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| − | Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with {{l1}} entities.
| + | #REDIRECT [[UTA Settings - Transaction]] |
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| − | This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
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| − | This can be enabled as follows:
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| − | * On the [[UTA Settings Page]], click on the [[UTA Settings - General|General]] tab.
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| − | * In the Application Settings section, select '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''
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| − | * Save the page
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| − | * A new tab, "Transactions," will appear. Switch to the [[UTA Settings - Transaction|Transactions tab]] and select the transaction types you wish to enable for this UTA
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| − | When viewing a {{l1}} record a section will now appear with a Tab for each of the Transaction types you have enabled.
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| − | ==Restricting Transaction Types by Template==
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| − | You can also restrict the types of transactions available for each Level 1 Template.
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| − | * Within the UTA, click on the Settings tab.
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| − | * On the [[main Settings page]] Click into the Level 1 '''Templates''' and select the relevant Level 1 template.
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| − | * Click on the [[View Status]] tab.
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| − | * In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template.
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| − | [[Image:DisableTransactions.PNG]]
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| − | ==See Also==
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| − | * [[UTA Settings - Transaction]]
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| − | [[Category:Universal Tracking Application]][[Category:Transactions]]
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