Difference between revisions of "Restricting Level 2 Types to Specific Level 1 Templates"
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==Level 1 Template settings== | ==Level 1 Template settings== | ||
| − | + | * Click the '''Level 1 Settings''', '''Templates''' link. | |
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[[Image:L1Templates.png]] | [[Image:L1Templates.png]] | ||
| − | + | * Click the hyperlink in the names column for the Level 1 template you wish to update. | |
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[[Image:L1TemplateName.png]] | [[Image:L1TemplateName.png]] | ||
| − | + | * Click the '''View Status''' tab. | |
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[[Image:L1TemplateViewStatus.png]] | [[Image:L1TemplateViewStatus.png]] | ||
| − | + | * Click the check boxes for the Level 2 Types you wish to associate with the level 1 Template. | |
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[[Image:L1TemplateSelectL2.png]] | [[Image:L1TemplateSelectL2.png]] | ||
| − | + | * Click Save. | |
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==Level 2 Type settings== | ==Level 2 Type settings== | ||
| − | + | * Click the '''Level 2 Settings''', '''Types''' link. | |
[[Image:L2Type.png]] | [[Image:L2Type.png]] | ||
| − | + | * Click the hyperlink in the names column for the Level 2 type you wish to update. | |
[[Image:L2TypeSelect.png]] | [[Image:L2TypeSelect.png]] | ||
| − | + | * Scroll down to the '''Enabled on Level 1 Templates''' section. | |
[[Image:L2TypeSelectL1.png]] | [[Image:L2TypeSelectL1.png]] | ||
| − | + | * Click on the Lookup button and check the boxes for the Level 1 Templates you wish to associate with this Level 2 Type, then click OK. | |
[[Image:L2TypeChooseL1.png]] | [[Image:L2TypeChooseL1.png]] | ||
| − | + | * Click Save. | |
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 16:43, 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
- Click the Level 1 Settings, Templates link.
- Click the hyperlink in the names column for the Level 1 template you wish to update.
- Click the View Status tab.
- Click the check boxes for the Level 2 Types you wish to associate with the level 1 Template.
- Click Save.
Level 2 Type settings
- Click the Level 2 Settings, Types link.
- Click the hyperlink in the names column for the Level 2 type you wish to update.
- Scroll down to the Enabled on Level 1 Templates section.
- Click on the Lookup button and check the boxes for the Level 1 Templates you wish to associate with this Level 2 Type, then click OK.
- Click Save.
