Changes

| bgcolor="#D1D0CE"|'''AccountsField Name'''|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 bgcolor="#D1D0CE"|'''Description'''| bgcolor="#D1D0CE"|'''[[RoleVariable_List#Level_1|roleAssociated Variable]].|''not applicable''

|bgcolor=#D1D0CE|'''Activity ListAccounts'''|bgcolor=#D1D0CE|The list of Provides the ability to add multiple accounts to the {{l2l1}} items associated item. This field is used when you need to associate multiple organizations with a single {{l1}} item. This list Each account will be displayed at the bottom of associated with the {{l1}} item page. This field is always required if your through the company [[ApplicationRole|applicationrole]] has {{l2}} items.|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''Application NameActivity List'''|A name for the bgcolor="#D1D0CE"|The list of {{l2}} items associated with a {{l1}} item – if required. If used, this name This list will be displayed in at the bottom of the title bar for that {{l1}} itempage. This field is always required if your [[Application|application]] has {{l2}} items.|@name@bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''Application Template TypeName'''|bgcolor=#D1D0CE|A combo box displaying all name for the {{l1}} [[Template|templates]] that you defineitem – if required. You If used, this name will always use this field if you have more than one type of {{l1}} be displayed in the title bar for that item.|bgcolor=#D1D0CE|@typename@

| bgcolor="#D1D0CE"|'''BranchApplication Template Type'''|Links bgcolor="#D1D0CE"|A combo box displaying all the {{l1}} item to the [[InternalTemplate|internaltemplates]] company [[Hierarchy|hierarchy]] using a combo boxthat you define. If You will always use this field if you want to associate a have more than one type of {{l1}} item with specific internal locations use this field.| bgcolor="#D1D0CE"|@branchtype@

|colspan="3"|''See Also: 'Branch'''||Links the {{l1}} item to the [[Internal |internal]] company [[Hierarchy|hierarchy]]. 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 FilterLookup|lookup]]''.||@branch@

|bgcolorcolspan=#D1D0CE"3"|''See Also: [[Internal Branch Filter]]; [[Enable Branch Lookup]]'Close Date'''|bgcolor=#D1D0CE|Milestone date. You can use this for any date you need by setting the caption.|bgcolor=#D1D0CE|@closedate@

| bgcolor="#D1D0CE"|'''ContactsClose Date'''|The ability to add multiple contacts to the {{l1}} itembgcolor="#D1D0CE"|Milestone date. This field is used when You can use this for any date you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with by setting the {{l1}} item through the contact assignment [[Role|role]]caption.|''not applicable''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"|'''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|@currencyclient@|-||'''Description'''||Narrative description text box.||@description@

| bgcolor="#D1D0CE"|'''Currency ExchangeEnd Date'''|See abovebgcolor="#D1D0CE"|Milestone date – initially set to current date.| bgcolor="#D1D0CE"|@excurrency@/@exrateenddate@

|bgcolor=#D1D0CE|'''CustomerEnd Time'''|bgcolor=#D1D0CE|A company lookup field Milestone time – initially set to link the {{l1}} item to one specific companycurrent time.|bgcolor=#D1D0CE|@clienthour(fullenddate)@:@minute(fullenddate)@

| bgcolor="#D1D0CE"|'''DescriptionFolders'''|Narrative description text boxbgcolor="#D1D0CE"|Provides the ability to link the {{l1}} item to a [[Smart Folder]].|@description@bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''End DateModified By'''|bgcolor=#D1D0CE|Milestone date – initially set to current dateUser that last modified the {{l1}} item.|bgcolor=#D1D0CE|@enddatemodifiedby@- returns user name<br />@modifiedbyid@ - returns user id

| bgcolor="#D1D0CE"|'''End TimeModified Date'''|Milestone time – initially set to current timebgcolor="#D1D0CE"|Date that the {{l1}} item was last modified.| bgcolor="#D1D0CE"|@hour(fullenddate)@:@minute(fullenddate)modifieddate@

|bgcolor=#D1D0CE|'''FoldersOwner'''|bgcolor=#D1D0CE|Provides the ability Initially a link to link [[User|user]] that entered the {{l1}} item to a [[Smart Folder]].|bgcolor=#D1D0CE|''not applicable''@owner@

| colspan="3"|'''Modified Date'''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|Date that external]] contact to be designated as the owner of the {{l1}} item was last modified.|@modifieddate@''

|bgcolorcolspan=#D1D0CE"3"|'''Owner'''|bgcolor=#D1D0CE|Initially a link to If you have enabled the [[User|userFilter Owner 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"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity|Entity tab of the UTA Settings PageFilter Owner Based on Branch]]setting, this selection for this field will allow an [[External|external]] contact be restricted to be designated as those contacts that reside under the owner of the item{{l1}} branch field.''

|colspan="3"|''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"|'''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" 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"|'''Probability'''|bgcolor=#D1D0CE|This field is only required when building a custom If you have enabled the [[Sales TrackingFilter Person Based on Branch]] [[Application|application]] and you wish setting, this selection for this field will be restricted to track those contacts that reside under the probability of winning an opportunity ({{l1}} item)branch.|bgcolor=#D1D0CE|@probability@''

| colspan="3" bgcolor="#D1D0CE"|'''Requirement'''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Narrative description text boxEnable 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.|@requirements@

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

| bgcolor="#D1D0CE"|'''Start DateRequirement'''|Milestone date – initially set to current datebgcolor="#D1D0CE"|Narrative description text box.| bgcolor="#D1D0CE"|@startdaterequirements@

|bgcolor=#D1D0CE|'''Start TimeRevenue'''|bgcolor=#D1D0CE|Milestone time – initially set to current timeAssociates a monetary amount with the {{l1}} [[entity]].|bgcolor=#D1D0CE|@hour(fullstartdate)@:@minute(fullstartdate)revenue@

| colspan="3"|'''Status'''|[[Status]] setting for The @revenue@ variable returns the {{l1}} itemstored value with comma separators (example: 34,000.00).|To return an unformatted number, without comma separators, use @statusrevenue.value@.''

|bgcolor="#D1D0CE"|'''Status IndicatorStart Date'''|bgcolor="#D1D0CE"|Enables the [[Status Indicator]] fieldMilestone date – initially set to current date.|bgcolor="#D1D0CE"|''not applicable''@startdate@

||'''TransactionsStart Time'''|See [[Transactions]]|Milestone time – initially set to current time.|''not applicable''|@hour(fullstartdate)@:@minute(fullstartdate)@

|bgcolor="#D1D0CE"|'''UTA ConsumersStatus''' |bgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} item.|bgcolor="#D1D0CE"|''not applicable''@status@

||'''UTA Consumers (L2)Status Indicator'''||Enables the [[Status Indicator]] field.||''not applicable''

|bgcolor="#D1D0CE"|'''UTA ProvidersTransactions''' |bgcolor="#D1D0CE"|See [[Transactions]].|bgcolor="#D1D0CE"|''not applicable''

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

|bgcolor="#D1D0CE"|'''WorkflowUTA 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 {{l1}} item.|bgcolor="#D1D0CE"|''not applicable''

 {| 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]]