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Level 1 Templates

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#REDIRECT [[:Level 1 [[Template|templatesTypes]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics:
* A unique Level 1 [[Workflow]], which will trigger whenever a new item using this template type is added.* A unique Level 2 [[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 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.* A set of [[Custom Fields|custom fields]].  ==Creating Level 1 Templates== You can create and modify Templates by clicking the '''Templates''' link on the '''Settings''' tab of your [[UTA]]. [[Image:Uta43.png]] * '''Existing Templates''' are listed on the left of the page.* '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page.[[Image:Uta44.png]]  ==Template Settings== Each template has the following settings: * '''Name''' - Display name for the [[Template|template]].* '''Type''' - Allows you to select if this is a '''Standard''' template, or a [[Skills Matching Template]].::* ''See the [[Skills Matching Template]] Wiki article for details.''* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.* '''Level 1 Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].* '''Level 2 Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.* '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.* '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved. (See [[Template / Type Formula]])* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the [[Template|template]]. ==Associating Templates with Statuses== Not all Level 1 templates may require all the same [[statuses]]. Although the [[statuses]] are created globally, you are able to associate only the required [[statuses]] to each individual template. [[Image:Uta47.png]] ==See Also==* [[Skills Matching Template]]* [[Statuses]]* [[Template / Type Formula]]* [[Level 2 Types]]* [[Level 3 Types]]* [[Types]] [[Category:Universal Tracking Application]]{{DeprecatedPage}}
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