Difference between revisions of "Working with Level 2 – Activities"

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(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 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)
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* 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 Level 2 [[Statuses]] using the '''Application Settings''' page.
 
* Define the [[List View]] for Level 2 items.
 
* Define the [[List View]] for Level 2 items.
  
 
[[Category:Universal Tracking Application]]
 
[[Category:Universal Tracking Application]]

Revision as of 16:53, 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.