Smartstaff, administrator
3,320
edits
Changes
→Application Settings
:{{UTASettingsTabs}}[[Image:Uta_settings.png|link=]]
The General Settings page of the UTA consists of several sections.
==Terminology Settings==
[[Image:GeneralSettingsPageUTA -TerminologySettingsGeneral Settings 20170615.png|link==|border]]
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
* '''Application ID''': A static listing of the [[Application ID]] of this {{UTA}}.
* '''Language''': The language associated with the terminology settings. Multiple languages can be configured.
* '''Menu Name''': The application name that will display on the left navigation bar.
* '''Title Bar Name''': The name that will display at the top Title Bar when application is open.
* '''Description''': Text that allows you to describe your application.
* '''Template/TemplatesApplication''': Nomenclature for singular and plural references to {{l1}}s.
* '''Activity/Activities''': Nomenclature for singular and plural references to {{l2}}s.
* '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s.
* '''Form/Forms''': Nomenclature for singular and plural references to Forms.
* '''SkillInterest/SkillsInterests''': Nomenclature for singular and plural references to skills. This options only appears when the [[Skill Settings]] is turned on within the UTAinterests.
==Application Settings==
[[Image:GeneralSettingsPageGeneral-ApplicationSettingsapplication_settings.png|link==]]
* '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.
** '''Disable My Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Activities" in this UTA.
** '''Enable Activity Creation on Contact Profile''' - Allows you to create a new activity from a contact profile, automatically associating that contact with the activity.
** '''Enable Activity Tab on Organization Profile''' - Displays list of activities associated with the organization under their profile.
** '''Enable Activity Tab on Contact Profile''' - Displays list of activities associated with the contact under their profile.
* '''Enable Level 3 Activities - Use to specify that activities have level 3 activities''' - Enables {{l3}}s to be used in this application. Once this option has been selected, the configuration options for {{l3}}s will be visible.
** '''Disable Level 3 Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Level 3s" in this UTA.** '''Enable Level 3 Activity Creation on Contact Profile''' - Displays list of level 3 activities associated with the contact under their profile.* '''Enable Transactions - Add UTA transactions and attribute personal and organisation organization transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].
* '''Enable Invoicing - Use Invoicing features in this application''' - Enables [[invoice]]s to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''
* '''Enable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application.
* '''Enable Auto Assignment - Assign people to entities at different level automatically''' - Enables [[Auto Assignments]] to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.
* '''Enable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.
* '''Enable Content Management - Use Content Management features in this application''' -
* '''Enable Aggregration - Use this application as a repository for all other UTAsGroup Tabs''' - Enabling Use this will turn the UTA to group menu's for invoicing, transactions related tabs into an aggregation UTA, allowing a generic menu item at the definition of the association between equivalent fields in each UTAtop menu bar. * '''Auto Assignment Settings Enable File Search''' - Settings for people assignment at different levelsTurns on File Search Feature. A '''Search Files''' - tab appears on the UTA menu bar.* '''Web Service Settings - Enable and manage Web service (SOAP) for grantsGrant Creation on Organization Profile''' -<BR><BR> ==Connectivity Settings==[[Image:GeneralSettingsPage-ConnectivitySettingsAllows users in selected roles to create a new grant from the organization automatically attaching them.png|link==]]* '''Is Shadow Application - This application is linked to another applicationEnable Grant Tab on Organization Profile''' - Checking this box indicates that this UTA is a [[Creating and Enabling a Shadow Application|Shadow Application]], and will expose Displays list of grants associated with the organization under their profile.* '''Shadow Application SettingsEnable Grant Tab on Contact Profile''' section at the bottom - Displays list of grants associated with the pagecontact under their profile. * '''Enable Data Exchange Disable Organization Menu Tab''' - Share application information with other instances of SmartSimpleThe '''Organizations''' - Checking this box indicates that this UTA tab will permit transferring information between individual instances using SmartSimple's [[UTA Data Exchange|Date Exchange]] functionalitybe removed from the menu bar. * '''Enable UTA Connection as Receiver Disable Contact Menu Tab''' - UTAs can be linked to other UTAsThe '''Contacts''' -tab will be removed from the menu bar.* '''Enable UTA Connection as Provider - UTAs can be linked to other UTAsDisable Report Menu Tab''' -* The '''UTA Connection Roles - Configure Grant connection rolesReports''' - tab will be removed from the menu bar.* '''Shadow L1 Connection Settings - Configure Shadow L1 UTA connection settingsRegistration Pages''' -Takes you to the [[Universal Tracking Application – Registration Page Feature|configuration page to allow web registrations]].* '''Shadow L2 Connection Settings - Configure Shadow L2 UTA connection settingsBI Dashboard''' -See [[BI Dashboard]] for more information.
==See Also==
