Changes

The following standard fields are available at Level 1{||-| 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 captions list of some {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of these fields such as companiesthe {{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, offices, branches, etc, are based on 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 global terminology defined through {{l1}} item to the [[Configuration MenuInternal|Configurationinternal]]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 Lookup|lookup]].||@branch@|-| colspan="3"|''See Also: [[Global SettingsInternal Branch Filter]] menu; [[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]].||''not applicable''

* '''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| bgcolor="#D1D0CE"|role]].* '''Activity ListCreated By''' - The list | bgcolor="#D1D0CE"|Stamp of Level 2 items associated with a Level 1 item. This list will be displayed at user name that created the bottom of the Level 1 item pagerecord. This field is always required if your [[Application| bgcolor="#D1D0CE"|application]] has Level 2 items.* '''Application Name'not applicable'' |- 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 TypeCreated Date''' - A combo box displaying all the Level 1 [[Template||templates]] that you define. You will always use this field if you have more than one type Stamp of Level 1 item.* '''Branch''' - Links the Level 1 item to date and time that the internal company hierarchy using a combo box. If you want to associate a Level 1 item with specific internal locations use this fieldrecord was created.* '''Close Date''' ||@createddate@|- Milestone date. You can use this for any date you need by setting the caption.* | bgcolor="#D1D0CE"|'''ContactsCurrency''' - The ability to add multiple contacts to the Level 1 item. This | bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field is used when you need to associate multiple organisations with a single Level 1 itemcontrol currency conversion. Each contact will be associated with the Level 1 item through the contact assignment See [[Role|roleCurrency Standard Field]].* | bgcolor="#D1D0CE"|@currencyname@/@currencycode@|-||'''CurrencyExchange''' ||See above.||@excurrencyname@/@excurrencycode@/@exrate@|- Used in conjunction with amount field to control currency conversion.* | bgcolor="#D1D0CE"|'''Customer''' - | bgcolor="#D1D0CE"|A company lookup field to link the Level 1 {{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 Level 1 {{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 Level 1 {{l1}} item was last modified.* | bgcolor="#D1D0CE"|@modifieddate@|-||'''Owner''' - ||Initially a link to [[User|user]] that entered the Level 1 {{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"|'Application Configuration Setting '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.|- Allow External | colspan="3"|''If you have enabled the [[Filter OwnerBased 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 allow 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 {{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"|''If you have enabled the [[Filter Person Based on Branch]] setting, this selection for this field will be designated as 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 owner details of the itemcurrent user.* |-||'''Probability''' - ||This field is only required when building a custom sales tracking [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity (Level 1 {{l1}} item).* ||@probability@|-| bgcolor="#D1D0CE"|'''Requirement''' - | bgcolor="#D1D0CE"|Narrative description text box.* | bgcolor="#D1D0CE"|@requirements@|-||'''Revenue''' - ||Associates a monetary amount with the {{l1}} [[Level 1 Entityentity]].* ||@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 Level 1 {{l1}} 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 Consumers'''||||''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 Level 1 {{l1}} item.||''not applicable''|-| bgcolor="#D1D0CE"|'''Invitations'''| bgcolor="#D1D0CE"|Enable the [[Contact_Invitations|Invitation]] feature on the {{l1}} item.| bgcolor="#D1D0CE"|''not applicable''|}

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