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==Creating '''Level 2 Types''' provide a method of delineating between different types of {{l2}} items.* ''Level 2 Types are the equivalent of [[Level 2 1 Templates|Templates]] at Level 1 and of [[Level 3 Types==]] at Level 3.''
In this article, you will create two types of [[Level 2 Entity|Level 2 entities]] – an invoice entity for use with the billable contracts, and an addendum entity for use with the '''Non-Disclosure''' contract.
1. Click Please see the '''[[Types]]''' linkWiki article for information on how to configure both Level 2 and Level 3 Types.
[[Image:Uta91.png]] The ''Any differences between Level 2 Types and Level 3 Types window is displayedare indicated on that page.''
==Type Settings==
Each type of {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"| [[Image:Previous.png|link=Configuring the Level 2 Entity]] has [[Configuring the following settingsLevel 2 Entity]]| | [[Types]] [[Image:Next.png|link=Types]] |}
* '''Name''' - Display name for the [[Template|template]].* '''Display Order''' - The order in which the types are listed in the type combo box.* '''Colour Code''' - A colour code used to display different types in the list view.* '''Access Roles''' - Select the [[Role|roles]] that can create this type of activity.* '''Providers''' - In some circumstances only certain type of people can provide a specific type of service and therefore only their names should appear when you attempt to assign someone to the Level 2 item. For example, perhaps only a lawyer can be assigned to produce the contract addendum. * '''Show External''' - This check box indicates if this type of activity should be shown to external users.* '''Level 2 Formula''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the '''Level 1 Template''' formula.* '''Reminder Settings''' - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].* '''Follow Up Settings''' - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your[[Level 2 Entity]]. <u>'''Adding Activity Types'''</u> 1. Create the following types: [[Image:Uta93.png]] ==Setting the Level 2 List Field Order== Once you have selected the fields to be displayed, you can reorder the fields in the list view and if required create a formatting template specifically for this list view. 1. Click the '''Set Order''' button. The '''Data Column Order and Sorting''' window is displayed. [[Image:Uta102.png]] To change the '''Display''' order:* Click on the required field in the left panel.* Use the '''Up''' and '''Down''' arrows to move the field.* Once complete, click the '''Save''' button.To change the '''Sort''' order:* Choose the first field you wish to order by in the right field combo box.* Select '''Ascending''' or '''Descending''' in the '''Order''' combo box.* If required repeat this process for a second and third field. ==Setting the Activity List Order== 1. Reorder the fields as shown below: [[Image:Uta103.png]] 2. Set the '''Sort''' order as shown below: [[Image:Uta104.png]] The activity list will be sorted ascending based on the status. 3. Click the '''Save''' button. 4. Click the '''Activities''' tab. The list view for the Level 1 item is displayed. [[Image:Uta105.png]] No items are displayed as you have not added any items yet. ==Adding Level 2 Items== Now that you have created the Level 2 types you can add some items. 1. Click the '''Contracts''' tab. 2. Click the '''Sales Contract''' entry. The Sales Contract is displayed. [[Image:Uta106.png]] 3. Click the '''New Activity''' tab. The Activity window is displayed. [[Image:Uta107.png]] * The type is restricted to the '''Invoice''' type item.* The owner and assigned person are set to the current [[User|user]].* The [[Custom Field|custom fields]] associated with the invoice item are displayed at the bottom of the page.* The page is displayed full screen as you indicated this option in the configuration. 4. Enter an invoice amount. [[Image:Uta108.png]] 5. Click the '''Save''' button. The Level 2 item is saved and calculated fields are displayed. 6. Click the '''Activities''' tab. The Level 2 activity is displayed. [[Image:Uta109.png]] 7. Click the '''#''' field to redisplay the item. ==Completing the Invoice Level 2 Type== This Level 2 type is not complete. The following items are missing:* An '''Invoice''' date.* A '''Web Page View''' that would create the invoice.* A '''Level 2 Status – Paid'''. 1. Add the '''Level 2 custom field - Invoice Date'''. 2. A '''Display Only Web Page View Field – Invoice – Don’t add any content for the moment'''. The final Field List will look as follows: [[Image:Uta110.png]] 3. Add the '''Paid''' status to the '''Status List'''. <u>'''Creating the Addendum Item Type'''</u> 1. Add the following fields to the addendum item. [[Image:Uta111.png]] 2. Add an addendum item. [[Category:Universal Tracking Application]][[Category:Applications]]
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==See Also==* [[Image:Uta92.pngTypes]] * '''Existing [[Level 3 Types''' are listed on the left of the page.* '''Details of each type''' are displayed on the right of the page and new types are added to the right of the page.]]