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Attaching Transactions to a UTA Level 1 Record

1,447 bytes removed, 13:17, 11 October 2017
Redirected page to UTA Settings - Transaction
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. 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.  This can be enabled as follows:* On the [[UTA Settings Page]], click on the [[UTA Settings - General|General]] tab.* In the Application Settings section, select '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''* Save the page* A new tab, "Transactions," will appear. Switch to the #REDIRECT [[UTA Settings - Transaction|Transactions tab]] and select the transaction types you wish to enable for this UTA When viewing a {{l1}} record a section will now appear with a Tab for each of the Transaction types you have enabled. ==Restricting Transaction Types by Template==You can also restrict the types of transactions available for each Level 1 Template.* Within the UTA, click on the Settings tab.* On the [[main Settings page]] Click into the Level 1 '''Templates''' and select the relevant Level 1 template.* Click on the [[View Status]] tab.* In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template. [[Image:DisableTransactions.PNG]] ==See Also==* [[UTA Settings - Transaction]] [[Category:Universal Tracking Application]][[Category:Transactions]]
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