4,401
edits
Changes
no edit summary
==Adding the Standard fields for Level 1==
In this article, you will choose from the built-in field lists for Level 1 and then add [[Custom Field|custom fields]] to complete the [[Level 1 Entity]].
As standard fields can only be added through the '''Configuration''' page you need to access this page before you begin. There are a number of methods to access the '''Configuration''' page.
1. Click '''Configuration''', '''Tracking Applications'''.
[[Image:Uta31.png]]
2. Click the '''Edit''' button for the '''Contract Tracking''' application.
Alternatively, you can access the '''Configuration''' page from the [[Application|application]].
3. Click the '''Application name''' in the [[Application]] [[Menu|menu]].
4. Click the '''Settings''' tab.
5. Click the '''Application Configuration''' link.
The Application Configuration page is displayed.
6. Click '''Contract Settings''', '''Standard Fields''' link.
[[Image:Uta32.png]]
The Standard field list is displayed.
[[Image:Uta33.png]]
This page is used to determine which standard [[Level 1 Entity]] fields you wish to use in your [[Application|application]].
==Level 1 Standard Field Features==
* '''Adding a field''' – Click the right arrow next to the field name and the field name will be copied to the label box. [[Image:Uta34.png]]
* '''Adding and renaming a field''' – Type a new caption for the field in the label box.
* '''Removing a field''' – Click the left arrow next to the field name or select and delete the field name from the label box. [[Image:Uta35.png]]
* '''To provide mouse over help on a field''' – Type the help in the instruction box to the right of the label box.
* Clicking the '''Mandatory''' check box will make the field required before the record can be saved.
==Standard Level 1 Field List==
The following standard fields are available at Level 1. The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.
* '''Accounts''' - Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each account will be associated with the Level 1 item through the company [[Role|role]].
* '''Activity List''' - The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your [[Application|application]] has Level 2 items.
* '''Application Name''' - A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item.
* '''Application Template Type''' - A combo box displaying all the Level 1 [[Template|templates]] that you define. You will always use this field if you have more than one type of Level 1 item.
* '''Branch''' - Links the Level 1 item to the internal company hierarchy using a combo box. If you want to associate a Level 1 item with specific internal locations use this field.
* '''Close Date''' - Milestone date. You can use this for any date you need by setting the caption.
* '''Contacts''' - The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment [[Role|role]].
* '''Currency''' - Used in conjunction with amount field to control currency conversion.
* '''Customer''' - A company lookup field to link the Level 1 item to one specific company.
* '''Description''' - Narrative description text box.
* '''End Date''' - Milestone date – initially set to current date.
* '''End Time''' - Milestone time – initially set to current time.
* '''Folders''' - Provides the ability to link the Level 1 item to a [[SmartFolder]].
* '''Modified Date''' - Date that the Level 1 item was last modified.
* '''Owner''' - Initially a link to [[User|user]] that entered the Level 1 item. If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.
* '''Probability''' - This field is only required when building a custom sales tracking [[Application|application]] and you wish to track the probability of winning an opportunity (Level 1 item).
* '''Requirement''' - Narrative description text box.
* '''Revenue''' - Associates a monetary amount with the [[Level 1 Entity]].
* '''Start Date''' - Milestone date – initially set to current date.
* '''Start Time''' - Milestone time – initially set to current time.
* '''Status''' - Status setting for the Level 1 item.
* '''Workflow''' - Provides ability to attach a [[Workflows|workflow]] to the Level 1 item.
==Selecting the Standard Fields for the Contract Entity==
Next you will select and rename the standard fields that you will need to use for the Contract Tracking [[Applications|applications]].
1. Set the standard fields as follows:
[[Image:Uta30.png]]
All other fields will be added as [[Custom Field|custom fields]].
2. Click the '''Save''' button.
The standard fields required for Level 1 are now complete.
==Adding Custom Fields to the Level 1 Entity==
[[SmartSimple]] supports over 40 [[Custom Field|custom field]] types, which can be added to any [[Entity|entity]] within the system. For a full description of each field type see the [[SmartSimple]] Wiki.
1. Click the '''Settings''' tab.
2. Click the [[Custom Field|Custom Fields]] link.
[[Image:Uta36.png]]
The custom field window is displayed.
[[Image:Uta37.png]]
==Adding Custom fields to the Contract Entity==
1. Add the following fields:
[[Image:Uta29.png]]
Once complete, the field list will look as follows:
[[Image:Uta38.png]]
These fields will be associated with all Level 1 items that you create in this application.
[[Category:Universal Tracking Application]][[Category:Applications]]
In this article, you will choose from the built-in field lists for Level 1 and then add [[Custom Field|custom fields]] to complete the [[Level 1 Entity]].
As standard fields can only be added through the '''Configuration''' page you need to access this page before you begin. There are a number of methods to access the '''Configuration''' page.
1. Click '''Configuration''', '''Tracking Applications'''.
[[Image:Uta31.png]]
2. Click the '''Edit''' button for the '''Contract Tracking''' application.
Alternatively, you can access the '''Configuration''' page from the [[Application|application]].
3. Click the '''Application name''' in the [[Application]] [[Menu|menu]].
4. Click the '''Settings''' tab.
5. Click the '''Application Configuration''' link.
The Application Configuration page is displayed.
6. Click '''Contract Settings''', '''Standard Fields''' link.
[[Image:Uta32.png]]
The Standard field list is displayed.
[[Image:Uta33.png]]
This page is used to determine which standard [[Level 1 Entity]] fields you wish to use in your [[Application|application]].
==Level 1 Standard Field Features==
* '''Adding a field''' – Click the right arrow next to the field name and the field name will be copied to the label box. [[Image:Uta34.png]]
* '''Adding and renaming a field''' – Type a new caption for the field in the label box.
* '''Removing a field''' – Click the left arrow next to the field name or select and delete the field name from the label box. [[Image:Uta35.png]]
* '''To provide mouse over help on a field''' – Type the help in the instruction box to the right of the label box.
* Clicking the '''Mandatory''' check box will make the field required before the record can be saved.
==Standard Level 1 Field List==
The following standard fields are available at Level 1. The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.
* '''Accounts''' - Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each account will be associated with the Level 1 item through the company [[Role|role]].
* '''Activity List''' - The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your [[Application|application]] has Level 2 items.
* '''Application Name''' - A name for the Level 1 item – if required. If used, this name will be displayed in the title bar for that item.
* '''Application Template Type''' - A combo box displaying all the Level 1 [[Template|templates]] that you define. You will always use this field if you have more than one type of Level 1 item.
* '''Branch''' - Links the Level 1 item to the internal company hierarchy using a combo box. If you want to associate a Level 1 item with specific internal locations use this field.
* '''Close Date''' - Milestone date. You can use this for any date you need by setting the caption.
* '''Contacts''' - The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment [[Role|role]].
* '''Currency''' - Used in conjunction with amount field to control currency conversion.
* '''Customer''' - A company lookup field to link the Level 1 item to one specific company.
* '''Description''' - Narrative description text box.
* '''End Date''' - Milestone date – initially set to current date.
* '''End Time''' - Milestone time – initially set to current time.
* '''Folders''' - Provides the ability to link the Level 1 item to a [[SmartFolder]].
* '''Modified Date''' - Date that the Level 1 item was last modified.
* '''Owner''' - Initially a link to [[User|user]] that entered the Level 1 item. If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.
* '''Probability''' - This field is only required when building a custom sales tracking [[Application|application]] and you wish to track the probability of winning an opportunity (Level 1 item).
* '''Requirement''' - Narrative description text box.
* '''Revenue''' - Associates a monetary amount with the [[Level 1 Entity]].
* '''Start Date''' - Milestone date – initially set to current date.
* '''Start Time''' - Milestone time – initially set to current time.
* '''Status''' - Status setting for the Level 1 item.
* '''Workflow''' - Provides ability to attach a [[Workflows|workflow]] to the Level 1 item.
==Selecting the Standard Fields for the Contract Entity==
Next you will select and rename the standard fields that you will need to use for the Contract Tracking [[Applications|applications]].
1. Set the standard fields as follows:
[[Image:Uta30.png]]
All other fields will be added as [[Custom Field|custom fields]].
2. Click the '''Save''' button.
The standard fields required for Level 1 are now complete.
==Adding Custom Fields to the Level 1 Entity==
[[SmartSimple]] supports over 40 [[Custom Field|custom field]] types, which can be added to any [[Entity|entity]] within the system. For a full description of each field type see the [[SmartSimple]] Wiki.
1. Click the '''Settings''' tab.
2. Click the [[Custom Field|Custom Fields]] link.
[[Image:Uta36.png]]
The custom field window is displayed.
[[Image:Uta37.png]]
==Adding Custom fields to the Contract Entity==
1. Add the following fields:
[[Image:Uta29.png]]
Once complete, the field list will look as follows:
[[Image:Uta38.png]]
These fields will be associated with all Level 1 items that you create in this application.
[[Category:Universal Tracking Application]][[Category:Applications]]
