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Types

2,687 bytes added, 21:00, 30 November 2021

→‎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 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:

* '''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.* '''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.

* '''Is Default Lock on Type''' (Level 2 onlyand 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.:*:* '''Note:''' if you select more than one type to be the default this will not function.* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of Level 2 activities at the bottom of a Level 1 their parent record. See [[#Displaying on Tabs|below]] for details.::* ''(or in the list of Level 3 activities at the bottom of a Level 2 record)''* '''Tab Label''' (Level 2 only) - Allows you to define a name for the tab if '''Display as Tab''' is selected. See [[#Displaying on Tabs|below]] 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 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/Level 3 FormulaAccess 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 Formulas|Level 1 Templateroles]] formulaable to access records associated with this Type. * '''Creation Roles'''(See - Sets the [[Template / Type Formulasroles]])''that are able to create records with this Type.* '''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 [[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''' (- Select the Level 2 only) - Allows you to restrict contact assignment for [[Status]]es in which records of this Level 2 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''' (Level - Currently only available against level 2 only) - 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.''

===Displaying on Tabs===----Selecting the * '''Display as TabAssociated Parent Settings - Source''' setting for a given Level 2 (or Level - Currently only available against level 3) Type will cause that Type tasks. Provides ability to be displayed on a separate tab select between 2 level two entities in the list of Level 2 (same UTA or in related provider UTAs. Used in conjunction with the [[Standard Level 3) activities at the bottom of a Level 1 (or Field List|Associated Parent]] standard field.* '''Associated Parent Settings - Level 2) recordActivity Status''' - Currently only available against level 3 tasks.* By default Allows selection of the label level 2 statuses, based on the tab will selected source, with the be the name of selected statuses controlling what is displayed in the [[Standard Level 2 or 3 TypeField List|Associated Parent]] standard field.* You can also use the '''Tab LabelAssociated Parent Settings - Level 2 Activity Type''' setting (Level 2 - Currently only) to define a custom name for the tabavailable against level 3 tasks.* If you use Allows selection of the same tab name for multiple Level level 2 Types they will appear types, based on the same tabselected source, allowing you to group related with the selected types controlling what is displayed in the [[Standard Level 2 Types3 Field List|Associated Parent]] standard field.

----

[[Image:EditTypePagePt2.png|thumb|right|link=|500px|Middle Section of Level 2 Type Edit Page]]

Once * '''Display as TabDisabled 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]]''' has been enabled you can customize - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to the [[List ViewTemplate / Type Formula|Level 1 Template]] formula. ''(See [[Template / Type Formula]] for )''* '''ID Used''' - Used in concert with Level 2/Level 3 Formula above. Only the items listed on that tab: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 [[Image:TLVLevel 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.pngThese fields are only applicable if you have included follow up standard fields in your [[Level 2 Entity]].

* Types that are not displayed on their own tabs will appear on the first tab ('''Other Level 2 Types''') and will use the ----[[List View]] that is configured on the '''Settings''' pageImage:EditTypePagePt3.* If you use the same Tab Label for more than one png|thumb|right|link=|500px|Bottom Section of Level 2 Type (thus grouping multiple Types onto the same Tab) it will also use the [[List ViewEdit Page]] configured on the Settings page, the same [[List View]] as the '''Other Level 2 Types''' tab.{{RestrictContactAssignment}}

==Reminder & Follow-up Settings==  See also [[Image:Reminder_n_follow_up.jpgRestrict Contact Assignment]] * 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. [[Image:Reminder_n_follow_up_2.JPG]] * 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.

:*:''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]]

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Garrett Alford

Smartstaff

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