Changes

Jump to: navigation, search

UTA Standard Field Settings

919 bytes removed, 16:22, 12 July 2017
no edit summary
=UTA Standard Fields=
[[Standard Field]]s are found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].
 
*On the [[UTA Settings - Entity|Entity tab]], click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
*The following page will be displayed ''(example shown is Level 1 standard fields)'':
{{StandardFieldEditPage}}
 
 
=Organization / Contact Standard Fields=
[[Standard Field]]s are found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].
These [[Type Field Permissions|settings]] allow you to control by the [[Level 1 Template|template]] or [[type]] of the record whether or not the field can be viewed.
===[[Category Type - Field Availability]]===
These settings allow you to control by the [[Client Categories|category]] of the organization record whether or not the field can be viewed. Only available against organization specific fields.
 
===[[Role Type - Field Availability]]===
These settings allow you to control by the [[User Role|role]] of the user record whether or not the field can be viewed. Only available against user specific fields.
  ==People Standard Field Settings==
The People Standard Field Settings are available for each standard field that relates to individuals in a UTA. This includes the following standard fields:
* Level 3: Assigned Person Standard Field
* Level 3: Contact Person Standard Field
 
===Lookup Scope===
Use the radio buttons to specify whether the list of users available from the standard field are restricted to internal users, external users or both.
 
===Lookup Roles===
This setting will also work in tandem with the Look-up Scope settings, returning only internal or external users assigned to this role depending on how the Look-up scope is configured.
 
===Filter Lookup Results===
==Organization Standard Field Settings==
The Organization Standard Field Settings are available for each standard field that relates to organizations or companies in a UTA. This includes the following standard fields:
* Level 1: Branch Standard field
* Level 1: Customer Standard Field
* Level 1: Company (Account) List Standard Field* Level 2: Company (Account) List Standard Field 
===Lookup Scope===
[[Image:DefaultLookupCategory2.png]]
 
===Lookup Category===
Smartstaff, administrator
4,478
edits

Navigation menu