Difference between revisions of "Restricting Level 2 Types to Specific Level 1 Templates"

From SmartWiki
Jump to: navigation, search
Line 1: Line 1:
−
You may not wish to associate all Level 2 item types with all Level 1 [[Template|templates]].  In this example the invoice transaction is only appropriate to the Level 1 templates that require a billing process – the Sales Contract – Purchase, Sales Contract – Service and the Support Contract.
+
You may not wish to associate all Level 2 item types with all Level 1 [[Template|templates]].   
 +
 
  
 
This type of restriction is applied either through the Level 1 template settings or the Level 2 Task settings.
 
This type of restriction is applied either through the Level 1 template settings or the Level 2 Task settings.
  
  
−
==Level 1 template settings==
+
==Level 1 Template settings==
−
1. Click the '''Settings''', '''Templates''' link.
+
1. Click the '''Level 1 Settings''', '''Templates''' link.
 +
 
 +
[[Image:L1Templates.png]]
 +
 
 +
2. Click the hyperlink in the names column for the Level 1 template you wish to update.
  
−
2. Click the '''Sales Contract – Purchase''' link.
+
[[Image:L1TemplateName.png]]
  
−
The Level 2 types are displayed below the '''Status''' list.
+
3. Click the '''View Status''' tab.
  
−
[[Image:Uta98.png]]
+
[[Image:L1TemplateViewStatus.png]]
 
   
 
   
−
3. Click the '''Invoice''' check box.
+
4. Click the check boxes for the Level 2 Types you wish to associate with the level 1 Template.
 +
 
 +
[[Image:L1TemplateSelectL2.png]]
 +
 
 +
5. Click Save.
 +
 
 +
 
 +
==Level 2 Type settings==
 +
1. Click the '''Level 2 Settings''', '''Types''' link.
 +
 
 +
[[Image:L2Type.png]]
 +
 
 +
2. Click the hyperlink in the names column for the Level 2 type you wish to update.
 +
 
 +
[[Image:L2TypeSelect.png]]
 +
 
 +
3. Scroll down to the '''Enabled on Level 1 Templates''' section.
 +
 
 +
[[Image:L2TypeSelectL1.png]]
 +
 
 +
4. Click on the Lookup button and check the boxes for the Level 1 Templates you wish to associate with this Level 2 Type.
  
−
4. Repeat this process for the '''Sales Contract – Service and the Support Contract''' templates.
+
[[Image:L2TypeChooseL1.png]]
  
−
5. Associate the '''Addendum Level 2''' type with the '''Non-Disclosure''' agreement.
+
5. Click Save.
  
 
[[Category:Universal Tracking Application]]
 
[[Category:Universal Tracking Application]]

Revision as of 16:37, 18 June 2013

You may not wish to associate all Level 2 item types with all Level 1 templates.


This type of restriction is applied either through the Level 1 template settings or the Level 2 Task settings.


Level 1 Template settings

1. Click the Level 1 Settings, Templates link.

L1Templates.png

2. Click the hyperlink in the names column for the Level 1 template you wish to update.

L1TemplateName.png

3. Click the View Status tab.

L1TemplateViewStatus.png

4. Click the check boxes for the Level 2 Types you wish to associate with the level 1 Template.

L1TemplateSelectL2.png

5. Click Save.


Level 2 Type settings

1. Click the Level 2 Settings, Types link.

L2Type.png

2. Click the hyperlink in the names column for the Level 2 type you wish to update.

L2TypeSelect.png

3. Scroll down to the Enabled on Level 1 Templates section.

L2TypeSelectL1.png

4. Click on the Lookup button and check the boxes for the Level 1 Templates you wish to associate with this Level 2 Type.

L2TypeChooseL1.png

5. Click Save.

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Restricting_Level_2_Types_to_Specific_Level_1_Templates&oldid=15170’