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.::''* 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. * '''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]].* ''not applicable'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''' - 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|workflow]] to the {{l1}} item.

| bgcolor="#D1D0CE"|'''AccountsCreated By'''|Provides the ability to add multiple accounts to bgcolor="#D1D0CE"|Stamp of user name that created the {{l1}} itemrecord. 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]].bgcolor="#D1D0CE"|''not applicable''|-||'''Created Date'''||Stamp of the date and time that the record was created.||@createddate@

|bgcolor="#D1D0CE"|'''Activity ListCurrency'''|bgcolor="#D1D0CE"|The list of {{l2}} items associated Used in conjunction with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item pageCurrency Exchange field to control currency conversion. This field is always required if your See [[Application|applicationCurrency Standard Field]] has {{l2}} items.|bgcolor="#D1D0CE"|''not applicable''@currencyname@/@currencycode@

||'''Application NameCurrency Exchange'''|A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item|See above.||@excurrencyname@/@excurrencycode@/@nameexrate@

|bgcolor="#D1D0CE"|'''Application Template TypeCustomer'''|bgcolor="#D1D0CE"|A combo box displaying all 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 [[TemplateUTA_Standard_Field_Settings#Auto_Assign|templatesEnable Auto Assign Company to this field on New Records]] that you define. You setting switched off, then on save the field will always use this field if you have more than one type be not be automatically populated with the Organization details of {{l1}} itemthe current external user. |bgcolor=#D1D0CE|@typeclient@

||'''BranchDescription'''|Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo Narrative description text box. If you want to associate a {{l1}} item with specific internal locations use this field.||@branchdescription@

|colspanbgcolor="3#D1D0CE"|''See Also: [[Internal Branch Filter]]'End Date'''| bgcolor="#D1D0CE"|Milestone date – initially set to current date.| bgcolor="#D1D0CE"|@enddate@

|bgcolor=#D1D0CE|'''Close DateEnd Time'''|bgcolor=#D1D0CE|Milestone date. You can use this for any date you need by setting the captiontime – initially set to current time.|bgcolor=#D1D0CE|@closedatehour(fullenddate)@:@minute(fullenddate)@

| bgcolor="#D1D0CE"|'''ContactsFolders'''|The bgcolor="#D1D0CE"|Provides the ability to add multiple contacts to link 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|roleSmart Folder]].| bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''CurrencyModified By'''|bgcolor=#D1D0CE|Used in conjunction with amount field to control currency conversionUser that last modified the {{l1}} item.|bgcolor=#D1D0CE|@currencymodifiedby@- returns user name<br />@modifiedbyid@ - returns user id

| bgcolor="#D1D0CE"|'''Currency ExchangeModified Date'''|bgcolor="#D1D0CE"|Date that the {{l1}} item was last modified.| bgcolor="#D1D0CE"|@exratemodifieddate@

|bgcolor=#D1D0CE|'''CustomerOwner'''|bgcolor=#D1D0CE|A company lookup field Initially a link to link [[User|user]] that entered the {{l1}} item to one specific company.|bgcolor=#D1D0CE|@clientowner@

| 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.'Description'''|Narrative description text box.|@description@

|bgcolorcolspan=#D1D0CE"3"|'''End Date'''|bgcolor=#D1D0CE|Milestone date – initially set If you have enabled the [[Filter Owner Based on Organization]] setting, this selection for this field will be restricted to current datethose contacts that reside under the {{l1}} organization.|bgcolor=#D1D0CE|@enddate@

| colspan="3"|'''End Time'''|Milestone time – initially set If you have enabled the [[Filter Owner Based on Branch]] setting, this selection for this field will be restricted to current timethose contacts that reside under the {{l1}} branch field.|@hour(fullenddate)@:@minute(fullenddate)@

|bgcolorcolspan=#D1D0CE"3"|'''Folders'''|bgcolor=If you have enabled the [[UTA_Standard_Field_Settings#D1D0CEAuto_Assign|Provides the ability Enable Auto Assign Creator to link the {{l1}} item to a [[Smart Folderthis 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|''not applicable''

| bgcolor="#D1D0CE"|'''Modified DatePerson'''|Date that bgcolor="#D1D0CE"|Similar to the Owner field, can be used to associate a {{l1}} item was last modifiedwith an [[External|external]] or [[Internal|internal]] contact.| bgcolor="#D1D0CE"|@modifieddateperson@

|colspan="3" bgcolor="#D1D0CE"|'''Owner'''|bgcolor=#D1D0CE|Initially a link to If you have enabled the [[UserFilter Person Based on Customer|userFilter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that entered reside under the {{l1}} itemorganization.|bgcolor=#D1D0CE|@owner@''

|colspan="3" bgcolor="#D1D0CE"|''If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|externalFilter Person Based on Branch]] contact setting, this selection for this field will be restricted to be designated as the owner of those contacts that reside under the item{{l1}} branch.''

|colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Owner Based UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on OrganizationNew Records]] setting, this selection for this then on save the field will be restricted to those contacts that reside under not be automatically populated with the details of the {{l1}} organizationcurrent user.

|bgcolor=#D1D0CE|'''PersonProbability'''|bgcolor=#D1D0CE|Similar to the Owner This field, can be used to associate is only required when building a {{l1}} item with an custom [[External|externalSales Tracking]] or [[InternalApplication|internalapplication]] contactand you wish to track the probability of winning an opportunity ({{l1}} item).|bgcolor=#D1D0CE|@personprobability@

|colspanbgcolor="3#D1D0CE"|''If you have enabled the [[Filter Person Based on Customer'Requirement'''| bgcolor="#D1D0CE"|Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organizationNarrative description text box.''| bgcolor="#D1D0CE"|@requirements@

|bgcolor=#D1D0CE|'''ProbabilityRevenue'''|bgcolor=#D1D0CE|This field is only required when building Associates a custom [[Sales Tracking]] [[Application|application]] and you wish to track monetary amount with the probability of winning an opportunity ({{l1}} item)[[entity]].|bgcolor=#D1D0CE|@probabilityrevenue@

| colspan="3"|'''Requirement'''|Narrative description text boxThe @revenue@ variable returns the stored value with comma separators (example: 34,000.00).|To return an unformatted number, without comma separators, use @requirementsrevenue.value@.''

|bgcolor="#D1D0CE"|'''RevenueStart Date'''|bgcolor="#D1D0CE"|Associates a monetary amount with the {{l1}} [[entity]]Milestone date – initially set to current date.|bgcolor="#D1D0CE"|@revenuestartdate@

||'''Start DateTime'''||Milestone date time – initially set to current datetime.||@hour(fullstartdate)@:@startdateminute(fullstartdate)@

|bgcolor="#D1D0CE"|'''Start TimeStatus'''|bgcolor="#D1D0CE"|Milestone time – initially set to current time[[Status]] setting for the {{l1}} item.|bgcolor="#D1D0CE"|@hour(fullstartdate)@:@minute(fullstartdate)status@

||'''StatusIndicator'''||Enables the [[StatusIndicator]] setting for the {{l1}} itemfield.|@status@|''not applicable''

|bgcolor="#D1D0CE"|'''Status IndicatorTransactions'''|bgcolor="#D1D0CE"|Enables the See [[Status IndicatorTransactions]] field.|bgcolor="#D1D0CE"|''not applicable''

||'''TransactionsUTA Consumers'''|See [[Transactions]].|||''not applicable''

|bgcolor="#D1D0CE"|'''UTA Consumers(L2)''' |bgcolor="#D1D0CE"| |bgcolor="#D1D0CE"|''not applicable''

||'''UTA Consumers (L2)Providers'''||||''not applicable''

|bgcolor="#D1D0CE"|'''UTA Providers(L2)''' |bgcolor="#D1D0CE"| |bgcolor="#D1D0CE"|''not applicable''

||'''UTA Providers (L2)Workflow'''||Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.||''not applicable''

|bgcolor="#D1D0CE"|'''WorkflowInvitations'''|bgcolor="#D1D0CE"|Provides ability to attach a Enable the [[WorkflowContact_Invitations|workflowInvitation]] to feature on the {{l1}} item.|bgcolor="#D1D0CE"|''not applicable''

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