Standard Level 1 Field List
The following standard fields are available at Level 1:
| Field Name | Description | Associated Variable |
| Accounts | Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organizations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role. | not applicable |
| Activity List | The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your application has Level 2 items. | not applicable |
| Application Name | A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item. | @name@ |
| Application Template Type | A combo box displaying all the Level 1 templates that you define. You will always use this field if you have more than one type of Level 1 item. | @type@ |
| Branch | Links the Level 1 item to the internal company hierarchy. If you want to associate a Level 1 item with specific internal locations use this field. By default it is set to use a combo box, but can be configured to work as a lookup. | @branch@ |
| See Also: Internal Branch Filter; Enable Branch Lookup | ||
| Close Date | Milestone date. You can use this for any date you need by setting the caption. | @closedate@ |
| Contacts | The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple contacts with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment role. | not applicable |
| Created By | Stamp of user name that created the record. | not applicable |
| Created Date | Stamp of the date and time that the record was created. | @createddate@ |
| Currency | Used in conjunction with Currency Exchange field to control currency conversion. See Currency Standard Field. | @currencyname@/@currencycode@ |
| Currency Exchange | See above. | @excurrencyname@/@excurrencycode@/@exrate@ |
| Customer | A company lookup field to link the Level 1 item to one specific company. This standard field will accept up to 255 characters.
If you have the Enable Auto Assign Company to this field on New Records setting switched off, then on save the field will be not be automatically populated with the Organization details of the current external user. |
@client@ |
| Description | Narrative description text box. | @description@ |
| End Date | Milestone date – initially set to current date. | @enddate@ |
| End Time | Milestone time – initially set to current time. | @hour(fullenddate)@:@minute(fullenddate)@ |
| Folders | Provides the ability to link the Level 1 item to a Smart Folder. | not applicable |
| Modified By | User that last modified the Level 1 item. | @modifiedby@ - returns user name @modifiedbyid@ - returns user id |
| Modified Date | Date that the Level 1 item was last modified. | @modifieddate@ |
| Owner | Initially a link to user that entered the Level 1 item. | @owner@ |
| If you have enabled the setting "Enable External Owners" on the Entity tab of the UTA Settings Page, this field will allow an external contact to be designated as the owner of the item. | ||
| If you have enabled the Filter Owner Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization. | ||
| If you have enabled the Filter Owner Based on Branch setting, this selection for this field will be restricted to those contacts that reside under the Level 1 branch field. | ||
| If you have enabled the Enable Auto Assign Creator to this field on New Records setting, then on save the field will be not be automatically populated with the details of the current user. | ||
| Person | Similar to the Owner field, can be used to associate a Level 1 item with an external or internal contact. | @person@ |
| If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization. | ||
| If you have enabled the Filter Person Based on Branch setting, this selection for this field will be restricted to those contacts that reside under the Level 1 branch. | ||
| If you have enabled the Enable Auto Assign Creator to this field on New Records setting, then on save the field will be not be automatically populated with the details of the current user. | ||
| Probability | This field is only required when building a custom Sales Tracking application and you wish to track the probability of winning an opportunity (Level 1 item). | @probability@ |
| Requirement | Narrative description text box. | @requirements@ |
| Revenue | Associates a monetary amount with the Level 1 entity. | @revenue@ |
| The @revenue@ variable returns the stored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@. | ||
| Start Date | Milestone date – initially set to current date. | @startdate@ |
| Start Time | Milestone time – initially set to current time. | @hour(fullstartdate)@:@minute(fullstartdate)@ |
| Status | Status setting for the Level 1 item. | @status@ |
| Status Indicator | Enables the Status Indicator field. | not applicable |
| Transactions | See Transactions. | not applicable |
| UTA Consumers | not applicable | |
| UTA Consumers (L2) | not applicable | |
| UTA Providers | not applicable | |
| UTA Providers (L2) | not applicable | |
| Workflow | Provides ability to attach a workflow to the Level 1 item. | not applicable |
| Invitations | Enable the Invitation feature on the Level 1 item. | not applicable |
