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Private Cloud Backup (Managed Upgrades) release date: '''April 28th 2016'''
===Enhanced Level 3 List Views With Ability to Search Level 2 Fields===
A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters.
<!--====Selecting Level 2 Fields from Level 3 Objects====# Navigate to the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click in any cell to view both the Level 3 fields and associated Level 2.====Also See====* [[List View Overview]] [[Image:Level2_visable_on_L3.gif|link=]]:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]] -->
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
===New Assignment Panels - Phase 1===
Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types.
<!--:*[[Assignment Panels - Why?|Why?]] | [[How]] --><!--The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s. ====Configuring the Assignment List View=========Add an Assignment Type=====To begin a assigning users and to UTA objects, an assignment type must first be added.# Choose the desired UTA, click on the '''Settings''' icon.# Navigate to the Level One.# In the Level One Provider settings, click on the '''Assignment List View Settings''' hyperlink.# The '''Assignment Types''' page is displayed.# Click on the '''+''' New Assignment Type icon.# Complete the New Assignment Type page.# Click '''Save'''.: New Assignment Type options include::: Display Order -:: Assignment Name -:: Description -:: View Roles -:: Assign -:: Assign As -:: Trigger Workflow -:: Run Template Formula - =====Assigning the Users to UTA Level 1's=====# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see the section '''Add an Assignment Type'''.# From the navigation bar click on the '''Assignment List View''' icon.# The '''Assignment List View''' page is displayed. This page is comprised of two list views arranged side to side. The list view on the left displays users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section will appear in the '''Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles.# Assign Users and Level One's by dragging and dropping each user and Level One to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''.# Click on the '''Continue''' button# The Confirm Assignment lightbox is displayed. This page summarizes that assignments were requested.# Click on the '''Assign''' button to complete the assignment. ====Additional Settings====You must set the following settings: ====Notes====[[Image:Assignment List View Icon.png]]<br /><br />[[Image:Assignment_l_v_1.png]]<br /><br />[[Image:Assignment_List_View_Illustrated.gif]]<br /><br />:* [[Assignment Panels - Why?|Why?]] | [[How]]-->
<!-- 35842 - Assignment List View -->