Changes

The following describes the settings for the [[Standard Field]]s are found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].

=Configuring Standard fields==Removing a field===* Click the left arrow next to the field name, or select and delete the field name from the label box.* Any fields that do not have a name in the '''Label''' section will not be used.

===Mandatory=Adding a field==* The Mandatory check box will ensure that a value has been input Click on the name of the standard field you wish to add.* Enter text into the "Caption" field before if displayed name is to be different than the record can be saveddefault name.* This validation is not performed when if Scroll to the bottom and click the '''Save Draft''' button (if enabled) is used to save the record. ::* ''See [[Statuses]] for detailsThe standard field will now be displayed in your UTA, using the nomenclature you have defined.''

===Track Changes=Removing a field==* The Track Changes check box enables tracking Click on the name of any changes made to the standard fieldyou wish to delete.::* ''Fields that have "Track Changes" enabled will be displayed with a sundial next Scroll to the field namebottom and click the Delete button.''::* ''Users that have been given the relevant [[Manager Permissions|Manager Permission]] You will be able prompted with "Are you sure to view delete the current field historysettings?" Click "Yes" if you are sure.''

==Generic Settings=Instruction===* Entry into this text box is used to provide ''mouse over'' help on a field. * Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.

===Validation Message===* This box is used to control the message that is displayed when the user does not complete a '''Mandatory''' field and attempts to save the record.::* ''See [[Validation MessageImage:StandardFieldSettingsPageArcadia.png|1000px|border]]  The following settings are available for more informationeach standard field.'' {{StandardFieldSettings}}  ==Permissions & Availability==

* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.::* ''See [[Visibility Condition]] for more information.''

* Whether or not the Standard Field is shown treated as read-only or not can be controlled using conditional statements in this box.::* ''See [[Edit Condition]] for more information.'' ===[[Role Field Permissions|Role - Field Permissions]]===These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field. ===[[Status Field Permissions|Status - Field Permissions]]===These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified. ===[[Type Field Permissions]]===These [[Type Field Permissions|settings]] allow you to control by the [[Level 1 Template|template]] or [[type]] of the record whether or not the field can be viewed.  ==People Standard Field Settings== The People Standard Field Settings are available for each standard field that relates to individuals in a UTA. This includes the following standard fields: * Level 1: Owner Standard field* Level 1: Person Standard Field* Level 1: Contacts Standard Field* Level 2: Owner Standard field* Level 2: Assign Person Standard Field* Level 3: Contact Person Standard Field* Level 2: Contact List Standard Field* Level 3: Owner Standard field* Level 3: Assigned Person Standard Field* Level 3: Contact Person Standard Field ===Lookup Scope=== [[Image:ContactLookupScope.png]] Use the radio buttons to specify whether the list of users available from the standard field are restricted to internal users, external users or both. ===Lookup Roles=== [[Image:ContactLookupRole.png]] Use the Look-up button to define which UTA roles are available from the standard field in a given UTA. If this is left blank then all roles will be available.  This setting will also work in tandem with the Look-up Scope settings, returning only internal or external users assigned to this role depending on how the Look-up scope is configured. ===Filter Lookup Results=== '''NOTE:''' This feature is only available against the level one People Standard fields.  [[Image:ContactFilterBy.png]] Checking this box means the contacts that can be selected in the standard field are restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1. ===Introduction===Available for Level 1 and Level 2: Contact, Invitations, Organizations, Activity List, UTA Providers UTA Providers (L2) and Transactions Standard Fields  Introductory text that will be shown on the Contacts tab. This field processes variables, so instructions can be different for various roles etc. ==Organization Standard Field Settings== The Organization Standard Field Settings are available for each standard field that relates to organizations or companies in a UTA. This includes the following standard fields: * Level 1: Branch Standard field* Level 1: Customer Standard Field* Level 1: Company (Account) List Standard Field* Level 2: Company (Account) List Standard Field ===Lookup Scope=== [[Image:OrgLookupScope.png|border]] Use the radio buttons to specify whether the list of organizations available from the standard field are restricted to internal organizations, external organizations or both. ===Default Lookup Category=== [[Image:DefaultLookupCategory.png]] Use the drop-down to specify what category should be preselected when you first click on the Look-up button and are presented with the screen to select the organization.  In the example above the category is set to Funding Organizations. When I click on Look-up button and access the selection screen the category drop-down should be preselected with the Funding Organizations option, and there may also a list of companies assigned to this category . [[Image:DefaultLookupCategory2.png]] ===Lookup Category=== [[Image:OrgLookupCategory.png]] Use the Look-up button to define which categories are available from the standard field in a given UTA.  If this is left blank then all categories will be available, including Organizations with no category. Setting any categories here will remove the option for no category, even if all categories are selected. This will determine the Category options that are displayed in the drop-down list within the Organization selection screen.  As such it is important that the list of available categories includes any Default Look-up Category that is selected. ===Introduction===Available for Level 1 and Level 2: Company/Account List Standard Field  Introductory text that will be shown on the Company/Account tab. This field processes variables, so instructions can be different for various roles etc. ==Invitation Standard Field Settings== The Invitation Standard Field has additional settings to cover functionality only available as part of the [[Contact Invitations]] feature. * Cancel Invitations - Field Permissions: Allow / Deny View Cancel Button options control the roles that can [[Contact_Invitations#Cancel_invitation|Cancel]] invitations. * Import Wizard - Field Permissions: Allow / Deny View Button options control the roles that can access the Invitation Import Wizard.  = Auto Assign= The Level one Owner and Customer Standard fields provide the option to Enable Auto Assign.

=If the option is set against the Customer standard field then on save the field will be not be automatically populated with the Organization details of the current external user. If the option is set against the Owner standard field then on save the field will be not be automatically populated with the details of the current user. =See Also==