Difference between revisions of "Adding Standard and Custom Fields to Level 1"

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(→‎Adding Custom fields to the Contract Entity)
(→‎Selecting the Standard Fields for the Contract Entity)
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[[Image:Uta30.png]]
 
[[Image:Uta30.png]]
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{| border="1"
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|'''Standard Field'''
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|'''Add Caption'''
 +
|-
 +
|Application Name
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|''Not Required''
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|-
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|Application Template Type
 +
|Type
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|-
 +
|Branch
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|Branch
 +
|-
 +
|Close Date
 +
|''Not Required''
 +
|-
 +
|Contacts
 +
|Contract Contacts
 +
|-
 +
|Currency
 +
|Currency
 +
|-
 +
|Customer
 +
|Customer
 +
|-
 +
|Description
 +
|Description
 +
|-
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|End Date
 +
|To
 +
|-
 +
|End Time
 +
|''Not Required''
 +
|-
 +
|Folders
 +
|''Not Required''
 +
|-
 +
|Modified Date
 +
|Last Updated
 +
|-
 +
|Owner
 +
|Manager
 +
|-
 +
|Probability
 +
|''Not Required''
 +
|-
 +
|Requirement
 +
|''Not Required''
 +
|-
 +
|Revenue
 +
||''Not Required''
 +
|-
 +
|Status
 +
|Status
 +
|-
 +
|Start Date
 +
|From
 +
|-
 +
|Start Time
 +
|''Not Required''
 +
|-
 +
|Workflow
 +
|''Not Required''
 +
|}
  
 
All other fields will be added as [[Custom Field|custom fields]].
 
All other fields will be added as [[Custom Field|custom fields]].

Revision as of 15:11, 25 June 2013

Adding the Standard fields for Level 1

In this article, you will choose from the built-in field lists for Level 1 and then add custom fields to complete the Level 1 Entity.

As standard fields can only be added through the Configuration page you need to access this page before you begin. There are a number of methods to access the Configuration page.

1. Click Configuration, Tracking Applications.

Uta31.png

2. Click the Edit button for the Contract Tracking application.

Alternatively, you can access the Configuration page from the application.

3. Click the Application name in the Application menu.

4. Click the Settings tab.

5. Click the Application Configuration link.

The Application Configuration page is displayed.

6. Click Contract Settings, Standard Fields link.

Uta32.png

The Standard field list is displayed.

Uta33.png

This page is used to determine which standard Level 1 Entity fields you wish to use in your application.



Selecting the Standard Fields for the Contract Entity

Next you will select and rename the standard fields that you will need to use for the Contract Tracking applications.

1. Set the standard fields as follows:

Uta30.png

Standard Field Add Caption
Application Name Not Required
Application Template Type Type
Branch Branch
Close Date Not Required
Contacts Contract Contacts
Currency Currency
Customer Customer
Description Description
End Date To
End Time Not Required
Folders Not Required
Modified Date Last Updated
Owner Manager
Probability Not Required
Requirement Not Required
Revenue Not Required
Status Status
Start Date From
Start Time Not Required
Workflow Not Required

All other fields will be added as custom fields.

2. Click the Save button.

The standard fields required for Level 1 are now complete.

Adding Custom Fields to the Level 1 Entity

SmartSimple supports over 40 custom field types, which can be added to any entity within the system. For a full description of each field type see the SmartSimple Wiki.

1. Click the Settings tab.

2. Click the Custom Fields link.

Uta36.png

The custom field window is displayed.

Uta37.png


Adding Custom fields to the Contract Entity

1. Add the following fields:

Uta29.png

Once complete, the field list will look as follows:

Uta38.png

These fields will be associated with all Level 1 items that you create in this application.




Previous.pngTerminology Settings Standard Level 1 Field List

Next.png

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