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Level 1 Templates

8 bytes removed, 17:28, 14 June 2013
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Level 1 {{l1}} [[Template|templates]] provide a method of delineating between different types of Level 1 {{l1}} items. Each template that you create can have the following characteristics:
* A unique Level 1 {{l1}} [[Workflow]], which will trigger whenever a new item using this template type is added.* A unique Level 2 {{l2}} [[Workflow]], which will trigger whenever a new item using this template type is added.* A set of forms that are to be associated with the Level 1 {{l1}} item.
* The list of statuses that you wish to associate with the specific [[Template|template]].
* An [[External|external]] Internet available web page that can be used to create new Level 1 items.
* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
* '''Level 1 Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]]. See [[Enabling Workflows in the UTA]].
* '''Level 2 Workflow''' - A [[Workflow|workflow]] connected to Level 2 {{l2}} activities connected to a Level 1 {{l1}} item based on this template. See [[Enabling Workflows in the UTA]].
* '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.
* '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this Template.
* '''Access Roles''' - Sets the roles able to access records associated with this template.
* '''Creation Roles''' - Sets the roles that are able to create records with this template.
* '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 {{l1}} item associated with this template is saved. (See [[Template / Type Formula]])
* '''ID Used''' - Used in conjunction with '''Template Formula''' above: if not left blank, [[Template Formulas]] are restricted to process [[variables]] only from the [[Custom Field IDs]] that are entered here.
<!--* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the [[Template|template]].-->
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