Smartstaff, administrator
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Options listed below are specific to this particular field type.
*List Type: Values here are Contacts, Companies and Activity List. Once a value is selected, further options appear:<br>
'''With Contacts selected:'''
* List View - select from a dropdown list of available Contact list views, found in UTA configuration --> L1 settings tab -> Contact Association Settings -> Contact List View.
* Association Role Filter - select from a list of Contact roles.
* Enable Signup Page for Creation - when toggled on, this option uncovers an additional Signup Page dropdown list. This list shows all available User signup pages, in the format: Associated Company - Description. This allows you to select a User Signup Page to use, should you wish to use your Linked Record List to create a new user. If this option is left toggled off, user creation will proceed as normal, without a signup page. Creating a user in this way will not automatically add them to the record list; you would need to complete the creation first, before searching for and adding the user as a separate action. The Create New User option will only appear if the user you enter in the Search bar cannot be found.
'''Note''': if the Description for a signup page is blank, then only the Associated Company name will be displayed in the dropdown list.
[[File:2-user-linked-fields.png|thumb|none|500px|Two Linked Record List fields containing contact associations.]]
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'''With Companies selected:'''
*List View - select from a dropdown list of available Account list views, found in UTA configuration --> L1 settings tab -> Account Association Settings -> Account List View.*Association Role Filter - select from a list of Account Association roles, found in both UTA configuration --> L1 settings tab -> Account Association Settings -> Account Roles and in Global Settings --> Associations --> Roles.
'''With Activity List selected:'''
*Status Filter - Displays a dropdown populated with the available Level 2 statuses.*Type Filter - Displays a dropdown populated with the available Level 2 types.*Creation Status - select the default status to assign, if you create a new Level 2 record using this field.*Creation Type - select the default level 2 type to assign, if you create a new Level 2 record using this field.[[File:level2-linked-activity-create.png|thumb|none|500px|Creating a Level 2 activity from a Linked Record List.]][[File:level2-linked-activity.png|thumb|none|500px|Linked Record List field containing level 2 activities.]] [[:Category:Custom Fields|Custom Fields]]
