Changes

* {||-| 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 organisations 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.By default it is set to use a combo box, but can be configured to work as a [[Enable Branch Lookup|lookup]].||@branch@|-::* | colspan="3"|''See Also: [[Internal Branch Filter]]; [[Enable Branch Lookup]]''* |-| 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]].* '''Currency''' - Used in conjunction with amount field to control currency conversion.* '''Currency Exchange''' - * '''Customer''' - A company lookup field to link the {{l1}} 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 {{l1}} item to a [[Smart Folder]].* '''Modified Date''' - Date that the {{l1}} item was last modified.* '''Owner''' - Initially a link to [[User|user]] that entered the {{l1}} item.::''* 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.''::''* 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. * '''Person''' - Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.* '''Probability''' - 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).* '''Requirement''' - Narrative description text box.* '''Revenue''' - Associates a monetary amount with the {{l1}} [[entity]].* '''Start Date''' - Milestone date – initially set to current date.* '''Start Time''' - Milestone time – initially set to current time.* '''Status''' - [[Status]] setting for the {{l1}} item.* '''Status Indicator''' -* ''not applicable'Transactions''' -* '''UTA Consumers''' -* '''UTA Consumers (L2)''' -* '''UTA Providers''' -* '''UTA Providers (L2)''' -* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.

|-| bgcolor="#D1D0CE"|'''Created By'''| bgcolor="#D1D0CE"|Stamp of user name that created the record.| bgcolor="#D1D0CE"|''not applicable''|-||'''Created Date'''||Stamp of the date and time that the record was created.||@createddate@|-| bgcolor="#D1D0CE"|'''Currency'''| bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field to control currency conversion. See [[Currency Standard Field]].| bgcolor="#D1D0CE"|@currencyname@/@currencycode@|-||'''Currency Exchange'''||See above.||@excurrencyname@/@excurrencycode@/@exrate@|-| bgcolor="#D1D0CE"|'''Customer'''| bgcolor="#D1D0CE"|A company lookup field to link the {{l1}} item to one specific company. This standard field will accept up to 255 characters.If you have the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Company to this field on New Records]] setting switched off, then on save the field will be not be automatically populated with the Organization details of the current external user. |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 By'''||User that last modified the {{l1}} item.||@modifiedby@ - returns user name<br />@modifiedbyid@ - returns user id|-| bgcolor="#D1D0CE"|'''Modified Date'''| bgcolor="#D1D0CE"|Date that the {{l1}} item was last modified.| bgcolor="#D1D0CE"|@modifieddate@|-||'''Owner'''||Initially a link to [[User|user]] that entered the {{l1}} item.||@owner@|-| colspan="3"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity|Entity tab of the UTA Settings Page]], 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.|-| colspan="3"|''If you have enabled the [[Filter Owner Based on Branch]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} branch field.|-| colspan="3"|''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with the details of the current user.|-| bgcolor="#D1D0CE"|'''Person'''| bgcolor="#D1D0CE"|Similar to the Owner field, can be used to associate a {{PrevNextStartl1}}item with an [[Adding Standard External|external]] or [[Internal|internal]] contact.| bgcolor="#D1D0CE"|@person@|-| colspan="3" bgcolor="#D1D0CE"|''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.''|-| colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Person Based on Branch]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} branch.''|-| colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with the details of the current user.|-||'''Probability'''||This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and Custom Fields you wish to Level 1track the probability of winning an opportunity ({{l1}} item).||@probability@|-| bgcolor="#D1D0CE"|'''Requirement'''| bgcolor="#D1D0CE"|Narrative description text box.| bgcolor="#D1D0CE"|@requirements@|-||'''Revenue'''||Associates a monetary amount with the {{l1}} [[entity]].||@revenue@|-| colspan="3"|''The @revenue@ variable returns the stored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@.''|-| bgcolor="#D1D0CE"|'''Start Date'''| bgcolor="#D1D0CE"|Milestone date – initially set to current date.| bgcolor="#D1D0CE"|@startdate@|-||'''Start Time'''||Milestone time – initially set to current time.||@hour(fullstartdate)@:@minute(fullstartdate)@|-| bgcolor="#D1D0CE"|'''Status'''| bgcolor="#D1D0CE"|[[Status]] setting for the {{PrevNextMidl1}}item.| bgcolor="#D1D0CE"|@status@|-||'''Status Indicator'''||Enables the [[Status Indicator]] field.||''not applicable''|-| bgcolor="#D1D0CE"|'''Transactions'''| bgcolor="#D1D0CE"|See [[Transactions]].| bgcolor="#D1D0CE"|''not applicable''|-||'''UTA Standard Field SettingsConsumers'''||||''not applicable''|-| bgcolor="#D1D0CE"|'''UTA Consumers (L2)'''| bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''|-||'''UTA Providers'''||||''not applicable''|-| bgcolor="#D1D0CE"|'''UTA Providers (L2)'''| bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''|-||'''Workflow'''||Provides ability to attach a [[Workflow|workflow]]to the {{l1}} item.||''not applicable''|-| bgcolor="#D1D0CE"|'''Invitations'''| bgcolor="#D1D0CE"|Enable the [[Contact_Invitations|Invitation]] feature on the {{PrevNextEndl1}}item.| bgcolor="#D1D0CE"|''not applicable''|}

==See Also==* [[Standard Level 2 Field List|List of Level 2 Standard Fields]]   {| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"|-||[[Image:Previous.png|link=Adding Standard and Custom Fields to Level 1]] &nbsp;[[Adding Standard and Custom Fields to Level 1]]||&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;||[[UTA Standard Field Settings]] &nbsp;[[Image:Next.png|link=UTA Standard Field Settings]]|} [[Category:Universal Tracking Application]][[Category:Standard Fields]]