Restricting Level 2 Types to Specific Level 1 Types

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


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

Level 1 Type settings

  • Click the Level 1 Settings, Types link.
  • Click the hyperlink in the names column for the Level 1 template you wish to update.

L1TemplateName.png

L1TemplateViewStatus.png

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

L1TemplateSelectL2.png

  • Click Save.

Level 2 Type settings

  • Click the Level 2 Settings, Types link.

L2Type.png

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

L2TypeSelect.png

  • Scroll down to the Enabled on Level 1 Types 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.

L2TypeChooseL1.png

  • Click Save.


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