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:[[Image:UTAEntitySetting1.png]]
The Level 1 Settings section contains links to the following pages:
* '''Standard Fields - Enable and manage standard fields for level 1s''' - A list of all baseline standard fields for your Level 1 entity.
* '''Enable External Owners - Allow external users to own level 1s''' - allow both external and internal owners of the level 1.
* '''Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled''' - user will ony be able to select their own company, or one of its sub-companies, when populating the Branch standard field.
* '''Default Level 1 Duration''' - automatically Automatically define what the End Date should be based on the Start Date. * '''Internal Branch Filter''' - restrict Restrict which companies are available in the Branch drop-down list based on which user is editing the record. * '''Level 1 Formula''' - enter Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 1s within the Formula boxes. * '''Level 1 Formula ID Used'''- Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here. * '''Level 1 Visibility Condition ID Used'''- Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here. * '''Level 1 Delete Redirect Template'''- Allows you to customize the landing page after a level 1 is deleted. ==Level 2 Settings== :[[Image:UTAEntitySetting2.png]] The Level 2 Settings section contains the following: * '''Standard Fields - Enable and manage standard fields for level 2s''' - A list of all baseline standard fields for your Level 2 entity. * '''Custom Fields - Create and manage custom fields for Level 2s''' - A list of all baseline custom fields for your Level 2 entity. * '''Deleted Level 2s - Restore deleted level 2s''' - means of restoring any Level 2s that may have been deleted in error. * '''Inherit Custom Fields - Provides ability to define custom fields within a level 1 template and have those fields manifest on the level 2s associated with that template''' - * '''Level 1 Contact Assignments - Click to specify that only contacts associated with the level 1 can be associated with the level 2s''' - * '''Enable Reader Log - Use to track what users have viewed a specific level 2 and when they have viewed it. ''' - * '''Enable Record Lock - Prevent concurrent edit access to level 2s''' - * '''Use multiple Ext Account list for level 2''' - * '''Display Ext Account list below custom fields''' - * '''Use multiple Ext Contact list for level 2''' - * '''Use level 2 contact in security matrix''' - * '''Maximum Contacts''' - * '''Level 2 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 2s within the Formula boxes. * '''Level 2 Formula ID Used''' - Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here. * '''Level 2 Visibility Condition ID Used''' - Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here. * '''Level 2 Delete Redirect Template''' - Allows you to customize the landing page after a level 2 is deleted.