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==Creating Types==
You can configure Level 2 Types via the '''Types''' link on the '''Settings''' page of your [[UTA]]:<br>
[[Image:Uta91.png]]
* '''Existing 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.
[[Image:Uta92.png]]
==Type Settings==Please see the '''[[Types]]''' Wiki article for information on how to configure both Level 2 and Level 3 Types.
Each type of [[:''Any differences between Level 2 Entity]] has the following settings:Types and Level 3 Types are indicated on that page.''
* '''Name''' - Display name for the Type.* '''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.* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of Level 2 activities at the bottom of a Level 1 record.* '''Show External''' - This check box indicates if this type of activity should be shown to external users.* '''Access Roles''' - Select the [[Role]]s that can create this type of activity.* '''[[Template / Type Formulas|Level 2 Formula]]''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the [[Template / Type Formulas|Level 1 Template]] formula. ''(See [[Template / Type Formulas]])''* '''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]].* '''Restrict Contact Assignment by Contact''' - Allows you to restrict contact assignment for this Level 2 Type to named contacts. ::''For example, if the Level 2 Type is "Dissertation Review", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name so that only they could be assigned to level 2 records of this type''* '''Restrict Contact Assignment by Role''': Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type. ::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.'' ==Reminder & Follow-up SettingsSee Also== [[Image:Reminder_n_follow_up.jpg]] * By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner. [[Image:Reminder_n_follow_up_2.JPGTypes]] * If there is an '''owner standard field''' enabled, then the owner will be selected when creating reminders or follow-ups. ==Type Custom Fields==You can define [[Custom Fields]] that will appear only on the Level 2 records of a given Level 2 '''Type'''.* To define these fields, click on the '''Fields''' button next to the relevant Level 2 '''Type'''. Then create the desired custom fields in the normal fashion.* The '''Display Order''' of the [[Custom Fields]] you create on a Level 2 Type works in conjunction with the '''Display Order''' on any general Level 2 [[Custom Fields3 Types]] that have been defined.::''For example, if you have a Custom Field on a Level 2 Type with Display order of 15, it would appear between the global Level 2 custom fields with display orders of 10 and 20.''
==See Also==
* [[Restricting Level 2 Types to Specific Level 1 Templates]]
* [[Template / Type Formulas]]
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'''Level 2 Types''' provide a method of delineating between different types of Level 2 {{l2}} items.* ''Level 2 Types are the equivalent of [[Level 1 Templates|Templates ]] at Level 1and of [[Level 3 Types]] at Level 3.''
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| [[Image:Previous.png|link=Configuring the Level 2 Entity]] [[Configuring the Level 2 Entity]]
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[[Category:Universal Tracking Application]]