Restricting Level 2 Types to Specific Level 1 Templates

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.

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

3. Click the View Status tab.

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

5. Click Save.

Level 2 Type settings

1. Click the Level 2 Settings, Types link.

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

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

4. 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.

5. Click Save.