Difference between revisions of "Template:Level2StandardFieldList"
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* '''Activity Type''' - Displays the [[Level 2 Types]] in a combo box. | * '''Activity Type''' - Displays the [[Level 2 Types]] in a combo box. | ||
* '''Amount''' - An amount field. | * '''Amount''' - An amount field. | ||
| − | * ''' | + | * '''Assign Person''' - 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'''. |
| − | * '''Contact | + | * '''Contact Person''' - Displays a lookup button so external people can be assigned to the item. |
| − | + | * '''Contacts Link''' - Displays links to the contact people. Clicking the link will display the contact details. '''Contact people are always external people'''. | |
* '''Description''' - Narrative description. | * '''Description''' - Narrative description. | ||
* '''Duration''' - Duration in hours. | * '''Duration''' - Duration in hours. | ||
* '''End Date''' - Generally represents an end date or milestone. | * '''End Date''' - Generally represents an end date or milestone. | ||
* '''End Time''' - An end time for a short event. | * '''End Time''' - An end time for a short event. | ||
| − | * '''Follow-up | + | * '''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. |
* '''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 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. | * '''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. | ||
| − | * '''Location''' - Indicates a location for the Level 2 item. If you prefix the caption that you give the field with an @ sign | + | * '''Last Modified''' - Shows date/time stamp of when record was last modified. |
| + | * '''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. | ||
* '''Owner''' - Manager or person responsible for the Level 2 item. | * '''Owner''' - Manager or person responsible for the Level 2 item. | ||
* '''Parent Name''' - The name of the associated Level 1 item. | * '''Parent Name''' - The name of the associated Level 1 item. | ||
| − | * '''Reminder | + | * '''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. |
* '''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. | * '''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. | ||
* '''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. | * '''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. | ||
* '''Start Date''' - Generally represents a start date. | * '''Start Date''' - Generally represents a start date. | ||
* '''Start Time''' - Start time of a short event. | * '''Start Time''' - Start time of a short event. | ||
| − | * '''Status''' - The status of the Level 2 item. | + | * '''Status''' - The [[status]] of the Level 2 item. |
* '''Subject''' - A short one line narrative for the Level 2 item. | * '''Subject''' - A short one line narrative for the Level 2 item. | ||
| − | * ''' | + | * '''Updated By''' - The name of the user that last updated the Level 2 items. |
| + | * '''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. | ||
* '''Whole Day Event''' - Indicates if the event is a whole day event. | * '''Whole Day Event''' - Indicates if the event is a whole day event. | ||
| − | |||
Revision as of 13:42, 28 June 2013
The following standard fields are available at Level 2.
- Activity List - Displays list of activities on the Level 2.
- Activity Type - Displays the Level 2 Types in a combo box.
- Amount - An amount field.
- Assign Person - Displays a lookup button so internal people can be assigned to the item.
- Assigned Link - Displays links to the assigned people. Clicking the link will display the contact details. Assigned people are always internal people.
- Contact Person - Displays a lookup button so external people can be assigned to the item.
- Contacts Link - Displays links to the contact people. Clicking the link will display the contact details. Contact people are always external people.
- Description - Narrative description.
- Duration - Duration in hours.
- End Date - Generally represents an end date or milestone.
- End Time - An end time for a short event.
- 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.
- 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.
- Last Modified - Shows date/time stamp of when record was last modified.
- 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.
- Owner - Manager or person responsible for the Level 2 item.
- Parent Name - The name of the associated Level 1 item.
- 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.
- 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.
- 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.
- Start Date - Generally represents a start date.
- Start Time - Start time of a short event.
- Status - The status of the Level 2 item.
- Subject - A short one line narrative for the Level 2 item.
- Updated By - The name of the user that last updated the Level 2 items.
- 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.
- Whole Day Event - Indicates if the event is a whole day event.
