19 Smart Sets Flashcards
Smart set please record to define and limit
A base record would be used to limit our resturants access
Naming would sb ambbecause in real life this would be restriction that is applied to many smart sets not unique to just yours
Smart group editor can be available from 2 pounds from the project team dashboard content pink area
The management console smart group smart sets the blue
T
Hey smart set it has a record type of smart set base would be used to restrict it’s used to certain areas for example emergency medicine
If you want to limit this smart set to every department except emergency medicine you would choose the exclusion pain
The letters GEN and a smart set mean it’s for general practice three letter prefixes are used as specialty identifiers
True
GEN for general and I smarts that is types that are used within navigators
True
If you’re smart group is built with the intention of being part of a smart set select use as building block checkbox
T
Enter the display name in title case
True
To control other end users can select more than one item use single response checkbox
T
To control whether the items in the smart group will collapse when an end user opens the smart set use
Show only checked items upon loading
T
To edit a released smart group
Look up the back. But do not click except instead click new
T
In users are not affected if there is smart group isn’t retired they will automatically see the newest released contact version
T
Consistently use either order group, or panel in the recognition and display name
T
If you choose panel type it cannot be changed
T
Always plan for the smart set on paper what will be the top down order
T
When you create your BPA record, a sign a type = criteria
T