UTA Settings - Entity

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This page of the UTA Settings consists of several sections.

Level 1 Settings

The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above example, Level 1s have been named "Level 1s."

UTAEntitySetting1.png

The Level 1 Settings section contains links to the following pages:

  • Standard Fields - Enable and manage standard fields for level 1s - A list of all baseline standard fields for your Level 1 entity.
  • Custom Fields - Create and manage custom fields for Level 1s - A list of all baseline custom fields for your Level 1 entity.
  • Deleted Level 1s - Restore deleted level 1s - means of restoring any Level 1s that may have been deleted in error.
  • Enable Calendar - Enable to specify that each level 1 has a calendar that will display all the associated level 2s -
  • Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it
  • Enable Record Lock - Prevent concurrent edit access to level 1s
  • Enable External Owners - Allow external users to own level 1s
  • Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled
  • Default Level 1 Duration
  • Internal Branch Filter
  • Level 1 Formula
  • Level 1 Formula ID Used
  • Level 1 Visibility Condition ID Used
  • Level 1 Delete Redirect Template