Level 1 Settings in the Level 1 tab of the Universal Tracking Application (UTA)/module Configuration Settings define the primary tracked entity, the item being tracked. It is available after the UTA/module has been saved at least once. The tab label in the UI reflects the Terminology Settings for this UTA/module.
IN THIS ARTICLE
General Settings
General Settings control field configuration, workflow behavior, and AI-assisted features for Level 1 records.
| Setting | Description |
|---|---|
| Standard Fields | Enable and configure built-in system fields for Level 1 records. For example, Title, Start Date, End Date, Owner. |
| Custom Fields | Create and manage custom fields specific to Level 1 records. |
| Types | Define record types to differentiate workflows, templates, and behaviors within Level 1. |
| Statuses | Define the lifecycle statuses Level 1 records can move through. Statuses drive workflow, field visibility, and role access. |
| Dynamic Field Visibility Controls | Configure rules to show or hide fields based on record state, type, or field values. |
| Submit and Save Buttons | Configure labels, behaviors, and status transitions for submit and save buttons on Level 1 forms. |
| SmartCheck Validation | Attach validation rules to submit buttons to enforce data quality requirements before a status change is allowed. |
| P3 Script Editor | Create server-side JavaScript functions for Level 1 records. |
| Work with +AI | Configure +AI interactive mode for Level 1 records. |
| +AI Assistant | Configure the +AI Assistant experience for Level 1 records. |
List View Settings
List View Settings control list view columns, filters, and visibility for Level 1 records.
| Setting | Description |
|---|---|
| List Views | Configure columns, sort order, and role-based visibility for Level 1 list views. |
| Search Filters | Manage system-level filters available on the Level 1 list view. |
| Enable Level 1 List View on External Record Profile | Displays associated Level 1 records on an organization's profile page. Filter options are No Filter or Organization. |
| Enable Level 1 List View on Contact Profile | Displays associated Level 1 records on a contact's profile. Filter options are No Filter, Owner, Person, or Contacts. |
| Workflow Outstanding Tasks List View | Select which custom field to display in the workflow outstanding tasks list view. |
Tools
Tools provide workflow visualization, form preview, and bulk import and recovery options for Level 1 records.
| Tool | Description |
|---|---|
| Process Flow Summary | Graphical representation of the Level 1 status workflow. |
| Form Preview | Preview the Level 1 form as seen by a specified role, type, status, and SmartVersioning version. |
| Level 1 Import Wizard | Bulk-import Level 1 records from a file. |
| Level 1 Import Templates | Create and manage import file templates for Level 1 data. |
| Invitation Import Wizard | Bulk-import invitations linked to Level 1 records. |
| Deleted Level 1 Records | View and restore recently deleted Level 1 records. |
Archive Settings
Archive Settings control automatic archiving and record restoration for Level 1 records.
| Setting | Description |
|---|---|
| Archive Status | Configure which status triggers automatic archiving and what status restored records return to. |
| Archived Level 1 Records | View and restore archived records. |
Features and Options
Features and Options control versioning, duplicate detection, scoring, and other configurable behaviors for Level 1 records.
| Setting | Description |
|---|---|
| SmartVersioning | Configure field versioning to attach UTA/module custom fields to specific form versions. |
| Invitation Templates | Configure email invitation templates for Level 1 records. |
| Form Completion Indicator Permissions | Configure which type/status combinations display a form completion progress indicator. |
| Copy Options/Copy Profiles | Select which custom fields are included when a Level 1 record is copied, and create named copy profiles. |
| Duplicate Checks | Define field combinations that trigger duplicate detection warnings on record creation. |
| Impact Calculations | Configure formula-based impact measure calculations for Level 1 records. |
| Impact Quadrants/Impact Maps | Configure quadrant charts and maps that visualize impact measurement data. |
| Enable Level 1 Creation on External Record Profile | Allows users to create a Level 1 record directly from an organization's profile, automatically linking it. |
| Enable Reader Log | Tracks which users have viewed a specific Level 1 record and when. |
| Enable Quick Entry | Enables a streamlined data entry mode. |
| Disable Default Date | Prevents auto-population of date fields on new records. |
| Disable Import | Hides the Level 1 import option from end users. |
| Enable Scoring Feature Set on Input Type Custom Fields | Enables scoring configuration on input-type custom fields. |
| Current Version | Shows the active SmartVersioning version. Allows switching between defined versions. |
| Default Duration | Set a default record duration in Years, Months, or Days. |
| Formula | Enter template formulas, using SmartSimple formula syntax, that automatically calculate or populate field values on Level 1 records. |
| Delete Redirect Template | Specify where users are redirected after a Level 1 record is deleted. |
Organization Association Settings
Organization Association Settings control how organizations are associated with Level 1 records.
| Setting | Description |
|---|---|
| Organization Roles | Define the roles organizations can hold on a Level 1 record. For example, Applicant, Partner, Funder. |
| Organization List Views | Configure how associated organizations are displayed on Level 1 records. |
| Organization Tabs | Create tabbed views for external record associations on Level 1 records. |
| Organization Restrictions | Restrict which organizations can be associated, based on defined criteria. |
Contact Association Settings
Contact Association Settings control how contacts are associated with Level 1 records.
| Setting | Description |
|---|---|
| Standard Fields | Configure visibility and terminology for standard contact association fields. |
| Custom Fields | Create custom fields for the contact-to-Level-1 association record. |
| Statuses | Define statuses for contact associations. For example, Active, Inactive, Pending. |
| Quick Assignment Types | Configure types for quickly assigning contacts to Level 1 records. |
| Contact List Views/Contact Tabs | Configure how associated contacts are displayed on Level 1 records. |
| Contact Restrictions | Restrict which contacts can be associated with Level 1 records. |
| Contacts Import Wizard | Associate a list of existing contacts to Level 1 records in bulk. |
Email Activity Settings
Email Activity Settings control how inbound emails addressed to a Level 1 record are handled.
| Setting | Description |
|---|---|
| Object Email Address | The email address assigned to this Level 1 object for inbound email capture. |
| Default Level 1 Type | Type assigned to Level 1 records created from inbound email. |
| Received Status | Status assigned when a Level 1 record is created from inbound email. |
| Attachments Field | Specifies which custom field stores email attachments. |
| From Address Field | Maps the sender's email address to a custom field. |
| Message ID Field | Maps the email message ID to a custom field for threading purposes. |