Difference between revisions of "Level 1 Types"
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* '''View Status''' - See the [[Types & Statuses]] page for information. | * '''View Status''' - See the [[Types & Statuses]] page for information. | ||
* '''Template Page''' - See [[Template Page]] for information. | * '''Template Page''' - See [[Template Page]] for information. | ||
| − | * '''Level 1 Custom Fields''' - Brings you to the [[#Template_Custom_Fields|Custom Fields page]] relevant to this | + | * '''Level 1 Custom Fields''' - Brings you to the [[#Template_Custom_Fields|Custom Fields page]] relevant to this type. |
| − | Each | + | Each L1 Type Settings page has the following settings: |
| − | * ''' | + | * '''Type ID''' - Internal system ID used to reference the Type. |
| − | * '''Language''' - Allows you to create a language-specific display name for the | + | * '''Language''' - Allows you to create a language-specific display name for the Type. |
| − | * '''Name''' - Name for the | + | * '''Name''' - Name for the Type. |
| − | * '''Caption''' - Default [[Caption|display name]] for the | + | * '''Caption''' - Default [[Caption|display name]] for the Type. |
| − | * '''Display Order''' - The order that | + | * '''Display Order''' - The order that types are displayed in the type combo box. |
| − | * '''Use Internal Formatting''' - Selected when | + | * '''Use Internal Formatting''' - Selected when types are configured as [[external pages]], so the formatting and functionality of the [[external page]] will reflect the display and operation of the internal pages. |
| − | <!--* '''Type''' - Allows you to select if this is a '''Standard''' | + | <!--* '''Type''' - Allows you to select if this is a '''Standard''' type, or a [[Skills Matching Template]]. |
::* ''See the [[Skills Matching Template]] Wiki article for details.''--> | ::* ''See the [[Skills Matching Template]] Wiki article for details.''--> | ||
| − | * '''Restricted to''' - A single [[Internal|internal]] company that can use this | + | * '''Restricted to''' - A single [[Internal|internal]] company that can use this type. |
| − | * '''{{l1}} Workflow''' - A [[Workflow|workflow]] connected to this | + | * '''{{l1}} Workflow''' - A [[Workflow|workflow]] connected to this type. See [[Enabling Workflows in the UTA]]. |
| − | * '''{{l2}} Workflow''' - A [[Workflow|workflow]] connected to {{l2}} activities connected to a {{l1}} item based on this | + | * '''{{l2}} Workflow''' - A [[Workflow|workflow]] connected to {{l2}} activities connected to a {{l1}} item based on this type. 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 | + | * '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Type. |
| − | * '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this | + | * '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this Type. |
* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page. | * '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page. | ||
* '''Master Schedule Enabled''' - See [[Master Schedule Template]]. | * '''Master Schedule Enabled''' - See [[Master Schedule Template]]. | ||
| − | * '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this | + | * '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this type. |
| − | * '''Creation Roles''' - Sets the [[roles]] that are able to create records with this | + | * '''Creation Roles''' - Sets the [[roles]] that are able to create records with this type. |
| − | * '''Template Formula''' - One or more formulas or expressions associated with the | + | * '''Template Formula''' - One or more formulas or expressions associated with the type, which are automatically executed whenever a {{l1}} item associated with this type 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. | * '''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 | + | <!--* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the type.--> |
| − | ==Associating | + | ==Associating Types with Statuses== |
| − | Not all Level 1 | + | Not all Level 1 types may require all the same [[statuses]]. Although the [[statuses]] are created globally, you are able to associate only the required [[statuses]] to each individual type. |
[[Image:Uta47.png]] | [[Image:Uta47.png]] | ||
| − | You can also navigate into the [[Status#Status_Settings|Status Settings]] then populate the '''Enabled on Level 1 | + | You can also navigate into the [[Status#Status_Settings|Status Settings]] then populate the '''Enabled on Level 1 Types''' field with the types you wish to make the status available against. |
[[Image:EnableStatusForTemplates.png]] | [[Image:EnableStatusForTemplates.png]] | ||
| − | == | + | ==Type Custom Fields== |
| − | You can define [[Custom Fields]] that will appear only on the Level 1 records of a given '' | + | You can define [[Custom Fields]] that will appear only on the Level 1 records of a given ''Type''. |
| − | * To define these fields, click on the '''Fields''' button next to the relevant '' | + | * To define these fields, click on the '''Fields''' button next to the relevant ''Type''. Then create the desired custom fields in the normal fashion. |
| − | * The ''[[Display Order]]'' of the [[Custom Fields]] you create on a | + | * The ''[[Display Order]]'' of the [[Custom Fields]] you create on a Type works in conjunction with the ''Display Order'' on any general Level 1 [[Custom Fields]] that have been defined. |
| − | ::''For example, if you have a Custom Field on a Level 1 | + | ::''For example, if you have a Custom Field on a Level 1 Type with Display Order of 15, it would appear between the global Level 1 custom fields with display orders of 10 and 20.'' |
==See Also== | ==See Also== | ||
Revision as of 11:45, 20 April 2017
Level 1 type provide a method of delineating between different types of Level 1 items. Each type that you create can have the following characteristics:
- A unique Level 1 Workflow, which will trigger whenever a new item using this type is added.
- A unique Level 2 Workflow, which will trigger whenever a new item using this 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 type.
- An external Internet-available web page that can be used to create new Level 1 items.
- A set of custom fields.
Contents
Creating Level 1 Types
You can create and modify Types by clicking the Types link on the Settings tab of your UTA.
- Existing Typees are listed on the left of the page.
- Details of each type are displayed on the right of the page and new type are added to the right of the page.
L1 Type Settings
The L1 Type Settings page has the following links to other configuration pages:
- View Status - See the Types & Statuses page for information.
- Template Page - See Template Page for information.
- Level 1 Custom Fields - Brings you to the Custom Fields page relevant to this type.
Each L1 Type Settings page has the following settings:
- Type ID - Internal system ID used to reference the Type.
- Language - Allows you to create a language-specific display name for the Type.
- Name - Name for the Type.
- Caption - Default display name for the Type.
- Display Order - The order that types are displayed in the type combo box.
- Use Internal Formatting - Selected when types are configured as external pages, so the formatting and functionality of the external page will reflect the display and operation of the internal pages.
- Restricted to - A single internal company that can use this type.
- Level 1 Workflow - A workflow connected to this type. See Enabling Workflows in the UTA.
- Level 2 Workflow - A workflow connected to Level 2 activities connected to a Level 1 item based on this type. See Enabling Workflows in the UTA.
- UTA Role Assignment Workflow - Allows you to define one or more UTA Role Assignment Workflows that are triggered by this Type.
- UTA Company Assignment Workflow - Allows you to define one or more UTA Company Assignment Workflows that are triggered by this Type.
- Description - Any comments or notes you wish to include. Note: These don't manifest anywhere except on this page.
- Master Schedule Enabled - See Master Schedule Template.
- Access Roles - Sets the roles able to access records associated with this type.
- Creation Roles - Sets the roles that are able to create records with this type.
- Template Formula - One or more formulas or expressions associated with the type, which are automatically executed whenever a Level 1 item associated with this type 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.
Associating Types with Statuses
Not all Level 1 types may require all the same statuses. Although the statuses are created globally, you are able to associate only the required statuses to each individual type.
You can also navigate into the Status Settings then populate the Enabled on Level 1 Types field with the types you wish to make the status available against.
Type Custom Fields
You can define Custom Fields that will appear only on the Level 1 records of a given Type.
- To define these fields, click on the Fields button next to the relevant Type. Then create the desired custom fields in the normal fashion.
- The Display Order of the Custom Fields you create on a Type works in conjunction with the Display Order on any general Level 1 Custom Fields that have been defined.
- For example, if you have a Custom Field on a Level 1 Type with Display Order of 15, it would appear between the global Level 1 custom fields with display orders of 10 and 20.
See Also
 Statuses
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