Difference between revisions of "Contact Assignment Role Settings"
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[[Image:Assignment_Roles_-_Contact.png|link=]] | [[Image:Assignment_Roles_-_Contact.png|link=]] | ||
| − | ''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]]. | + | ''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]]. |
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]]. | 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]]. | ||
| − | [[ | + | [[File:Contact_-_List_of_UTA_Roles.png|thumb|center|800px|UTA Role Assignment Selection.]] |
==Configuration== | ==Configuration== | ||
| + | To set the ''Assignment Roles'': | ||
| − | |||
# Click the ''Settings'' tab on the {{UTA}} menu bar. | # 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 {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Contact field is whose roles you wish to constrain. | ||
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# Select the [[UTA role]]s are available from the dropdown when assigning a contact. | # Select the [[UTA role]]s are available from the dropdown when assigning a contact. | ||
# Click the ''Save'' button for the ''Contacts'' standard field. | # Click the ''Save'' button for the ''Contacts'' standard field. | ||
| + | |||
Revision as of 09:39, 30 July 2024
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.
Configuration
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.
