Difference between revisions of "UTA Settings - General"
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Paul Dimerin (talk | contribs) (update settings from july 2014 upgrade) |
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* '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s. | * '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s. | ||
* '''Form/Forms''': Nomenclature for singular and plural references to Forms. | * '''Form/Forms''': Nomenclature for singular and plural references to Forms. | ||
| − | * ''' | + | * '''Interest/Interests''': Nomenclature for singular and plural references to interests. This option only appears when the [[Skill Settings]] is turned on within the UTA. |
Revision as of 09:10, 17 July 2014
The General Settings page of the UTA consists of several sections.
Terminology Settings
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
- Menu Name: The application name that will display on the left navigation bar.
- Title Bar Name: The name that will display at the top Title Bar when application is open.
- Description: Text that allows you to describe your application.
- Template/Templates: Nomenclature for singular and plural references to Level 1s.
- Activity/Activities: Nomenclature for singular and plural references to Level 2s.
- Sub-Activity/Sub-Activities: Nomenclature for singular and plural references to Level 3s.
- Form/Forms: Nomenclature for singular and plural references to Forms.
- Interest/Interests: Nomenclature for singular and plural references to interests. This option only appears when the Skill Settings is turned on within the UTA.
Changing the terminology in this section will change the captions of various settings and objects throughout the administration and user interfaces.
Application Settings
- Enable Activities - Use to specify that grants have activities - Enables Level 2s to be used in this application. Once this option has been selected, the configuration options for Level 2s will be visible.
- Enable Level 3 Activities - Use to specify that activities have level 3 activities - Enables Level 3s to be used in this application. Once this option has been selected, the configuration options for Level 3s will be visible.
- Enable Transactions - Add UTA transactions and attribute personal and organisation transactions - Enables transactions to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the Transaction tab on the UTA Settings Page.
- Enable Invoicing - Use Invoicing features in this application - Enables invoices to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the Invoice tab on the UTA Settings Page. Mutually exclusive with the Enable Professional Services option.
- Enable Professional Services - Use Professional Services features in this application - Enables Professional Services to be used in this application.
- Enable Auto Assignment - Assign people to entities at different level automatically - Enables Auto Assignments to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.
- Enable Contact Skill Matching - Use Contact Skill Matching features in this application - Enables Skill Settings to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.
- Enable Content Management - Use Content Management features in this application -
- Enable Aggregration - Use this application as a repository for all other UTAs - Enabling this will turn the UTA into an Aggregation UTA, allowing the definition of the association between equivalent fields in each UTA.
- Auto Assignment Settings - Settings for people assignment at different levels - Hyperlink appears when Enable Auto Assignment is checked. Used to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see Auto Assignments for further details).
- Web Service Settings - Enable and manage Web service (SOAP) for grants - allows the posting of data to another system, outside of SmartSimple, and the storing of results into a custom field on the object against which the Workflow was triggered. See Web Services for additional information.
Connectivity Settings
- Is Shadow Application - This application is linked to another application - Checking this box indicates that this UTA is a Shadow Application, and will expose Shadow Application Settings section at the bottom of the page.
- Enable Data Exchange - Share application information with other instances of SmartSimple - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's Data Exchange functionality.
- Enable UTA Connection as Receiver - UTAs can be linked to other UTAs - Checking this box indicates that this UTA is a Receiver for information held in another UTA, and will expose the UTA Connection Roles hyperlink.
- Enable UTA Connection as Provider - UTAs can be linked to other UTAs - Checking this box indicates that this UTA is a Provider of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
- UTA Connection Roles - Configure Grant connection roles - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
- L1 Provider Connection Settings - Configure L1 Provider UTA connection settings - Used to link level 1s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
- L2 Provider Connection Settings - Configure L2 Provider UTA connection settings - Used to link level 2s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
- UTA Provider Level 1 List View from Provider - Create and manage list view for UTA provider level 1 - configure the list view for how the Level 1 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
- UTA Provider Level 2 List View from Provider - Create and manage list view for UTA provider level 2 - configure the list view for how the Level 2 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
- UTA Consumer Level 1 List View from Consumer - Create and manage list view for UTA consumer level 1 - configure the list view for how the Level 1 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
- UTA Consumer Level 2 List View from Consumer - Create and manage list view for UTA consumer level 2 - configure the list view for how the Level 2 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
