Changes

=UTA Standard Fields=

[[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]].

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.

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 3: Assigned Person Standard Field

* Level 3: Contact Person Standard Field

===Lookup Scope===

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===

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===

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

===Lookup Scope===

[[Image:DefaultLookupCategory2.png]]

===Lookup Category===