Difference between revisions of "Standard Level 3 Field List"

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Line 59: Line 59:
 
||@location@
 
||@location@
 
|-
 
|-
|'''Owner'''
+
|bgcolor=#D1D0CE|'''Owner'''
|Manager or person responsible for the Level 2 item.
+
|bgcolor=#D1D0CE|Manager or person responsible for the Level 2 item.
|@owner@
+
|bgcolor=#D1D0CE|@owner@
 
|-
 
|-
|bgcolor=#D1D0CE|'''Parent Name'''
+
||'''Parent Subject'''
|bgcolor=#D1D0CE|The name of the associated Level 1 item.
+
||The name of the associated Level 1 item.
|bgcolor=#D1D0CE|@parent.name@
+
||@parent.name@
 
|-
 
|-
|'''Reminder'''
+
|bgcolor=#D1D0CE|'''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.
+
|bgcolor=#D1D0CE|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''
 
|bgcolor=#D1D0CE|''not applicable''
 
|-
 
|-
|'''Reminder Type'''
+
||'''Reminder Sent'''
|Indicates if the message should be sent by quick message (internal to SmartSimple users) or emailYou can also specify which group of people should receive the message.  This field displays as a combo box.
+
||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''
+
||''not applicable''
 
|-
 
|-
|bgcolor=#D1D0CE|'''Start Date'''
+
|bgcolor=#D1D0CE|'''Reminder Type'''
|bgcolor=#D1D0CE|Generally represents a start date.
+
|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|@startdate@
+
|bgcolor=#D1D0CE|''not applicable''
|-
 
|'''Start Time'''
 
|Start time of a short event.
 
|@starthour@:@startminute@ @startampm@
 
 
|-
 
|-
|bgcolor=#D1D0CE|'''Status'''
+
||'''Start Date'''
|bgcolor=#D1D0CE|The [[status]] of the Level 2 item.
+
||Generally represents a start date.
|bgcolor=#D1D0CE|@status@
+
||@startdate@
 
|-
 
|-
|'''Subject'''
+
|bgcolor=#D1D0CE|'''Start Time'''
|A short one line narrative for the Level 2 item.
+
|bgcolor=#D1D0CE|Start time of a short event.
|@subject@
+
|bgcolor=#D1D0CE|@starthour@:@startminute@ @startampm@  
 
|-
 
|-
|bgcolor=#D1D0CE|'''Updated By'''
+
||'''Status'''
|bgcolor=#D1D0CE|The name of the user that last updated the Level 2 items.
+
||The [[status]] of the Level 2 item.
|bgcolor=#D1D0CE|@updatedbyname@
+
||@status@
 
|-
 
|-
|'''UTA Providers'''
+
|bgcolor=#D1D0CE|'''Subject'''
|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.
+
|bgcolor=#D1D0CE|A short one line narrative for the Level 2 item.
|''not applicable''
+
|bgcolor=#D1D0CE|@subject@
 
|-
 
|-
|bgcolor=#D1D0CE|'''Whole Day Event'''
+
||'''Whole Day Event'''
|bgcolor=#D1D0CE|Indicates if the event is a whole day event.
+
||Indicates if the event is a whole day event.
|bgcolor=#D1D0CE|@isallday@
+
||@isallday@
 
|}
 
|}

Revision as of 16:02, 11 February 2014

The following standard fields are available at Level 3.

Activity Type Displays the Level 2 Types in a combo box. @type@
Amount An amount field. @eamount@
Assign People Displays a lookup button so internal people can be assigned to the item. @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
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
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 Manager or person responsible for the Level 2 item. @owner@
Parent Subject 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@
Whole Day Event Indicates if the event is a whole day event. @isallday@