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* '''Field Settings''' – Defines the display of activities in the [[Workflow|workflow]] list and the calendar.
* '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.* '''Enable Level 3Activities - Use to specify that activities have level 3 activities''' - Enables {{l3}}s to be used in this application. Set Once this option has been selected, the configuration options for {{l3}}s will be visible.* '''Title Bar TextEnable Transactions - Add UTA transactions and attribute personal and organisation transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].* '''Contract TrackerEnable Invoicing - Use Invoicing features in this application'''- Enables [[invoice]]s to be used in this application.Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''* '''Enable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application. 4* '''Enable Auto Assignment - Assign people to entities at different level automatically''' - Enables [[Auto Assignments]] to be used in this application. Set Once this option has been selected, the Auto Assignment Settings section becomes visible.* '''DescriptionEnable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to: This be used in this application tracks sales. Once this option has been selected, support and NDA contractsthe Skill Settings section becomes visible.* '''Enable Content Management - Use Content Management features in this application''' -5. Click any * '''Enable Aggregration - Use this application as a repository for all other UTAs''' - Enabling this will turn the UTA into an [[Aggregation UTA]], allowing the definition of the association between equivalent fields in each UTA. * '''SaveAuto Assignment Settings - Settings for people assignment at different levels''' buttons- Hyperlink appears when '''Enable Auto Assignment''' is checked. Used to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see [[Auto Assignments|Auto Assignments]] for further details). * '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' - allows the posting of data to another system, outside of SmartSimple, and the storing of results into a custom field on the object against which the Workflow was triggered. See [[Web Services Overview|Web Services]] for additional information. <BR><BR>
[[Image:UTA Setting Enable Activity.png]]
Once you save these basic settings the configuration page will display the Level 1, Level 2 (and Level 3, if enabled) [[Entity|entity]] settings.
==Connectivity Settings==
[[Image:GeneralSettingsPage-ConnectivitySettings.png|link=]]
* '''Is Shadow Application - This application is linked to another application''' - Checking this box indicates that this UTA is a [[Creating and Enabling a Shadow Application|Shadow Application]], and will expose '''Shadow Application Settings''' section at the bottom of the page.
* '''Enable Data Exchange - Share application information with other instances of SmartSimple''' - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's [[UTA Data Exchange|Data Exchange]] functionality.
* '''Enable UTA Connection as Receiver - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Receiver]] for information held in another UTA, and will expose the '''UTA Connection Roles''' hyperlink.
* '''Enable UTA Connection as Provider - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider]] of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
* '''UTA Connection Roles - Configure Grant connection roles''' - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
* '''L1 Provider Connection Settings - Configure L1 Provider UTA connection settings''' - Used to link level 1s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
* '''L2 Provider Connection Settings - Configure L2 Provider UTA connection settings''' - Used to link level 2s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
* '''UTA Provider Level 1 List View from Provider - Create and manage list view for UTA provider level 1''' - configure the list view for how the Level 1 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
* '''UTA Provider Level 2 List View from Provider - Create and manage list view for UTA provider level 2''' - configure the list view for how the Level 2 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
* '''UTA Consumer Level 1 List View from Consumer - Create and manage list view for UTA consumer level 1''' - configure the list view for how the Level 1 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
* '''UTA Consumer Level 2 List View from Consumer - Create and manage list view for UTA consumer level 2''' - configure the list view for how the Level 2 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
==See Also==
{{UTASettingsLinks}}
[[Category:UTA Settings]]
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