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The following describes the settings for the [[Standard Field]]s are found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].
→Introduction
=UTA Standard Fields=
*On the [[UTA Settings - Entity|Entity tab]], click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
*The following page will be displayed ''(example shown is Level 1 standard fields)'':
{{StandardFieldEditPage}}
=Configuring Standard fields=
==Adding a field==
* Click on the name of the standard field you wish to add.
* Enter text into the "Caption" field if displayed name is to be different than the field default name.
* Scroll to the bottom and click the Save button.
* The standard field will now be displayed in your UTA, using the nomenclature you have defined.
==Removing a field==
* Scroll to the bottom and click the Delete button.
* You will be prompted with "Are you sure to delete the current field settings?" Click "Yes" if you are sure.
==Generic Settings==
[[Image:StandardFieldSettingsPageArcadia.png|800px1000px|border]]
The following settings are available for each standard field.
{{StandardFieldSettings}}
==Permissions & Availability==
===Visibility Condition===
*Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
:*''See [[Visibility Condition]] for more information.''
===Edit Condition===
*Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.
:*''See [[Edit Condition]] for more information.''
===[[Role Field Permissions|Role - Field Permissions]]===
These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
===[[Status Field Permissions|Status - Field Permissions]]===
These [[Type Field Permissions|settings]] allow you to control by the [[Level 1 Template|template]] or [[type]] of the record whether or not the field can be viewed.
==People Standard Field Settings==
The People Standard Field Settings are available for each standard field that relates to individuals in a UTA. This includes the following standard fields:
* Level 3: Assigned Person Standard Field
* Level 3: Contact Person Standard Field
===Lookup Scope===
Use the radio buttons to specify whether the list of users available from the standard field are restricted to internal users, external users or both.
===Lookup Roles===
This setting will also work in tandem with the Look-up Scope settings, returning only internal or external users assigned to this role depending on how the Look-up scope is configured.
===Filter Lookup Results===
===Introduction===
Available for Level 1 and Level 2: Contact , Invitations, Organizations, Activity List , UTA Providers UTA Providers (L2) and Transactions Standard FieldFields
Introductory text that will be shown on the Contacts tab. This field processes variables, so instructions can be different for various roles etc.
==Organization Standard Field Settings==
The Organization Standard Field Settings are available for each standard field that relates to organizations or companies in a UTA. This includes the following standard fields:
* Level 1: Branch Standard field
* Level 1: Customer Standard Field
* Level 1: Company (Account) List Standard Field* Level 2: Company (Account) List Standard Field
===Lookup Scope===
[[Image:DefaultLookupCategory2.png]]
===Lookup Category===
Use the Look-up button to define which categories are available from the standard field in a given UTA.
If this is left blank then all categories will be available, including Organizations with no category. Setting any categories here will remove the option for no category, even if all categories are selected.
This will determine the Category options that are displayed in the drop-down list within the Organization selection screen.
Introductory text that will be shown on the Company/Account tab. This field processes variables, so instructions can be different for various roles etc.
==Invitation Standard Field Settings==
The Invitation Standard Field has additional settings to cover functionality only available as part of the [[Contact Invitations]] feature.
* Cancel Invitations - Field Permissions: Allow / Deny View Cancel Button options control the roles that can [[Contact_Invitations#Cancel_invitation|Cancel]] invitations.
* Import Wizard - Field Permissions: Allow / Deny View Button options control the roles that can access the Invitation Import Wizard.
= Auto Assign=