Changes

Jump to: navigation, search
Level 1 Contact Relationships
This section will display a set of fields in a list view. You control the [[Role|roles]] that can be selected to describe the contact’s engagement with the [[Level 1 Entity]]. For example, the same contact could be a reviewer in one Level 1 item and a principal researcher in a different Level 1 item. Of if the contact is both a principal researcher '''and'' the project manager for the same Level 1 entity they can be assigned to the Level 1 twice: once as principal researcher and once as project manager.
This feature is further extended providing the ability to define [[Custom Field|custom fields]] used to describe the interaction between the person and their engagement in the [[Level 1 Entity]].
For example, if the [[Level 1 Entity]] is a “research project” and you anticipate multiple project leaders over time, you would be better to use the contacts section as you could then track the start and end dates along with other information. If you use the '''Owner''' field you would not be able to track information around the individual project manager’s engagement with the project.
 
If you are using the [[
 
 
==The People Field==
 
The '''People''' field also allows you to make a direct relationship between multiple people and the same [[Level 1 Entity]]. The difference between the '''People''' field and the '''Contacts''' field is that the '''People''' field does not allow assignment by role.
 
* The following combination would ensure that each contact can be assigned to the Level 1 twice, but only once per role (assuming the roles available are Candidate, Evaluator and Manager):
:[[Image:UserRoleCombo.PNG]]
 
=Level 2 Contact Relationships=
0
edits

Navigation menu