Difference between revisions of "Standard Level 1 Field List"

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* '''UTA Providers (L2)''' -
 
* '''UTA Providers (L2)''' -
 
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
 
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
 +
 +
{|
 +
|bgcolor=#D1D0CE|'''Field Name'''
 +
|bgcolor=#D1D0CE|'''Description'''
 +
|bgcolor=#D1D0CE|'''[[Variable_List#Level_1|Associated Variable]]'''
 +
|-
 +
|'''Accounts'''
 +
|Provides the ability to add multiple accounts to the {{l1}} item.  This field is used when you need to associate multiple organizations with a single {{l1}} item.  Each account will be associated with the {{l1}} item through the company [[Role|role]].
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Activity List'''
 +
|bgcolor=#D1D0CE|The list of {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item page.  This field is always required if your [[Application|application]] has {{l2}} items.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Application Name'''
 +
|A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.
 +
|@name@
 +
|-
 +
|bgcolor=#D1D0CE|'''Application Template Type'''
 +
|bgcolor=#D1D0CE|A combo box displaying all the {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of {{l1}} item.
 +
|bgcolor=#D1D0CE|@type@
 +
|-
 +
|'''Branch'''
 +
|Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo box.  If you want to associate a {{l1}} item with specific internal locations use this field.
 +
|@branch@
 +
|-
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|colspan="3"|''See Also: [[Internal Branch Filter]]''
 +
|-
 +
|bgcolor=#D1D0CE|'''Close Date'''
 +
|bgcolor=#D1D0CE|Milestone date.  You can use this for any date you need by setting the caption.
 +
|bgcolor=#D1D0CE|@closedate@
 +
|-
 +
|'''Contacts'''
 +
|The ability to add multiple contacts to the {{l1}} item.  This field is used when you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with the {{l1}} item through the contact assignment [[Role|role]].
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Currency'''
 +
|bgcolor=#D1D0CE|Used in conjunction with amount field to control currency conversion.
 +
|bgcolor=#D1D0CE|@currency@
 +
|-
 +
|'''Currency Exchange'''
 +
|
 +
|@exrate@
 +
|-
 +
|bgcolor=#D1D0CE|'''Customer'''
 +
|bgcolor=#D1D0CE|A company lookup field to link the {{l1}} item to one specific company.
 +
|bgcolor=#D1D0CE|@client@
 +
|-
 +
|'''Description'''
 +
|Narrative description text box.
 +
|@description@
 +
|-
 +
|bgcolor=#D1D0CE|'''End Date'''
 +
|bgcolor=#D1D0CE|Milestone date – initially set to current date.
 +
|bgcolor=#D1D0CE|@enddate@
 +
|-
 +
|'''End Time'''
 +
|Milestone time – initially set to current time.
 +
|@hour(fullenddate)@:@minute(fullenddate)@
 +
|-
 +
|bgcolor=#D1D0CE|'''Folders'''
 +
|bgcolor=#D1D0CE|Provides the ability to link the {{l1}} item to a [[Smart Folder]].
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Modified Date'''
 +
|Date that the {{l1}} item was last modified.
 +
|@modifieddate@
 +
|-
 +
|bgcolor=#D1D0CE|'''Owner'''
 +
|bgcolor=#D1D0CE|Initially a link to [[User|user]] that entered the {{l1}} item.
 +
|bgcolor=#D1D0CE|@owner@
 +
|-
 +
|colspan="3"|''If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.''
 +
|-
 +
|colspan="3"|''If you have enabled the [[Filter Owner Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.
 +
|-
 +
|bgcolor=#D1D0CE|'''Person'''
 +
|bgcolor=#D1D0CE|Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.
 +
|bgcolor=#D1D0CE|@person@
 +
|-
 +
|colspan="3"|''If you have enabled the [[Filter Person Based on Customer|Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.''
 +
|-
 +
|bgcolor=#D1D0CE|'''Probability'''
 +
|bgcolor=#D1D0CE|This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ({{l1}} item).
 +
|bgcolor=#D1D0CE|@probability@
 +
|-
 +
|'''Requirement'''
 +
|Narrative description text box.
 +
|@requirements@
 +
|-
 +
|bgcolor=#D1D0CE|'''Revenue'''
 +
|bgcolor=#D1D0CE|Associates a monetary amount with the {{l1}} [[entity]].
 +
|bgcolor=#D1D0CE|@revenue@
 +
|-
 +
|'''Start Date'''
 +
|Milestone date – initially set to current date.
 +
|@startdate@
 +
|-
 +
|bgcolor=#D1D0CE|'''Start Time'''
 +
|bgcolor=#D1D0CE|Milestone time – initially set to current time.
 +
|bgcolor=#D1D0CE|@hour(fullstartdate)@:@minute(fullstartdate)@
 +
|-
 +
|'''Status'''
 +
|[[Status]] setting for the {{l1}} item.
 +
|@status@
 +
|-
 +
|bgcolor=#D1D0CE|'''Status Indicator'''
 +
|bgcolor=#D1D0CE|Enables the [[Status Indicator]] field.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''Transactions'''
 +
|See [[Transactions]].
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''UTA Consumers'''
 +
|bgcolor=#D1D0CE|
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''UTA Consumers (L2)'''
 +
|
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''UTA Providers'''
 +
|bgcolor=#D1D0CE|
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|-
 +
|'''UTA Providers (L2)'''
 +
|
 +
|''not applicable''
 +
|-
 +
|bgcolor=#D1D0CE|'''Workflow'''
 +
|bgcolor=#D1D0CE|Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
 +
|bgcolor=#D1D0CE|''not applicable''
 +
|}
  
 
==See Also==
 
==See Also==

Revision as of 15:56, 28 June 2013

The following standard fields are available at Level 1:

  • Accounts - Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role.
  • Activity List - The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your application has Level 2 items.
  • Application Name - A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item.
  • Application Template Type - A combo box displaying all the Level 1 templates that you define. You will always use this field if you have more than one type of Level 1 item.
  • Branch - Links the Level 1 item to the internal company hierarchy using a combo box. If you want to associate a Level 1 item with specific internal locations use this field.
  • Close Date - Milestone date. You can use this for any date you need by setting the caption.
  • Contacts - The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple contacts with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment role.
  • Currency - Used in conjunction with amount field to control currency conversion.
  • Currency Exchange -
  • Customer - A company lookup field to link the Level 1 item to one specific company.
  • Description - Narrative description text box.
  • End Date - Milestone date – initially set to current date.
  • End Time - Milestone time – initially set to current time.
  • Folders - Provides the ability to link the Level 1 item to a Smart Folder.
  • Modified Date - Date that the Level 1 item was last modified.
  • Owner - Initially a link to user that entered the Level 1 item.
* If you have enabled the Application Configuration Setting - Allow External Owner this field will allow an external contact to be designated as the owner of the item.
* If you have enabled the Filter Owner Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
  • Person - Similar to the Owner field, can be used to associate a Level 1 item with an external or internal contact.
* If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
  • Probability - This field is only required when building a custom Sales Tracking application and you wish to track the probability of winning an opportunity (Level 1 item).
  • Requirement - Narrative description text box.
  • Revenue - Associates a monetary amount with the Level 1 entity.
  • Start Date - Milestone date – initially set to current date.
  • Start Time - Milestone time – initially set to current time.
  • Status - Status setting for the Level 1 item.
  • Status Indicator - Enables the Status Indicator field.
  • Transactions - See Transactions.
  • UTA Consumers -
  • UTA Consumers (L2) -
  • UTA Providers -
  • UTA Providers (L2) -
  • Workflow - Provides ability to attach a workflow to the Level 1 item.
Field Name Description Associated Variable
Accounts Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organizations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role. not applicable
Activity List The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your application has Level 2 items. not applicable
Application Name A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item. @name@
Application Template Type A combo box displaying all the Level 1 templates that you define. You will always use this field if you have more than one type of Level 1 item. @type@
Branch Links the Level 1 item to the internal company hierarchy using a combo box. If you want to associate a Level 1 item with specific internal locations use this field. @branch@
See Also: Internal Branch Filter
Close Date Milestone date. You can use this for any date you need by setting the caption. @closedate@
Contacts The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple contacts with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment role. not applicable
Currency Used in conjunction with amount field to control currency conversion. @currency@
Currency Exchange @exrate@
Customer A company lookup field to link the Level 1 item to one specific company. @client@
Description Narrative description text box. @description@
End Date Milestone date – initially set to current date. @enddate@
End Time Milestone time – initially set to current time. @hour(fullenddate)@:@minute(fullenddate)@
Folders Provides the ability to link the Level 1 item to a Smart Folder. not applicable
Modified Date Date that the Level 1 item was last modified. @modifieddate@
Owner Initially a link to user that entered the Level 1 item. @owner@
If you have enabled the Application Configuration Setting - Allow External Owner this field will allow an external contact to be designated as the owner of the item.
If you have enabled the Filter Owner Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
Person Similar to the Owner field, can be used to associate a Level 1 item with an external or internal contact. @person@
If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
Probability This field is only required when building a custom Sales Tracking application and you wish to track the probability of winning an opportunity (Level 1 item). @probability@
Requirement Narrative description text box. @requirements@
Revenue Associates a monetary amount with the Level 1 entity. @revenue@
Start Date Milestone date – initially set to current date. @startdate@
Start Time Milestone time – initially set to current time. @hour(fullstartdate)@:@minute(fullstartdate)@
Status Status setting for the Level 1 item. @status@
Status Indicator Enables the Status Indicator field. not applicable
Transactions See Transactions. not applicable
UTA Consumers not applicable
UTA Consumers (L2) not applicable
UTA Providers not applicable
UTA Providers (L2) not applicable
Workflow Provides ability to attach a workflow to the Level 1 item. not applicable

See Also




Previous.pngAdding Standard and Custom Fields to Level 1 UTA Standard Field Settings

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