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Adding Standard and Custom Fields to Level 1

1,493 bytes added, 15:14, 27 July 2016
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In this article, you will choose from the built-in field lists for Level 1 and then add [[Custom Field|custom fields]] to complete the [[Level 1 Entity]].
As standard fields can only be added through the '''Configuration''' [[UTA Settings - Entity]] page you need to access this page before you begin. There are a number of methods to access the '''Configuration''' page[[UTA Settings]] pages.
1. Click '''On the [[Configuration'''Menu]], click '''Tracking Applications'''.
[[Image:Uta31TrackingApplications.png|link=|450px]]
2. Click the '''Edit''' button for the '''Contract Tracking''' relevant application.
Alternatively, you can access the '''Configuration''' [[UTA Settings - Entity]] page from the [[Application|application]].
3. Click the '''Application name''' in the [[Application]] [[Menu|menu]].
4. Click the '''Settings''' tab.
5. Click the '''Application ConfigurationEntity''' linktab.
The Application Configuration [[UTA Settings - Entity]] page is displayed.
6. Click '''Contract Settings''', on the hyperlink for '''Standard Fields''' link.
[[Image:Uta32StandardFieldLink.png|link=]]
The Standard field list is displayed.
[[Image:Uta33.png]]{{StandardFieldEditPage}}
This page is used to determine which standard [[Level 1 Entity]] fields you wish to use in your [[Application|application]].
==Selecting the Standard Fields for the Level 1 Entity==
   ==Selecting the Standard Fields for the Contract Entity== Next you will select and rename the standard fields that you will need to use for the Contract Tracking your [[ApplicationsApplication|applicationsapplication]].
1. Set the standard fields as follows:
[[Image:Uta30.png]]{| border="1"|'''Standard Field'''|'''Add Caption'''|-|Application Name|''Not Required''|-|Application Template Type|Type|-|Branch|Branch|-|Close Date|''Not Required''|-|Contacts|Contract Contacts|-|Currency|Currency|-|Customer|Customer|-|Description|Description|-|End Date|To|-|End Time|''Not Required''|-|Folders|''Not Required''|-|Modified Date|Last Updated|-|Owner|Manager|-|Probability|''Not Required''|-|Requirement|''Not Required''|-|Revenue||''Not Required''|-|Status|Status|-|Start Date|From|-|Start Time|''Not Required''|-|Workflow|''Not Required''|}
All other fields will be added as [[Custom Field|custom fields]].
==Adding Custom Fields to the Level 1 Entity==
[[SmartSimple]] supports over 40 50 [[Custom Field|custom field]] types, which can be added to any [[Entity|entity]] within the system. For a full description of each field type see the Wiki category [[SmartSimple:Category:Custom Field Types|Custom Field Types]] Wiki.
1. Click the '''Settings''' tab.
2. Click the [[Custom Field|Custom Fields]] link.
[[Image:Uta36CustomFieldLinkonUTALevel1.png|link=]]
The custom field window is displayed.
[[Image:Uta37CustomFieldListHeader.png|link=]]
  ==Adding Custom fields to the Contract Level 1 Entity==
1. Add the following fields:
[[Image:Uta29{| border="1"|'''Order'''|'''Field Name'''|'''Field Type'''|'''Options'''|-|10.png]]|Contract Information|Title Bar - Multiple Columns|2|-|20.|Date Signed|Text Box - Single Line|Set validation to "Date" |-|30.|Signed by|Select One - Internal People|''n/a''|-|40.|Contract Duration|Select One - Combo Box|Select from List;Month to Month;90 Days;Annual;Two year;Three year|-|50.|Contract Scan|Link - Single File|''n/a''|}
Once complete, the field list will look as follows:
[[Image:Uta38.png]]
 
Note that unique [[Custom Field ID]]s have been associated with your new custom fields.
These fields will be associated with all Level 1 {{l1}} items that you create in this application.  {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"| [[Image:Previous.png|link=Terminology Settings]]  [[Terminology Settings]]|       | [[Standard Level 1 Field List]]  [[Image:Next.png|link=Standard Level 1 Field List]] |}  
[[Category:Universal Tracking Application]][[Category:Applications]]
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