Working with Level 2 – Activities
From SmartWiki
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 Standard 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 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.
