Changes

Transaction Attribution

928 bytes added, 20:05, 4 October 2013
Created page with 'Transaction Attribution is a means of linking Personal Transactions, stored against a users profile, with a UTA object. The same Personal Transaction can be linked with multiple…'
Transaction Attribution is a means of linking Personal Transactions, stored against a users profile, with a UTA object.

The same Personal Transaction can be linked with multiple objects, reducing the amount of duplicated effort when entering data.

==Enabling Transaction Attribution==

1. Go to Global Settings.

2. Go to the [[Business & System Configuration]] section.

3. Click on the [[Advanced Logic]] hyperlink.

4. In the resulting screen select the '''Show Attribution Button''' option from the Object drop-down list.
[[Image:TransAttribute1.png]]

5. Populate the Condition field with appropriate [[Advanced_Logic#Sample_Conditional_Statements|conditional statements]].

6. Click the '''Add Condition''' button.

7. Now when you access the Transaction list view against a user profile then, permissions permitting, they should see the Attribute tab.
[[Image:TransAttribute1.png]]



==Using Transaction Attribution==
Smartstaff, administrator
4,478
edits