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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: | + | #REDIRECT [[:Level 1 Types]] |
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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|template]].
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− | * An [[External|external]] Internet available web page that can be used to create new Level 1 items.
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− | * A set of [[Custom Fields|custom fields]].
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− | ==Creating Level 1 Templates==
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− | You can create and modify Templates by clicking the '''Templates''' link on the '''Settings''' tab of your [[UTA]].
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− | [[Image:Uta43.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 [[Template|templates]] are added to the right of the page.
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− | [[Image:Uta44.png]]
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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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− | * '''Type''' - Allows you to select if this is a '''Standard''' template, or a [[Skills Matching Template]].
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− | * '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
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− | * '''Level 1 Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].
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− | * '''Level 2 Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.
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− | * '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.
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− | * '''Description''' - A narrative description of the [[Template|template]] (These don't manifest anywhere except on this page).
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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. (See [[Template / Type Formulas]])
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− | * '''Associated Forms''' - Forms from the [[SmartSimple]] Web Forms [[Application|application]] that you wish to associate with the [[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]]. Although the [[statuses]] are created globally, you are able to associate only the required [[statuses]] to each individual template.
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− | [[Image:Uta47.png]]
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− | ==See Also==
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− | * [[Statuses]]
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− | * [[Template / Type Formulas]]
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− | * [[Level 2 Types]]
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− | * [[Level 3 Types]]
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− | * [[Types]]
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− | [[Category:Universal Tracking Application]]
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