Difference between revisions of "Working with Level 2 – Activities"
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| − | You can sometimes build a useful | + | You can sometimes build a useful [[Universal Tracking Application]] that only uses one Level. |
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| + | If you need to track “transactions” of some kind associated with the Level 1 item you will need to create a two level [[UTA]]. | ||
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* When you examine the [[Built-in Field|built-in fields]] for the Level 2 (and Level 3) [[Entity|entities]] you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics. | * When you examine the [[Built-in Field|built-in fields]] for the Level 2 (and Level 3) [[Entity|entities]] you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics. | ||
| − | * Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the | + | * Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the Standard Fields for the Level 2 activities and use [[Custom Field|custom fields]] for the rest of the [[Entity|entity]]. |
==Steps to Activate Level 2 items== | ==Steps to Activate Level 2 items== | ||
The steps to activate the [[Level 2 Entity]] are similar to the [[Level 1 Entity]]. | The steps to activate the [[Level 2 Entity]] are similar to the [[Level 1 Entity]]. | ||
| − | * Choose the standard fields using the | + | * Choose the standard fields using the [[UTA Settings - Entity]] page. |
| − | * Create the [[Custom Field|custom fields]] for Level 2 using either the | + | * Create the [[Custom Field|custom fields]] for Level 2 using either the [[UTA Settings - Entity]] page OR the [[UTA Settings - Settings|main UTA settings]] page. |
| − | * Define | + | * Define [[Level 2 Types]] using the [[UTA Settings - Settings|main UTA settings]] page. (The term ''Type'' at Level 2 and Level 3 is the equivalent of ''Template'' at Level 1) |
| − | * Define the Level 2 | + | * Define the Level 2 [[Statuses]] using the [[UTA Settings - Settings|main UTA settings]] page. |
| − | * Define the | + | * Define the [[List View]] for Level 2 items using the [[UTA Settings - Settings|main UTA settings]] page. |
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| + | {| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px" | ||
| + | | [[Image:Previous.png|link=Accessing Level 1 from Other Screens]] [[Accessing Level 1 from Other Screens]] | ||
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| + | | [[Configuring the Level 2 Entity]] [[Image:Next.png|link=Configuring the Level 2 Entity]] | ||
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| − | [[Category:Universal Tracking Application | + | [[Category:Universal Tracking Application]] |
Latest revision as of 12:04, 27 July 2016
You can sometimes build a useful Universal Tracking Application that only uses one Level.
If you need to track “transactions” of some kind associated with the Level 1 item you will need to create a two level UTA.
- When you examine the built-in fields for the Level 2 (and Level 3) entities you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics.
- Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the Standard Fields for the Level 2 activities and use custom fields for the rest of the entity.
Steps to Activate Level 2 items
The steps to activate the Level 2 Entity are similar to the Level 1 Entity.
- Choose the standard fields using the UTA Settings - Entity page.
- Create the custom fields for Level 2 using either the UTA Settings - Entity page OR the main UTA settings page.
- Define Level 2 Types using the main UTA settings page. (The term Type at Level 2 and Level 3 is the equivalent of Template at Level 1)
- Define the Level 2 Statuses using the main UTA settings page.
- Define the List View for Level 2 items using the main UTA settings page.
 Accessing Level 1 from Other Screens
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Configuring the Level 2 Entity 
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