Custom Field Type: Special - Linked Record List

Overview

This field type enables users to view, select, and add records to Level 1 without the necessity of navigating to a different tab or section of the system. For instance, within your Level 1 application, it is possible to add users, such as co-applicants. Alternatively, you may add related organizations or create and view Level 2 records, such as progress reports.

To configure this feature, you must select the appropriate record type (User, Organization, or Activity). Subsequently, you will need to have a list view that displays the information intended for this custom field corresponding to the selected record type. Finally, depending on the nature of the list, it may be necessary to define the role, category, status, and signup page utilized for displaying, creating, or attaching the chosen record type.

Field Options

The options listed below are specific to this particular field type.

• List Type: The available values include Contacts, Companies, and Activity List. Upon selecting a value, additional options will be revealed:

When Contacts are selected:

• List View - choose from a dropdown list of available Contact list views, accessible in UTA configuration --> L1 settings tab --> Contact Association Settings --> Contact List View.
• Association Role Filter - select from a list of Contact roles.
• Enable Signup Page for Creation - when activated, this option reveals an additional Signup Page dropdown list. This list presents all available User signup pages in the format: Associated Company - Description. This allows you to select a User Signup Page for use if you wish to employ your Linked Record List to create a new user. If this option is not activated, user creation will proceed as usual, without a signup page. Creating a user in this manner will not automatically add them to the record list; you must complete the creation process first before searching for and adding the user as a separate action. The Create New User option will only appear if the text entered in the Search bar yields no matches. For example, if you input "Xavier" in the search bar and no users correspond to that name, the new user option will be displayed.

Note: If the Description for a signup page is empty, only the Associated Company name will be visible in the dropdown list.

When Companies are selected:

• List View - select from a dropdown list of available Account list views, found in UTA configuration --> L1 settings tab --> Account Association Settings --> Account List View.
• Association Role Filter - select from a list of Account Association roles, available in both UTA configuration --> L1 settings tab --> Account Association Settings --> Account Roles and in Global Settings --> Associations --> Roles.

When Activity List is selected:

• Status Filter - Displays a dropdown populated with the available Level 2 statuses.
• Type Filter - Displays a dropdown populated with the available Level 2 types.
• Creation Status - select the default status to assign if you create a new Level 2 record using this field.
• Creation Type - select the default Level 2 type to assign if you create a new Level 2 record using this field.