Changes

Types

295 bytes added, 18:46, 18 September 2013
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* '''Calendar Status''' - Select the Level 2 [[Status]]es in which records of this Type will be displayed on [[Calendars]].
* '''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.
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[[Image:EditTypePagePt2.png|thumb|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]].
 
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* '''Restrict Contact Assignment by Contact''' (Level 2 only) - Allows you to restrict contact assignment for this Level 2 Type to named contacts.
::''For example, if the 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''
* '''Restrict Contact Assignment by Role''' (Level 2 only) - Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type.
::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.''
* '''Restrict Contact Assignment Role List'''
* '''Scheduling Prerequisite'''
* '''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.
 
==Reminder & Follow-up Settings==
 
[[Image:Reminder_n_follow_up.jpg]]
* 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 field''' enabled, then the owner will be selected when creating reminders or follow-ups.
==Type Custom Fields==
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