Difference between revisions of "Contact Assignment Role Settings"

Revision as of 16:07, 15 December 2014

Assignment Roles are set as a property of the Contacts standard field.

The roles shown above define which UTA roles are available from the dropdown when a contact is assigned to a record in a given UTA.

To set the Assignment Roles:

Click the Settings tab on the menu bar.
Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Contact field is whose roles you wish to constrain.
Click on the hyperlink for Standard Fields.
Click on the hyperlink Contacts in the list of standard fields.
Click on the Lookup... button next to Assignment Roles.
Select the UTA roles are available from the dropdown when assigning a contact.
Click the Save button for the Contacts standard field.

@@ Line 3: / Line 3: @@
 ''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]].
-The roles shown above:
+The roles shown above define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]].
-*are added to this setting using the {{LookupButton}} button; and
-*define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]].
 [[Image:Contact_-_List_of_UTA_Roles.png|link=]]
+==Configuration==
+To set the ''Assignment Roles'':
+# Click the ''Settings'' tab on the {{UTA}} menu bar.
+# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Contact field is whose roles you wish to constrain.
+# Click on the hyperlink for ''Standard Fields''.
+# Click on the hyperlink ''Contacts'' in the list of standard fields.
+# Click on the ''Lookup...'' button next to ''Assignment Roles''.
+# Select the [[UTA role]]s are available from the dropdown when assigning a contact.
+# Click the ''Save'' button for the ''Contacts'' standard field.
 ==See Also==