Adding Level 2 Items

From SmartWiki

Now that you have created the Level 2 types you can add some items.

1. Click the Contracts tab.

2. Click the Sales Contract entry.

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.
• The owner and assigned person are set to the current user.
• The custom fields associated with the invoice item are displayed at the bottom of the page.
• The page is displayed full screen as you indicated this option in the configuration.

4. Enter an invoice amount.

5. Click the Save button.

The Level 2 item is saved and calculated fields are displayed.

6. Click the Activities tab.

The Level 2 activity is displayed.

7. Click the # field to redisplay the item.

Completing the Invoice Level 2 Type

This Level 2 type is not complete. The following items are missing:

• An Invoice date.
• A Web Page View that would create the invoice.
• A Level 2 Status – Paid.

1. Add the Level 2 custom field - Invoice Date.

2. A Display Only Web Page View Field – Invoice – Don’t add any content for the moment.

The final Field List will look as follows:

3. Add the Paid status to the Status List.

Creating the Addendum Item Type

1. Add the following fields to the addendum item.

2. Add an addendum item.