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'''Level 2 Types''' provide a method of delineating between different types varieties of [[Level 1 Types|Level 1]], [[Level 2 items.* ''Types|Level 2 Types are the equivalent of ]] and [[Level 1 Templates3 Types|TemplatesLevel 3]] at Level 1 records.''
'''NOTENote: Level 3 Types are configured the same manner as Level 2 Types. Any difference differences are noted below.'''
==Creating and Editing Types==You can configure Level 2 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:Uta91Types 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 '''Existing TypesEdit''' are listed on icon, signified by the left of pencil icon, beside the pagetype.* To copy a type, click the '''Details of each typeSave As''' are displayed on button, enter the right '''Name''', '''Caption''' and '''Display Order''' of the page new type, and press '''Save'''. To create a new types are added to type, simply select the right of '''New Type''' button, signified by the pageplus (+) sign.[[Image:Uta92Types List.png|800px]]
==Type Settings==
Each type of [[Level 2 Entity]] or [[Level 3 Entity]] has the following settings:
* '''People Workflow''' (Level 2 only) - Allows you to attach a '''Tracking Activity Assignment''' [[Workflow]] to this Type.
* '''Is Default Lock on Type''' (Level 2 onlyand Level 3) - Allows you to lock this type after creation to prevent it from being changed.* '''Display as TabIs Default Type''' - This Allows you to select which Type will be displayed on the default when a separate tab in the list of new Level 2 activities at the bottom of a or Level 1 3 recordis created.*:* '''Tab LabelNote:''' (Level 2 only) - Allows if you select more than one type to define a name for be the tab if default this will not function.* '''Display as Tab''' is select.::* ''If you use the same tab name for multiple Types they - This Type will appear be displayed on a separate tab in the list of activities at the same tab, allowing you to group related Level 2 Typesbottom of their parent record. See [[Display as Tab]] article for details.''* '''Show External''' (Level 2 only) - This check box indicates if 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.* '''[[Template / Type Formulas|Level 2 FormulaAccess Roles]]''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to Sets the [[Template / Type Formulas|Level 1 Templateroles]] formulaable to access records associated with this Type. * ''(See 'Creation Roles''' - Sets the [[Template / Type Formulasroles]])''that are able to create records with this Type.* '''Reminder SettingsAvailable Status''' - The subject and content of Select the Reminder message. These fields are only applicable if you have included reminder standard fields in your Level 2 [[Level 2 EntityStatus]]es that can be selected for this Type.* '''Follow Up SettingsEnhanced Quick Entry Status''' - The subject and content of 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 '''Follow up''' messagemain settings page. These fields If no statuses are only applicable if you have included follow up standard fields defined then it will use the statuses defined in your [[the Available Status for the specific level 2 type. If no statuses are defined there, then the Quick Entry will show all Level 2 Entity]]statuses.* '''Restrict Contact Assignment by ContactCalendar Status''' - Allows you to restrict contact assignment for this Select the Level 2 [[Status]]es in which records of this Type to named contactswill be displayed on [[Calendars]]. ::The option ''None''For examplecan be selected, if the Level 2 in which case this 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 will not be assigned to level 2 records of this type''displayed on any Calendar.* '''Restrict Contact Assignment by RoleEnabled on Level 1 Templates''': - Currently only available against level 2 tasks. Allows you to define which contact [[Role]]s can be assigned to this Level the level 1 templates that the current level 2 Typetype is associated with. ::* '''For example, if the Available to Level 2 Type is "Legal Contract", Types''' - Currently only available against level 3 tasks. Allows you may wish to specify define the level 2 types that only contacts with the role of "Lawyer" can be assigned to records of this current level 3 typeis 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 Level 2 '''Type'''. * To define these fields, click on the '''Fields''' button next to the relevant Level 2 '''Type'''. Then create the desired custom fields in the normal fashion.* The '''Display Order''' of the [[Custom Fields]] you create on a Level 2 Type works in conjunction with the '''Display Order''' on any general Level 2 or Level 3 [[Custom Fields]] that have been defined.:*:''For example, if you have a Custom Field on a Level 2 Type with Display order of 15, it would appear between the global Level 2 custom fields with display orders of 10 and 20.''* ==Notes==[[Notes Overview|Notes]] can also be added to individual Types. This feature assists system administrators keep track of the functionality and changes to individual types.
==See Also==
** [[Restricting Level 2 Types to Specific Level 1 Templates]]** [[Template / Type FormulasFormula]]** [[List View]]
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[[Category:Universal Tracking Application]]