Working with Level 2 – Activities

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 the Types of Level 2 entities using the Application Settings page. Instead of “template’ the word “type” is used for Level 2 and Level 3.
• Define the Level 2 statuses using the Application Settings page.
• Define the List view for Level 2 items.