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Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations. *The basic type, "Base," of role based custom fields will manifest on the contact [[Image:SelectingRoleprofile]] only if the contact possesses that Role.jpg|link=|600px*UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application ([[UTA]]) record, on that level, with that [[UTA Role]]. *Association role based custom fields will only appear when a contact is associated with a different company with that Association role.
Role Based Custom fields can be created using the following method:# Click on [[Roles & Permissions]] (located on the [[Configuration Menu]] on the left-hand navigation bar)# Click on the hyperlink for User Roles# Click the ''Edit'' button next to the role for which Role Based Custom Fields should be configured.# Click on the ''Custom fields'' button.<br />[[Image:BaseCustomFieldsRoleBasedCustomFieldTypes.jpgpng|link=|600px]]
==Role Based Custom Fields - Base==* The following custom fields have been created on the ''Employee'' Role<br />[[Image:BaseCustomFields.jpg|link=|600px]]<br />* The following user profile possesses the ''Employee'' Role, therefore the custom fields will appear on this user's profile<br />[[Image:FieldsOnRole.jpg|link=|600px]]
==Role Based Custom Fields - UTA Level One==* Creating a Role Based Custom Field on {{l1}} means that that field will manifest when a contact is added to a UTA {{l1}} record with a given [[UTA Role]].<br />[[Image:L1CustomFields.jpg|link=|600px]]* To access the custom field, click on the hyperlinked role name of the associated contact on the {{l1}} record.<br />[[Image:CustomFieldonL1.jpg|link=|600px]]
==Role Based Custom Fields - UTA Level Two==* Creating a Role Based Custom Field on {{l2}} means that that field will manifest when a contact is added to a UTA {{l2}} record with a given [[UTA Role]].<br />[[Image:L2CustomFields.jpg|link=|600px]]* To access the custom field, click on the hyperlinked role name of the associated contact on the {{l2}} record.<br />[[Image:CustomFieldonL1CustomFieldonL2.jpg|link=|600px]]
==Role Based Custom Fields - Association Custom Fields==* Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given Association Role.<br />[[Image:L2CustomFieldsAssociationCustomFields.jpg|link=|600px]]* To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.<br />[[Image:AssociationCustomFieldDisplay.jpg|link=|600px]]
==See Also==* [[Adding Custom Fields to Company and Contact Information]]* [[User Role|Edit Role page]]* [[Association Settings]]* [Image:CustomFieldonL2.jpg[Web_Page_View_Field_Variables#To_display_Level_1_Company_Role_or_Contact_Role_custom_fields|link=Using Variables with Role Based Custom Fields]]* [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|600pxUTA Connection Roles]]
[[ImageCategory:AssociationCustomFields.jpg|link=|600pxRoles]] [[ImageCategory:AssociationCustomFieldDisplay.jpg|link=|600pxCustom Fields]]
