +
|bgcolor=#D1D0CE|Indicates a location for the Level 2 item.  If you prefix the caption that you give the field with an @ sign, the caption will display a globe icon and the user can look up the location using their selected mapping service.  
 +
|bgcolor=#D1D0CE|@location@
 +
|-
 +
|'''Owner'''
 +
|Manager or person responsible for the Level 2 item. If you have the [UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records] setting switched onn, then on save the field will be be automatically populated with the details of the current external user.
 +
|@owner@
 +
|-
 +
|bgcolor=#D1D0CE|'''Parent Name'''
 +
|bgcolor=#D1D0CE|The name of the associated Level 1 item.
 +
|bgcolor=#D1D0CE|@parent.name@
 +
|-
 +
|'''Reminder'''
 +
|Specifies the number of day or hours '''before''' the activity that a message should be sent. This field is displayed as a combo box.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Reminder Sent'''
 +
|bgcolor=#D1D0CE|Indicates '''if the reminder message has been sent'''.  This field is displayed as two option buttons (Yes = Sent, No = Not Sent yet).  If you use this field and change the setting to Yes before the message is due the message will not be sent.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Reminder Type'''
 +
|Indicates if the message should be sent by quick message (internal to SmartSimple users) or email.  You can also specify which group of people should receive the message.  This field displays as a combo box.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Start Date'''
 +
|bgcolor=#D1D0CE|Generally represents a start date.
 +
|bgcolor=#D1D0CE|@startdate@
 +
|-
 +
|'''Start Time'''
 +
|Start time of a short event.
 +
|@starthour@:@startminute@ @startampm@
 +
|-
 +
|bgcolor=#D1D0CE|'''Status'''
 +
|bgcolor=#D1D0CE|The [[status]] of the Level 2 item.
 +
|bgcolor=#D1D0CE|@status@
 +
|-
 +
|'''Subject'''
 +
|A short one line narrative for the Level 2 item.
 +
|@subject@
 +
|-
 +
|bgcolor=#D1D0CE|'''Updated By'''
 +
|bgcolor=#D1D0CE|The name of the user that last updated the Level 2 items.
 +
|bgcolor=#D1D0CE|@updatedbyname@
 +
|-
 +
|'''UTA Providers'''
 +
|Adds section to Level 2 items that allows for association of objects from other UTAs with this record. See [[Configuring UTA Provider/Receiver (Consumer) Relationships]] for further details.
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Whole Day Event'''
 +
|bgcolor=#D1D0CE|Indicates if the event is a whole day event.
 +
|bgcolor=#D1D0CE|@isallday@
 +
|-
 +
|'''Latitude'''
 +
|Displays latitude if [[Configuring_the_Level_2_Entity#Address_Mapping|Address Mapping]] configured against the Level 2.
 +
|@latitude@
 +
|-
 +
|bgcolor=#D1D0CE|'''Longitude'''
 +
|bgcolor=#D1D0CE|Displays longitude if [[Configuring_the_Level_2_Entity#Address_Mapping|Address Mapping]] configured against the Level 2.  
 +
|bgcolor=#D1D0CE|@longitude@
 +
|}

Latest revision as of 09:52, 12 April 2017

The following standard fields are available at Level 2.

Field Name Description Associated Variable
Activity List Displays list of activities on the Level 2. not applicable
Activity Type Displays the Level 2 Types in a combo box. @type@
Amount An amount field. @eamount@
Assign Person Displays a lookup button so internal people can be assigned to the item. If you have the [UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records] setting switched onn, then on save the field will be automatically populated with the details of the current external user. @assigned@
Assigned Link Displays links to the assigned people. Clicking the link will display the contact details. Assigned people are always internal people. not applicable
Contact Person Displays a lookup button so external people can be assigned to the item. @contact@
Contacts Link Displays links to the contact people. Clicking the link will display the contact details. Contact people are always external people. not applicable
Created By Stamp of user name that created the record. not applicable
Created Date Stamp of the date and time that the record was created. not applicable
Description Narrative description. @description@
Duration Duration in hours. @span@
End Date Generally represents an end date or milestone. @enddate@
End Time An end time for a short event. @endhour@:@endminute@ @endampm@
Follow-up Specifies the number of day or hours after the activity that a message should be sent. This field is displayed as a combo box. not applicable
Follow-up Sent Indicates if the follow-up message has been sent. This field is displayed as two options buttons (Yes = Sent, No = Not Sent yet). If you use this field and change the setting to Yes before the message is due the message will not be sent. not applicable
Follow-up Type Indicates if the message should be sent by quick message (internal to SmartSimple users) or email. You can also specify which group of people should receive the message. This field displays as a combo box. not applicable
Last Modified Shows date/time stamp of when record was last modified. not applicable
Location Indicates a location for the Level 2 item. If you prefix the caption that you give the field with an @ sign, the caption will display a globe icon and the user can look up the location using their selected mapping service. @location@
Owner Enable Auto Assign Creator to this field on New Records] setting switched onn, then on save the field will be be automatically populated with the details of the current external user. @owner@
Parent Name The name of the associated Level 1 item. @parent.name@
Reminder Specifies the number of day or hours before the activity that a message should be sent. This field is displayed as a combo box. not applicable
Reminder Sent Indicates if the reminder message has been sent. This field is displayed as two option buttons (Yes = Sent, No = Not Sent yet). If you use this field and change the setting to Yes before the message is due the message will not be sent. not applicable
Reminder Type Indicates if the message should be sent by quick message (internal to SmartSimple users) or email. You can also specify which group of people should receive the message. This field displays as a combo box. not applicable
Start Date Generally represents a start date. @startdate@
Start Time Start time of a short event. @starthour@:@startminute@ @startampm@
Status The status of the Level 2 item. @status@
Subject A short one line narrative for the Level 2 item. @subject@
Updated By The name of the user that last updated the Level 2 items. @updatedbyname@
UTA Providers Adds section to Level 2 items that allows for association of objects from other UTAs with this record. See Configuring UTA Provider/Receiver (Consumer) Relationships for further details. not applicable
Whole Day Event Indicates if the event is a whole day event. @isallday@
Latitude Displays latitude if Address Mapping configured against the Level 2. @latitude@
Longitude Displays longitude if Address Mapping configured against the Level 2. @longitude@
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