Changes

Jump to: navigation, search

Role Based Custom Fields

1,389 bytes added, 18:29, 11 October 2017
no edit summary
# 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.<br />[[Image:SelectingRole.jpg|link=|600px]]<br />
# Click on the ''Custom fields'' button.<br />[[Image:RoleBasedCustomFieldTypes.png|link=]]
==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:CustomFieldonL2.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:AssociationCustomFields.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]]
* [[Web_Page_View_Field_Variables#To_display_Level_1_Company_Role_or_Contact_Role_custom_fields|Using Variables with Role Based Custom Fields]]
* [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|UTA Connection Roles]]
[[Category:Roles]][[Category:Custom Fields]]
Smartstaff, administrator
4,478
edits

Navigation menu