Difference between revisions of "Master Schedule Template"
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(Created page with ' Level 1 and Level 2s on the Master Template are created with the copy. Any Level 3s configured on the Master Template will not be copied. [[Category:Universal Tracking Applica…') |
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| − | Level 1 and Level 2s on the Master Template are created with the copy. Any Level 3s configured on the Master Template will not be | + | Clearing the '''Copy Custom Fields''' check box will prevent any data stored within the Level 1 [[Custom Fields]] on the Master Template will not be copied to the new Level 1 |
| + | * Level 1 [[Sstandard Field]] data on the Master Template will ALWAYS be copied to the new Level 1. | ||
| + | * Level 2 [[Standard Fields]] AND [[Custom Field]] data on the Level 2s attached to the Master Template will ALWAYS be copied to the new Level 2 records. | ||
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| + | Clearing the '''Copy Contacts''' check box will prevent the contacts assigned to the Master Template in the Level 1 contacts section from being copied to the new Level 1 record. | ||
| + | * The Level 1 '''Person''' field will always be blank on the new record. | ||
| + | * The Level 1 '''Owner''' fill will be populated with the name of the person who created the copy. | ||
| + | * Level 2 '''Contacts''' and '''Owner''' are NEVER copied from the Level 2s on the Master Template to the new Level 2 records. | ||
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| + | Clearing the '''Copy Companies''' check box will prevent any companies assigned to the Master Template in the Level 1 Companies section (if enabled) from being copied to the new level 1. | ||
| + | * If a Company is selected in the '''Client''' Standard Field and/or a Branch is selected in the '''Branch''' they will ALWAYS be copied to the new Level 1 record. | ||
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| + | Only Level 1 and Level 2s on the Master Template are created with the copy. Any Level 3s configured on the Master Template will not be created on the new record set. | ||
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 02:54, 28 September 2010
Clearing the Copy Custom Fields check box will prevent any data stored within the Level 1 Custom Fields on the Master Template will not be copied to the new Level 1
- Level 1 Sstandard Field data on the Master Template will ALWAYS be copied to the new Level 1.
- Level 2 Standard Fields AND Custom Field data on the Level 2s attached to the Master Template will ALWAYS be copied to the new Level 2 records.
Clearing the Copy Contacts check box will prevent the contacts assigned to the Master Template in the Level 1 contacts section from being copied to the new Level 1 record.
- The Level 1 Person field will always be blank on the new record.
- The Level 1 Owner fill will be populated with the name of the person who created the copy.
- Level 2 Contacts and Owner are NEVER copied from the Level 2s on the Master Template to the new Level 2 records.
Clearing the Copy Companies check box will prevent any companies assigned to the Master Template in the Level 1 Companies section (if enabled) from being copied to the new level 1.
- If a Company is selected in the Client Standard Field and/or a Branch is selected in the Branch they will ALWAYS be copied to the new Level 1 record.
Only Level 1 and Level 2s on the Master Template are created with the copy. Any Level 3s configured on the Master Template will not be created on the new record set.
