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

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

Configuring the Level 2 Entity