Difference between revisions of "Working with Level 2 – Activities"
From SmartWiki
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| − | You can sometimes build a useful | + | You can sometimes build a useful [[Universal Tracking Application]] that only uses one Level. |
| − | * When you examine the [[ | + | |
| − | * Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the | + | 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. | ||
| + | * 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== | ||
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* 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. | ||
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[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 17:46, 13 July 2009
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 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.
