Difference between revisions of "Activating Level 3"

Revision as of 15:01, 17 July 2013

1. Click the Settings tab.

2. Click on the General tab.

The Application Configuration page is displayed.

3. Click the Enable Level 3 Activities check box.

4. Click the Save button.

• The Level 3 settings are exposed at the bottom of the page.
• The Level 3 tab is now being displayed on the application tab bar.

5. Scroll to the Level 3 Activity Settings.

You will use this section to set the standard fields for the Level 3 activity.

6. Scroll to the Terminology Settings.

As with Level 1 and 2, it is necessary to set the terminology for the Level 3 items. In this case, the word action will be used.

7. Set the Sub-Activity term to Action.

8. Set the Sub-Activities term to Actions.

9. Click any Save button.

10. Scroll to the Level 3 Activity Settings.

• The section has been renamed Action Settings.
• When you refresh the browser window the tab is now displayed as My Actions.

Once enable, Level 3 activities are configured in exactly the same manner as Level 2 activities.

See Also

• Level 3 Types

Restricting Level 2 Types to Specific Level 1 Templates

Setting Standard Fields for Level 3