Category:Universal Tracking Application

This category contains articles related to the Universal Tracking Application. Training related articles are listed in sequential order below:

• Getting Started with the Universal Tracking Application
• Entity and Instance
• Creating a Universal Tracking Application
• Level 1 and 2 Entity Settings
• Account Assignment Role Settings
• Terminology Settings
• Adding Standard and Custom Fields to Level 1
• Level 1 Standard Field Features
• Standard Level 1 Field List
• Custom Fields UTA Status Permissions
• Creating Level 1 Statuses
• Level 1 Templates
• Search Panel Options
• Level 1 List View
• Setting the Level 1 Field Order
• Determining the Application Tabs Displayed to the User
• Determining the Level 1 Tabs Displayed to the User
• Accessing Level 1 from other Screens
• Working with Level 2 Activities
• Configuring the Level 2 Entity
• Creating Level 2 Types
• Defining Level 2 Status
• Adding Custom Fields to the Level 2 Entity
• Restricting Level 2 Types to Specific Level 1 Templates
• Defining the Level 2 List View
• Setting the Level 2 List Field Order
• Adding Level 2 Items
• Working with Level 3 Sub-Activities
• Activating Level 3
• Setting Standard Fields for Level 3
• Setting the Level 3 List View
• Calculating Information between Levels

Subcategories

This category has the following 2 subcategories, out of 2 total.

U

• ► Custom Fields‎ (146 P)
• ► UTA Settings‎ (45 P)

Pages in category ‘Universal Tracking Application’

The following 135 pages are in this category, out of 135 total.

A

• Access Roles
• Accessing Level 1 from Other Screens
• Accessing the UTA Settings Tab
• Activating Level 3
• Adding Standard and Custom Fields to Level 1
• Advanced Logic
• Aggregation UTA
• Application Scope Access
• Archiving Records
• Assignment Grid
• Assignment List View
• Assignment Panels
• Assignment Panels - Why?
• Auto Assignments

B

• Basic Quick Entry
• Batch Update
• Benefits of a Shadow Application

C

• Calculating Information between Levels
• Calendar Fields
• Cascading Status Changes
• Changing the Default End Date
• Configuration mode
• Configuring Templates and Statuses in a Shadow Application
• Configuring the Level 2 Entity
• Configuring UTA Provider/Receiver (Consumer) Relationships
• Contact Invitations
• Contact Invitations - Why?
• Controlling the Submit Button within a UTA Level 1 Template
• Converting List Views from Historic Format
• Creating a Universal Tracking Application
• Creating and Enabling a Shadow Application
• Custom Save and Save Draft Buttons
• Customizable batch update options - Why?
• Customizable UTA Batch Update Options

D

• Data Exchange - Force Imported Status
• Data Exchange Contact Creation
• Determining the Application Tabs Displayed to the User
• Determining the applicationid
• Determining the Level 1 Tabs Displayed to the User
• Disable Default Assign
• Disable Default Date
• Display as Tab
• Display Level 3 Items Under Contact Profile
• Download files from List View
• Duplicate Check Settings
• Dynamic Field Visibility Control

E

• Enabling Personal List View
• Enhanced Quick Entry
• Entity and Instance
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word

G

• Getting Started with the Universal Tracking Application

I

• I am getting a host parameter is null message
• Integrating Email with the UTA
• Invoice Module Variables
• Invoice UTA

L

• Level 1 and Level 2 Entity Settings
• Level 1 Entity
• Level 1 Types
• Level 2 Assignment / Update of Fields
• Level 2 Entity
• Level 2 Fields Now Visible in Level 3 List Views
• Level 2 Types
• Level 3 Activity List Batch Update
• Level 3 Entity
• Level 3 List Displays as Tabs in Level 2
• Level 3 Types
• Template:ListViewFooter

M

• Master Schedule Template

O

• Open Level 2 Activity in New Window

P

• Positioning Exported List View Results in your Excel Spreadsheet
• Preview UTA Forms Through Different Roles, Statuses, and Versions

Q

• Quick Edit
• Quick Entry

R

• Read Only - Standard Fields
• Reader Log
• Record Lock
• Relating Contacts and Accounts to the Universal Tracking Application
• Restrict Contact Assignment
• Restricting Level 2 Types to Specific Level 1 Types
• Role Permissions for Submit Buttons - Why?

S

• Search Panel Options
• Security Matrix and the Shadow Applications
• Select Level 2 for Export
• Setting Manager Permission to the Shadow Application
• Setting Standard Fields for Level 3
• Shadow Application
• Skills Matching Template
• SmartSimple Network Exchange
• Split Screen
• Standard Level 1 Field List
• Standard Level 2 Field List
• Status
• Status Field Permissions
• Status Indicator
• Status Lock
• Submit & Save Buttons
• Submit Logic

T

• Template / Type Formula
• Template Page
• Template Page Variables
• Terminology Settings
• The Musings of Chin - Template Formulas
• The Musings of Chin - UTA Batch Update
• Timesheet Variables
• Tracking Reminders - UTA
• Types

U

• Creating SmartConnect Functions
• Universal Tracking Application – Registration Page Feature
• Using an Excel Template for List View Export Results
• UTA Calendar Template
• UTA Contact Filters
• UTA Data Exchange
• UTA Invoicing by Connecting Level 3 Items to Level 2's
• UTA Level One (Standard) Company Lookup Category Settings
• UTA Peers Combo - Level 3
• UTA Peers Combo Box
• UTA Provider Reports Table
• UTA role
• UTA Roles for Field Access instead of System Roles
• UTA Security Matrix
• UTA Settings - Entity
• UTA Settings - General
• UTA Settings - Miscellaneous
• UTA Settings - Security
• UTA Settings - Settings
• UTA Settings - Transaction
• UTA Standard Field Settings
• Template:UTASettingsLinks

V

• Visibility Permissions

W

• Why am I getting an Error 3, Empty page?
• Why can't I upload my Word Merge document?
• Why is my field reading in the wrong contact information?
• Why is the variable showing up blank?
• Working with Level 2 – Activities