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Assignment Grid

220 bytes added, 15:04, 20 October 2017
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==Configure Assignment Grid Settings==
 
[[Image:AssignmentGridSettings.png|900px|border]]
The Assignment Grid Settings allows restrictions on the type and status of Consumer records that will be listed.
:*'''Contact Role Filter''': roles associated with the Provider record contacts section. Used to control which contacts from Provider record can be assigned to the Consumer record.
:*'''Summary Role''': roles associated with the Consumer record contacts section. Used to control the roles that will be referenced in the Summary section.
:*'''Additional Options - Header Template for Contacts''': define whats appears in the column headers when Contacts are header for each individual contact displayed in Assignment Grid:*'''Additional Columns''': use '''+''' button to add and define any additional column columns to be be used when Contacts are displayed in Assignment Gridsection
* Populate as required then click Save at the bottom of the page.
* Populate as required and click Save.
=AppendixUsing Assignment Grid feature==Assignment Grid== 1. The Assignment Grid is accessed from the Level 1 Provider record in Edit mode by clicking on options.
==Options and Settings==
<!--Explain all applicable misc options and settings that shouldn't be explained above here...-->
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