Changes

=Introduction to Form 1 Integration Process=

==Overview==

# Navigate to the UTA where the Form 1 type will be created.

# Create a new L2 Type called “Form 1".

# Import the Custom Fields under the new Form 1 type.

# Create a new L3 type called “Form 1 Activities”

# Associate the L2 type as the parent of the L3

# Import the custom fields into the L3 Form 1 Activities type

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=Integrating Form 1=

==Step 1: Creation of the L2 Type==

Navigate to the UTA where the Form 1 type will be created. Once there, click the “Configuration Settings” button (represented as a cog ).

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==Step 2: Import of L2 Custom Fields==

Once the new type has been saved, click the “Custom Fields” link within the left-hand menu. Once in the menu, click the “Import” button. This will allow you to import a previously exported list of custom fields.

==Step 3: Creation of L3 Type==

The Level 3 type must now be created. Navigating back to the Configuration Settings of the relevant UTA, click the Level 3 header. Now click the “Types” link under “General Settings”. Click the “+” (New Type) button at the top of the page to create a new Level 3 type. Under the “Name:” field, input the name “Form 1 Activities”.

L3 Associated Parent Availability

==Step 4: Import of L3 Custom Fields==

Once the new type has been saved, click the “Custom Fields” link within the left-hand menu. Once in the menu, click the “Import” button. This will allow you to import a previously exported list of custom fields. Please use the following code to import the Level 3 fields.

When the “Import” button is clicked, the code containing the exported custom fields can be pasted into the “Import” modal window. Please find the code by clicking here.

==Step 5: Dynamic Field Visibility Controls==

We must create a Dynamic Field Visibility Control that will either show or hide the “How Many” field depending on the selection made on the “Part 4 Attachments” field.

L3 Part 4 Attachments Dynamic Field Visibility Control

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==Step 6: Map the new L3 type custom fields to the appropriate XML==

The Advanced Data Table (XML) must be created using the section builder within the “Line_Item_Creation” custom field. In order to do this, we must first navigate to the list of Level 2 “Types” and select “Form 1”.

In order to remove all Custom Fields other than those necessary for Form 1, navigate back to the UTA configuration settings and go to the Level 2 tab. Click the “Custom Fields” link.

Form 1 Type Custom Field Import

=Code to be Imported=

==Level 2 Fields Import Code==

Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.

Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.