Difference between revisions of "UTA Settings - Transaction"
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[[Image:TransactionSettings-L1TransTypeSettings.png|link==]] | [[Image:TransactionSettings-L1TransTypeSettings.png|link==]] | ||
* When [[transactions|transaction types]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record. | * When [[transactions|transaction types]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record. | ||
| − | * Transaction types can then be excluded from specific | + | * Transaction types can then be excluded from specific [[Level 1 Templates]] by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section. |
<BR><BR> | <BR><BR> | ||
=={{l1}} Transaction Access Roles== | =={{l1}} Transaction Access Roles== | ||
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[[Image:TransactionSettings-L2TransTypeSettings.png|link==]] | [[Image:TransactionSettings-L2TransTypeSettings.png|link==]] | ||
* When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record. | * When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record. | ||
| − | * Transaction types can then be excluded from specific | + | * Transaction types can then be excluded from specific [[Level 2 Types]] by editing the type and selecting the transaction type in the "Disabled Transaction Types" section. |
<BR><BR> | <BR><BR> | ||
=={{l2}} Transaction Access Roles== | =={{l2}} Transaction Access Roles== | ||
Revision as of 15:54, 27 June 2013
The Transaction Settings page of the UTA consists of several sections.
Contents
Level 1 Transaction Type Settings
- When transaction types are added to this section using the
button, a user will be able to associate transactions of this type to a Level 1 record. - Transaction types can then be excluded from specific Level 1 Templates by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section.
Level 1 Transaction Access Roles
- When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 1 record if they are in one of the assigned roles.
Level 2 Transaction Type Settings
- When transactions are added to this section using the button, a user will be able to associate transactions of this type to a Level 2 record.
- Transaction types can then be excluded from specific Level 2 Types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.
Level 2 Transaction Access Roles
- When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 2 record if they are in one of the assigned roles.
