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Attaching Transactions to a UTA Level 1 Record

45 bytes added, 14:18, 22 July 2013
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This can be enabled as follows:
* Within On the [[UTA under Settings Page]], click on Application Configurationthe General tab.* In the Application Settings section click to enable , select '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''
* Save the page
* Scroll down A new tab, "Transactions," will appear. Switch to the '''Transaction Type SettingsTransactions''' Section tab and select the transaction types you wish to enable for this UTA
When viewing a Level 1 {{l1}} record a section will now appear with a Tab for each of the [[Transaction Types ]] you have enabled.
==Restricting Transaction Types by Template==
You can also restrict the types of transactions available for each Level 1 Template.
* Within the UTA under Settings , click on Application Configurationthe Settings tab.* On the [[main Settings page]] Click into the Level 1 '''Templates''' and select the relevant Level 1 templates,template.* Click on the "View Status" tab.
* In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template.
[[Image:DisableTransactions.PNG]]
[[Category:Universal Tracking Application]][[Category:Transactions]]
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