===Moving Organizations on the Hierarchy===
To move '''organizations '''under a different '''Parent Organization, '''the same process is repeated as the above section, but using the '''Organization '''tab > '''Standard Fields '''under '''Global Settings. '''
===Filter Owner Based on Branch===
The contacts available to be selected in the [[Level 1 Entity]] Owner [[standard field]] for an organization can be restricted to those belonging to the related [[branch]] (an organization record subordinate to another organization in the company hierarchy) and its sub-organizations. The branch must be selected first in the standard field at level 1.
This function is enabled on the main UTA Settings Page in the Level 1 Setting section.
1. Click the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the '''Configuration '''heading, select '''Tracking''' '''Applications '''and then select the '''Edit '''button (pencil icon) next to the specific application you want to configure. ''' '''
* Alternatively, you can select the specific [[Universal Tracking Application]] you want to restrict the owner choices for under the heading '''Applications.'''
:: [[File:060619_1.png|400px|border]]
3. Under the second tab''', '''select '''Standard Fields. '''
* Note: The second tab is your [[Level 1 Entity]]; the nomenclature will differ depending on the application. You can confirm what the Level 1 Entity is for a specific application by looking under the first tab, '''General, '''and finding the label for '''Tracking Object Label. '''
:: [[File:Standard fields.png|250px|border]]
4. Within the list of standard fields, select the field with the name '''Owner. '''The field details will be displayed.
5. Under '''Feature Options''', toggle on '''Filter Lookup Results by Branch. '''
:: [[File:Filter lookup results by branch.png|400px|border]]
:
:* With the other '''Feature Options, '''you may choose other configurable restrictions for this standard field, such as Lookup restrictions for specific [[Roles]] and so on.
====Internal Branch Filter====
When using the Branch [[standard field]] at [[Level 1 Entity|Level 1]], you may also restrict which companies are available in the Branch drop-down list based on which user is editing the record.
* To force selection of their own company use:
<pre> companyid = @companyid@ </pre>
* To allow the user to select from the branches under their company:
<pre> parentlist like '%,@companyid@,%' </pre>
See [[Standard Level 1 Field List]] for more configurable options if you would like.
===System Summary===
* [[System Summary]]
* [[User]]
* [[Filter Owner Based on Branch]]
* [[Standard Fields]]
* [[Custom Fields]]
* [[Universal Tracking Application]]
[[Category:System Management]][[Category:Glossary]]
