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Upgrades by Category

1,130 bytes added, 19:49, 29 April 2013
UTA Enhancements
You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
|April 2009
|+
|[[Status#Status Settings|Submitted URL Redirect]]
* A '''Submitted URL''' option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.
* ''For example, you may want the user to be returned to their standard Portal View whenever a record is closed.''
|May 2009
|+
|[[Advanced Logic|Suppress New Level 2 or Level 3 Buttons]]
* [[Advanced Logic]] is being put in place to allow you to suppress the '''New''' button used to create Level 2 or Level 3 activities.
* ''For example, you may want to prevent creation of new Level 2 records when the associated Level 1 record has a Status of '''Closed'''.''
|May 2009
|+
|[[Batch Update|Batch Update Owner Field]]
* On the '''Batch Update''' tab you will now be able to change the '''Owner''' of many records as a batch. This is done in the same way that you can batch update the '''Status''' of a number of records all at once.
|May 2009
|+
|[[Cross-UTA Transactions]]
* UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.
|May 2009
|}
 
===Custom Fields===
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