Changes

Copying UTA Records

1,523 bytes added, 19:52, 9 May 2014
Setting the Elements of a Record to be Copied
[[Image:CopyLevel1SettingsLink.png|link=]]
You will now see a list of the ''Copy Settings Page'', which lists all the fields that can be copied to the new record.<br />Custom fields that are common to all records, ''Global Custom Fields'', are shown first, followed by the fields specific to a record's [[Level 1 Templates|template]] or [[type]].
[[Image:SettingFieldsToBeCopied.png|link=]]
==Setting Copy Restrictions==
When configuring the elements to be copied from the [[UTA Settings Page]], system administrators can also set copy permissions on the different elements of a record. Copy permissions can be set for {{l1}}, {{l2}} and {{l3}} records.<br />Click on the ''Copy Restriction'' button at the top of the [[Copying_UTA_Records#Setting_the_Elements_of_a_Record_to_be_Copied|Copy Settings Page]]:<br />
[[Image:CopyRestrictionButton.png|link=]]
The following Copy Restriction Settings page will be displayed:<br />
[[Image:CopyRestrictionPage.png|link=]]
 
At the left of the Copy Restriction Settings page is a list of all the roles that have access to this {{UTA}}. <br />
Clicking on the hyperlinked name of the role allows the system administrator to set copy permissions for each role. <br />
* The Target Object can be set to allow users, when copying a record:
** only to be able to create new records (''Always new'');
** only to be able to overwrite an existing record (''Only existing''); or
** to choose between the two options (''Let user specify'').
* For each ''Item to Copy'', the system administrator can set whether that particular role has the permission to always, never or optionally copy the item to the new, copied record.
* System administrators can specify a fixed status to which all copied records should be set:
** On the ''Status'' line item under ''Item to Copy'', select ''Specify status''. The following screen will be displayed, which will allow you to specify the status for all copied records:<br />
:[[Image:CopyRestrictionsSpecifyStatus.png|link=]]
[[Category:UTA Settings]]
8,849
edits