Difference between revisions of "Working with Level 2 – Activities"
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(→Steps to Activate Level 2 items) |
(→Steps to Activate Level 2 items) |
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* Choose the standard fields using the '''Application Configuration''' page. | * Choose the standard fields using the '''Application Configuration''' page. | ||
* Create the [[Custom Field|custom fields]] for Level 2 using either the '''Application Configuration''' page OR the '''Application Settings''' page. | * Create the [[Custom Field|custom fields]] for Level 2 using either the '''Application Configuration''' page OR the '''Application Settings''' page. | ||
| − | * Define | + | * Define Level 2 '''[[Creating Level 2 Types|Types]]''' using the '''Application 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 '''Application Settings''' page. |
| − | * Define the | + | * Define the [[List View]] for Level 2 items. |
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 16:41, 13 July 2009
You can sometimes build a useful tracking application by just using the Level 1 Entity. But when you need to track “transactions” of some kind associated with the Level 1 item, you will then 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 built-in fields that related to 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 Application Configuration page.
- Create the custom fields for Level 2 using either the Application Configuration page OR the Application Settings page.
- Define Level 2 Types using the Application 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 Application Settings page.
- Define the List View for Level 2 items.
