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==Level 1 Templates==
Level 1 [[Template|templates]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics:
* A unique Level 1 workflow, which will trigger whenever a new item using this template type is added.
* A unique Level 2 workflow, which will trigger whenever a new item using this template type is added.
* A set of forms that are to be associated with the Level 1 item.
* The list of statuses that you wish to associate with the specific template.
* An external Internet available web page that can be used to create new Level 1 items.
* A set of custom fields.
1. Click the Settings tab.
2. Click the Templates link.
[[Image:Uta43.png]]
The Templates page is displayed.
[[Image:Uta44.png]]
* '''Existing Templates''' are listed on the left of the page.
* '''Details of each template''' are displayed on the right of the page and new templates are added to the right of the page.
==Template Settings==
Each template has the following settings:
* '''Name''' - Display name for the [[Template|template]].
* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
* '''Contracts Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].
* '''Activities Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.
* '''Description''' - A narrative description of the [[Template|template]].
* '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved.
* '''Associated Forms''' - Forms from the [[SmartSimple]] [[Web Forms]] application that you wish to associate with the [[Template|template]].
==Creating Contract Templates==
1. Add the following four templates.
* '''Non-Disclosure Agreement'''
* '''Sales Contract - Purchase'''
* '''Sales Contract - Service'''
* '''Support Contract'''
The '''Template List''' will look as follows:
[[Image:Uta45.png]]
2. Click on the Non-Disclosure Agreement.
[[Image:Uta46.png]]
You can now use the tabs displayed at the top right of the page to modify the [[Template|template]].
* '''New Status''' – Add a new status to the Level 1 status list.
* '''Edit Template''' – Edit the template name, associated [[Wrokflow|workflows]], and webforms attached to the template.
* '''Template Page''' – Create an [[External|external]] web page that can be used to create a new Level 1 item.
* '''Level 1 Custom Fields''' – Add and display the [[Custom Field|custom fields]] specific to this [[Template|template]].
==Associating Templates with Statuses==
Not all Level 1 templates may require all the same statuses. So though the statuses are created globally, you only associate the required statuses to the specific template.
1. For the '''Non-Disclosure Agreement''' set the '''Negotiation''' and '''Active''' statuses only.
[[Image:Uta47.png]]
2. Click the '''Save''' button.
These two statuses will be available for this template.
3. For the other templates set all the statuses.
==Adding Level 1 Items==
You can now add contracts to the system.
1. Click the '''Contracts''' tab.
The Contract List view is displayed.
[[Image:Uta48.png]]
The contracts that you add will be listed on this screen.
[[Category:Universal Tracking Application]][[Category:Applications]]
Level 1 [[Template|templates]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics:
* A unique Level 1 workflow, which will trigger whenever a new item using this template type is added.
* A unique Level 2 workflow, which will trigger whenever a new item using this template type is added.
* A set of forms that are to be associated with the Level 1 item.
* The list of statuses that you wish to associate with the specific template.
* An external Internet available web page that can be used to create new Level 1 items.
* A set of custom fields.
1. Click the Settings tab.
2. Click the Templates link.
[[Image:Uta43.png]]
The Templates page is displayed.
[[Image:Uta44.png]]
* '''Existing Templates''' are listed on the left of the page.
* '''Details of each template''' are displayed on the right of the page and new templates are added to the right of the page.
==Template Settings==
Each template has the following settings:
* '''Name''' - Display name for the [[Template|template]].
* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
* '''Contracts Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]].
* '''Activities Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template.
* '''Description''' - A narrative description of the [[Template|template]].
* '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved.
* '''Associated Forms''' - Forms from the [[SmartSimple]] [[Web Forms]] application that you wish to associate with the [[Template|template]].
==Creating Contract Templates==
1. Add the following four templates.
* '''Non-Disclosure Agreement'''
* '''Sales Contract - Purchase'''
* '''Sales Contract - Service'''
* '''Support Contract'''
The '''Template List''' will look as follows:
[[Image:Uta45.png]]
2. Click on the Non-Disclosure Agreement.
[[Image:Uta46.png]]
You can now use the tabs displayed at the top right of the page to modify the [[Template|template]].
* '''New Status''' – Add a new status to the Level 1 status list.
* '''Edit Template''' – Edit the template name, associated [[Wrokflow|workflows]], and webforms attached to the template.
* '''Template Page''' – Create an [[External|external]] web page that can be used to create a new Level 1 item.
* '''Level 1 Custom Fields''' – Add and display the [[Custom Field|custom fields]] specific to this [[Template|template]].
==Associating Templates with Statuses==
Not all Level 1 templates may require all the same statuses. So though the statuses are created globally, you only associate the required statuses to the specific template.
1. For the '''Non-Disclosure Agreement''' set the '''Negotiation''' and '''Active''' statuses only.
[[Image:Uta47.png]]
2. Click the '''Save''' button.
These two statuses will be available for this template.
3. For the other templates set all the statuses.
==Adding Level 1 Items==
You can now add contracts to the system.
1. Click the '''Contracts''' tab.
The Contract List view is displayed.
[[Image:Uta48.png]]
The contracts that you add will be listed on this screen.
[[Category:Universal Tracking Application]][[Category:Applications]]
