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→Type Settings
'''Types''' provide a method of delineating between different types varieties of [[Level 2 1 Types|Level 21]] and , [[Level 3 2 Types|Level 32]] items.:---> ''Types at Level 2 and Level 3 are the equivalent of [[Level 1 Templates3 Types|TemplatesLevel 3]] at Level 1 records.''
'''NOTENote: Level 3 Types are configured the same manner as Level 2 Types. Any differences are noted below.'''
==Type SettingsCreating and Editing Types==You can configure Types via the '''Types''' link on the [[UTA Settings Page|Settings page]] of your [[UTA]].To navigate there: # Navigate to your [[UTA]].# Select the [[UTA Settings Page|Configuration Settings Button]], signified by the gear icon.# For [[Level 1 types]], select the second tab from the left. For [[Level 2 types]], select the third tab from the left, and so on.# Select the '''Types''' link to view the types that have been created for this level entity.<br />[[Image:Types Link.png]] Here, you will see a list of all types that have been created for this level entity. To edit or copy an existing type, simply select the '''Edit''' icon, signified by the pencil icon, beside the type. To copy a type, click the '''Save As''' button, enter the '''Name''', '''Caption''' and '''Display Order''' of the new type, and press '''Save'''. To create a new type, simply select the '''New Type''' button, signified by the plus (+) sign.[[Image:Types List.png|800px]]
==Type Settings==
Each type of [[Level 2 Entity]] or [[Level 3 Entity]] has the following settings:
* '''LanguageType ID''' - Allows you to create a languageThis is the unique identifier for this Type. See [[Typeid|Type ID]] for further information.* '''Name''' -specific display Unique name for the Type.* '''NameCaption''' - 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.* '''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.
* '''People Workflow''' (Level 2 only) - Allows you to attach a '''Tracking Activity Assignment''' [[Workflow]] to this Type.
* '''Lock on Type''' (Level 2 and Level 3) - Allows you to lock this type after creation to prevent it from being changed.
* '''Is Default Type''' - Allows you to select which Type will be the default when a new Level 2 or Level 3 record is created.
* '''Show External''' (Level 2 only) - This check box indicates whether or not this type of activity should be shown to external [[User|users]].
* '''Access RolesIs Payment''' - Select allows the ability to use SmartSimple's [[RolePayment Integration]]s that can create features with this type of activityType.* '''Available Status[[Access Roles]]''' - Select Sets the Level 2 [[Statusroles]]es that can be selected for able to access records associated with this typeType.* '''[[Template / Type Formula|Level 2/Level 3 Formula]]Creation Roles''' - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to Sets the [[Template / Type Formula|Level 1 Templateroles]] formulathat are able to create records with this Type. ''(See [[Template / Type Formula]])''* '''Reminder SettingsAvailable Status''' (- Select the 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 EntityStatus]]es that can be selected for this Type.* '''Follow Up SettingsEnhanced Quick Entry Status''' (- Select the Level 2 only) - The subject and content of [[Status]]es that will be displayed when creating level 2s via Quick Entry. Only available when the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your [[Level 2 EntityEnhanced Quick Entry|Show Enhanced Quick Entry Tab]]option is activated on the main settings page.* '''Restrict Contact Assignment by Contact''' (Level 2 only) - Allows you to restrict contact assignment If no statuses are defined then it will use the statuses defined in the Available Status for this Level the specific level 2 Type to named contactstype. ::''For exampleIf no statuses are defined there, if then the Quick Entry will show all Level 2 Type is "Dissertation Review", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name so that only they could be assigned to level 2 records of this type''statuses.* '''Restrict Contact Assignment by RoleCalendar Status''' (- Select the Level 2 only) - Allows you to define which contact [[RoleStatus]]s can be assigned to es in which records of this Level 2 Typewill be displayed on [[Calendars]]. ::The option ''None''For examplecan be selected, if the Level 2 in which case this Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can will not be assigned to records of this typedisplayed on any Calendar.''* '''Enabled on Level 1 Templates''' - Currently only available against level 2 tasks. Allows you to define the level 1 templates that the current level 2 type is associated with.* '''Available to Level 2 Types''' - Currently only available against level 3 tasks. Allows you to define the level 2 types that the current level 3 type is associated with.
----[[Image:Reminder_n_follow_upEditTypePagePt2.jpgpng|thumb|right|link=|500px|Middle Section of Level 2 Type Edit Page]]
* '''Disabled Transaction Types''' - See [[Attaching_Transactions_to_a_UTA_Level_1_Record#Restricting Transaction Types by Template|Disabled Transaction Types]] for detailed instructions.* '''[[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]])''* '''ID Used''' - Used in concert with Level 2/Level 3 Formula above. Only the custom fields with [[custom field IDs|field IDs]] entered into this section will be taken into account when running a Template/Type Formula. If this section is left blank, template formulas will run, but performance may be impacted.* '''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]].** By ''default'', if there is no '''owner standard field''' - as is the case with calendar activities - then the last person to update the activity will be set as the owner.** If there is an '''owner standard field''' enabled, then the owner will be selected when creating reminders or follow-ups.* '''Follow Up Settings''' (Level 2 only) - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your [[Level 2 Entity]].
----[[Image:Reminder_n_follow_up_2EditTypePagePt3.JPGpng|thumb|right|link=|500px|Bottom Section of Level 2 Type Edit Page]]{{RestrictContactAssignment}}
See also [[Restrict Contact Assignment]].* If there is an '''owner standard fieldScheduling Prerequisite''' enabled, then the owner will be selected when creating reminders or follow-ups.
==Type Custom Fields==
You can define [[Custom Fields]] that will appear only on the Level 2 or Level 3 records of a given '''Type'''.
* To define these fields, click on the '''Fields''' button next to the relevant '''Type'''. Then create the desired custom fields in the normal fashion.
* The '''Display Order''' of the [[Custom Fields]] you create on a Type works in conjunction with the '''Display Order''' on any general Level 2 or Level 3 [[Custom Fields]] that have been defined.
==See Also==
** [[Restricting Level 2 Types to Specific Level 1 Templates]]** [[Template / Type Formula]]** [[List View]]
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[[Category:Universal Tracking Application]]