Changes

1. Click the '''Types''' link.

The Types window is displayed.

* '''Existing Types''' are listed on the left of the page.

1. Create the following types:

==Defining Level 2 Status==

2. Click the '''Activity Setting Status''' link.

No Statuses are currently set up. The statuses are set up in the right panel and when saved displayed in the list view.

Each Level 2 Status consists of the following fields:

The [[Custom Field|custom field]] list for the '''Invoice''' is displayed.

2. Add the following fields:

The completed field list will look as follows:

==Restricting Level 2 Types to Specific Level 1 Templates==

The Level 2 types are displayed below the '''Status''' list.

3. Click the '''Invoice''' check box.

2. Click the '''List View''' link for the '''Activity Settings'''.

The List view page is displayed.

The standard fields that you selected are listed at the top of the list and the [[Custom Field|custom fields]] that you created (including the Level 2 type name) are displayed at the bottom of the page.

1. Select the following fields:

2. Click the '''Save''' button.

The '''Data Column Order and Sorting''' window is displayed.

To change the '''Display''' order:

1. Reorder the fields as shown below:

2. Set the '''Sort''' order as shown below:

The activity list will be sorted ascending based on the status.

The list view for the Level 1 item is displayed.

No items are displayed as you have not added any items yet.

The Sales Contract is displayed.

3. Click the '''New Activity''' tab.

The Activity window is displayed.

* The type is restricted to the '''Invoice''' type item.

4. Enter an invoice amount.

5. Click the '''Save''' button.

The Level 2 activity is displayed.

7. Click the '''#''' field to redisplay the item.

The final Field List will look as follows:

3. Add the '''Paid''' status to the '''Status List'''.

1. Add the following fields to the addendum item.

2. Add an addendum item.

[[Category:Universal Tracking Application]][[Category:Applications]]