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Configuring the Level 2 Entity

1,797 bytes removed, 14:27, 15 August 2019
Address Mapping
==Configuring the Level 2 Entity==
1. Click on the '''Settings''' menu, '''Application Configuration''' [[UTA Settings - Entity]] link.
2. Scroll to the '''Activity Settings''' section of the page.
:[[Image:Uta90UTAEntitySetting2.png]]
The [[Level 2 Entity]] will consist of:
The Standard field list is displayed.
[[Image:Uta89.png]]{{StandardFieldEditPageL2}}
==Level 2 Standard Field Features==
This screen works in a similar manner to the Level 1 standard field list.
* '''Adding a field''' – Click on the right arrow next to the standard field name and on the field name left-hand list of standard fields. A default caption will be copied appear. Scroll to the label boxbottom of the page and hit "Save. [[Image:Uta88.png]]"* '''Adding and renaming a field''' – Type a new caption for the field in the label caption box.* '''Removing a field''' – Click on the standard field name on the left arrow next -hand list of standard fields. Scroll to the field name or select bottom of the page and delete the field name from the label box. [[Image:Uta87hit "Delete.png]]"* '''To provide mouse over help on a field''' – Type the help in the instruction box to the right of the label "Tool Tip" box.
* Clicking the '''Mandatory''' check box will make the field required before the record can be saved.
==Standard Level 2 Field List==
The following standard fields are available at Level 2. {{Level2StandardFieldList}}
* '''Activity Type''' - Displays the Level 2 “types” in a combo box.
* '''Amount''' - An amount field.
* '''Assigned Links''' - Displays links to the assigned people. Clicking the link will display the contact details. '''Assigned people are always internal people'''.
* '''Assigned People''' - Displays a lookup button so internal people can be assigned to the item.
* '''Contact Links''' - Displays links to the contact people. Clicking the link will display the contact details. '''Contact people are always external people'''.
* '''Contact People''' - Displays a lookup button so external people can be assigned to the item.
* '''Description''' - Narrative description.
* '''Duration''' - Duration in hours.
* '''End Date''' - Generally represents an end date or milestone.
* '''End Time''' - An end time for a short event.
* '''Follow-up Days''' - Specifies the number of day or hours '''after''' the activity that a message should be sent. This field is displayed as a combo box.
* '''Follow-up Sent''' - Indicates '''if the follow-up message has been sent'''. This field is displayed as two options buttons (Yes = Sent, No = Not Sent yet). If you use this field and change the setting to Yes before the message is due the message will not be sent.
* '''Follow-up Type''' - Indicates if the message should be sent by quick message (internal to SmartSimple users) or email. You can also specify which group of people should receive the message. This field displays as a combo box.
* '''Location''' - Indicates a location for the Level 2 item. If you prefix the caption that you give the field with an @ sign. The caption will display a globe icon and the user can look up the location using their selected mapping service.
* '''Owner''' - Manager or person responsible for the Level 2 item.
* '''Parent Name''' - The name of the associated Level 1 item.
* '''Reminder Days''' - Specifies the number of day or hours '''before''' the activity that a message should be sent. This field is displayed as a combo box.
* '''Reminder Sent''' - Indicates '''if the reminder message has been sent'''. This field is displayed as two option buttons (Yes = Sent, No = Not Sent yet). If you use this field and change the setting to Yes before the message is due the message will not be sent.
* '''Reminder Type''' - Indicates if the message should be sent by quick message (internal to SmartSimple users) or email. You can also specify which group of people should receive the message. This field displays as a combo box.
* '''Start Date''' - Generally represents a start date.
* '''Start Time''' - Start time of a short event.
* '''Status''' - The status of the Level 2 item.
* '''Subject''' - A short one line narrative for the Level 2 item.
* '''Update By''' - The name of the user that last updated the Level 2 items.
* '''Whole Day Event''' - Indicates if the event is a whole day event.
* '''Last Modified''' - Returns the date and time the Level 2 item was last modified.
==Selecting the Activity fields==
1. Configure the following '''Activity Fields''':
[[Image:Uta86L2StandardFieldExample.png|link=|250px]]
Not all activity fields are shown in this screen – only the ones that you need to set.
2. Scroll to the '''Activity Settings''' Section.
[[Image:Uta85L2settings.png|link=]]
This panel is used to set:
* '''Custom fields''' – Common to all Level 1 items.
* '''[[List View]]''' – The fields and order required for the Level 2 list view.
* '''[[Types]]''' – The types of Level 2 items required(the equivalent to [[Level 1 Templates]]).* '''[[Statuses]]''' – The statuses required for the Level 2 items. In addition to these links you can also enable the following Level 2 options:
* '''Use Current Time for Activities''' – This option defaults the time fields to the current time. This option is only applicable if you are using the Level 2 time fields.
* '''Enable Time Filtering''' – Displays From and To time fields on the Level 2 list view.
* '''Open Activity in Full Application Screen''' – When clicking on a Level 2 item at the bottom of the Level 1 item, this option displays the Level 2 item in the full window. If you don’t use this option the Level 2 item will be displayed below the Level 1 in the same window.* '''Open Activity on in New Window''' – Displays the Level 2 item in a separate window. The Level 1 item is still displayed.
3. Click the '''Open Activity in Full Screen''' check box.
4. Click the '''Save''' button.
 
 
==Geocode Field Mapping (Address Mapping)==
The Address Mapping feature allows for the calculation of latitude and longitude based on addresses entered against level 2 custom fields.
 
The first step is to access the [[Standard_Level_2_Field_List|Level 2 Standard fields]] and enable the options for latitude and longitudes.
 
The next steps click on the the link called ''Geocode Field Mapping'' within the UTA Settings page and to map the level 2 custom fields to address fields.
 
: [[Image:L2AddressMapping1.png]]
Then when you access a level 2 record, populate the Address specific custom fields and click Save then the latitude and longitude should be updated accordingly.
==See Also==
* [[UTA Settings - Settings|UTA Main Settings Page]]
* [[UTA Standard Field Settings]]
* [[Level 2 Types]]
* [[Types]]
[[Category:Universal Tracking Application]]
 
 
{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"
| [[Image:Previous.png|link=Working with Level 2 – Activities]]  [[Working with Level 2 – Activities]]
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