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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.'''
==Links to Related Configuration PagesCreating and Editing Types==The Type You can configure Types via the '''Types''' link on the [[UTA Settings Page|Settings page has ]] of your [[UTA]].To navigate there: # Navigate to your [[UTA]].# Select the following links [[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 other configuration pages:<br />view the types that have been created for this level entity.<br />[[Image:TypeButtonsTypes Link.png|link=|250px]]* 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''', '''Template PageCaption''' and '''Display Order''' of the new type, and press '''Save''' - See [[Template Page]] for information.* To create a new type, simply select the '''Status TriggerNew Type''' - See [[Cascading Status Changes]] page for informationbutton, signified by the plus (+) sign.[[Image:EditTypePagePart1Types List.png|thumb|500px|Top of Level 2 Type Edit Page|link=800px]]
==Type Settings==
Each type of [[Level 2 Entity]] or [[Level 3 Entity]] has the following settings:
* '''Type ID''' - This is the unique identifier for this Type. See [[Typeid|Type ID]] for further information.
* '''Name''' - Unique name for the Type.
* '''Caption''' - Display name for the Type. See [[Caption]] for further information.
* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.
* '''Color Code''' - A 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]].
* '''Is Payment''' - allows the ability to use SmartSimple's [[Payment Integration]] features with this Type.
* '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this Type.
* '''Creation Roles''' - Sets the [[roles]] that are able to create records with this Type.
* '''Available Status''' - Select the Level 2 [[Status]]es that can be selected for this Type.
* '''Enhanced Quick Entry Status''' - Select the Level 2 [[Status]]es that will be displayed when creating level 2s via Quick Entry. Only available when the [[Enhanced Quick Entry|Show Enhanced Quick Entry Tab]] option is activated on the main settings page. If no statuses are defined then it will use the statuses defined in the Available Status for the specific level 2 type. If no statuses are defined there, then the Quick Entry will show all Level 2 statuses.
* '''Calendar Status''' - Select the Level 2 [[Status]]es in which records of this Type will be displayed on [[Calendars]]. The option ''None'' can be selected, in which case this Type will not be displayed 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. ----* '''Associated Parent Settings - Source''' - Currently only available against level 3 tasks. Provides ability to select between 2 level two entities in the same UTA or in related provider UTAs. Used in conjunction with the [[Standard Level 3 Field List|Associated Parent]] standard field.* '''Associated Parent Settings - Level 2 Activity Status''' - Currently only available against level 3 tasks. Allows selection of the level 2 statuses, based on the selected source, with the selected statuses controlling what is displayed in the [[Standard Level 3 Field List|Associated Parent]] standard field.* '''Associated Parent Settings - Level 2 Activity Type''' - Currently only available against level 3 tasks. Allows selection of the level 2 types, based on the selected source, with the selected types controlling what is displayed in the [[Standard Level 3 Field List|Associated Parent]] standard field.
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[[Image:EditTypePagePt2.png|thumb|right|link=|500px|Middle Section of Level 2 Type Edit Page|link=]]
* '''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]].
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[[Image:EditTypePagePt3.png|thumb|right|link=|500px|Bottom Section of Level 2 Type Edit Page|link=]]
{{RestrictContactAssignment}}
See also [[Restrict Contact Assignment]].
* '''Scheduling Prerequisite'''
==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.
==Notes==
==See Also==
** [[Restricting Level 2 Types to Specific Level 1 Templates]]** [[Template / Type Formula]]** [[List View]]
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[[Category:Universal Tracking Application]]
