Changes

Types

367 bytes added, 17:31, 18 September 2013
Type Settings
Each type of [[Level 2 Entity]] or [[Level 3 Entity]] has the following settings:
* '''Status ID''' - This is the unique identifier for this Type. See [[Typeid|Type ID]] for further information.
* '''Language''' - Allows you to create a language-specific display name for the Type.
* '''Name''' - Unique name for the Type.* '''Caption''' - Display name for the Type. See [[Caption]] for further information.* '''Display Order''' - The order in which the types are listed in the type combo box. See [[Display Order]] for further information.
* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.
* '''Colour Color Code''' - A colour color code used to display different types in the list view.
* '''People Workflow''' (Level 2 only) - Allows you to attach a '''Tracking Activity Assignment''' [[Workflow]] to this Type.
* '''Is Default Type''' - Allows you to select which Type will be the default when a new Level 2 or Level 3 record is created.
* '''Tab Label''' (Level 2 only) - Allows you to define a name for the tab if '''Display as Tab''' is selected. See [[Display as Tab]] article for details.
* '''Show External''' (Level 2 only) - This check box indicates whether or not this type of activity should be shown to external [[User|users]].
* '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this Type.* '''Creation Roles''' - Select Sets the [[Roleroles]]s that can are able to create records with this type of activityType.* '''Available Status''' - Select the Level 2 [[Status]]es that can be selected for this typeType.* '''Calendar Status''' - Select the Level 2 [[Status]]es in which records of this Type will be displayed on [[Calendars]].
* '''[[Template / Type Formula|Level 2/Level 3 Formula]]''' - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to the [[Template / Type Formula|Level 1 Template]] formula. ''(See [[Template / Type Formula]])''
* '''Reminder Settings''' (Level 2 only) - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].
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