UTA Standard Fields

The following describes the settings for the Standard Fields found on the UTA Level 1, Level 2 and Level 3. These can be configured via the Entity tab of the UTA Settings Page.

On the 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):

Adding a field

In the left hand list of standard fields, click on the name of the standard field you wish to add.
In the right hand standard field detail frame, enter text into the "Caption" field.
Scroll to the bottom of the right hand frame and click the Save button.
The standard field will now be displayed in your UTA, using the nomenclature you have defined.

Removing a field

In the left hand list of standard fields, click on the name of the standard field you wish to delete.
Scroll to the bottom of the right hand frame 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.

Mandatory

The Mandatory check box will ensure that a value has been input into the field before the record can be saved.
This validation is not performed when if the Save Draft button (if enabled) is used to save the record.

See Statuses for details.

Read Only

The Read Only check box prevents the value in the field from being changed by the user.
The field can still be updated programmatically through the use of Template / Type Formula or Browser Scripts

Settings

The following settings are available for each standard field.

Language

When a new language is selected

Track Changes

The Track Changes check box enables tracking of any changes made to the standard field.

Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name.
Users that have been given the relevant Manager Permission will be able to view the field history.

Label

All fields with a name in this field have been enabled.

Instruction

Entry into this text box is used to provide mouse over help on a field.
Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.

Validation Message

This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.

See Validation Message for more information.

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 shown as read-only or not can be controlled using conditional statements in this box.

See Edit Condition for more information.

UTA Standard Field Settings

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