Changes

Jump to: navigation, search

UTA Settings - Transaction

586 bytes added, 13:14, 11 October 2017
no edit summary
* Transaction Standard fields are enabled
* UTA Transaction Settings have been enabled
* UTA Type Settings specific to Transactions have been configured as required
=Transaction Standard fields=
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access transactions associated to a {{l2}} record if they are in one of the assigned roles.
<BR><BR>
 
 
=UTA Type Settings specific to Transactions=
You can also restrict the types of transactions available for each {{l1} or {{l2} Type.
* Within the UTA, click on the Settings tab.
* On the [[main Settings page]] Click into the Level 1 '''Templates''' and select the relevant Level 1 template.
* Click on the [[View Status]] tab.
* In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template.
[[Image:DisableTransactions.PNG]]
 
 
==See Also==
{{UTASettingsLinks}}
* [[Attaching Transactions to a UTA Level 1 Record]]
Smartstaff, administrator
4,478
edits

Navigation menu