Difference between revisions of "Workflow Task Type: Create Consumer/Provider Link"

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|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|}
 
|}
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__TOC__
  
  
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==Overview==
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Consumer/Provider Link Workflow Task Type creates Consumer/Provider relationships.
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SmartSimple's UTA '''[[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider/Consumer Relationships]]''' allows for the sharing of data between different [[UTA|UTAs]].The UTA providing the data (the source UTA) is referred to as the '''Provider''' while the UTA receiving the data is referred to as the '''Consumer'''. This article describes how to create a Consumer / Provider relationship using the [[Workflows - Overview|Workflow]] subsystem, without custom scripting.
 
  
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[[Image:Consumer_provider_wf_details_new_task.png|link:|900px]]
  
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==Creating a Consumer / Provider Workflow==
 
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===Create the Workflow===
 
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Start by creating a single step workflow.  Detailed instructions on creating a single step Workflow can be found '''[[Creating a Single Step Workflow|here]]'''.
 
  
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# Under the '''Configuration''' menu, click on '''Workflows'''
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==Task Settings==
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# Press the '''"+"''' '''New Workflow''' icon
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Consumer/Provider Tasks have the following settings:
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# Select the '''Workflow Type''', give the workflow a '''Name''', select the '''Trigger When''' action, and complete any other relevant fields.
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* '''Name''' - Narrative name for the task.
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# Click '''Save'''
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* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow.  This number can be changed to display the step in a different location.
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* '''Description''' - Detailed description of the task ''(optional)''.
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* '''Expire After''' - Intended duration of the workflow.
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* '''Connection Type''' - Select whether the link will be a Consumer or Provider
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* '''Connection Application''' - Select the UTA being connected
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* '''Connection Level''' - Choose the connection level
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* '''Object ID / Variable''' - Enter the Record ID (or a variable to obtain the Record ID of the object to connect to)
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* '''Connection Role''' - Select the UTA role used for the connection
  
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==Configuration Walk-Through==
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[[Image:New_workflow.png|link:|750px]]
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The following articles walk through the steps needed to configure this Workflow Task Type
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* '''[[Adding a Workflow Task in an Acknowledgment Workflow]]'''
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===Create the Consumer Provider Task===
 
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Create a new workflow task. Details instructions on creating a Workflow Task can be found '''[[Adding a Workflow Task in an Acknowledgment Workflow|here]]'''
 
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# Click on the '''Tasks''' tab
 
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# On the Start line, complete the '''New Connector''' details
 
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# Click on the '''+''' (New Task) button to create a new task
 
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# Complete the '''New Task''' details including the '''Connection Level''' and Object ID/Variable. For the '''Task Type''', use: '''Create Consumer / Provider Link''' or '''Create Provider / Consumer link''' options.
 
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# Click '''Save'''
 
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=====Quick Notes=====
 
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* For Object ID/Variable: Enter the Record ID or a variable to obtain the Record ID of the object to connect to.
 
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* For Connection Level: choose '''Level One''' or '''Level Two'''
 
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[[Image:Consumer_provider_wf_details_new_task.png|link:|750px]]
 
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[[Image:Consumer_provider_wf_task_type.png|link:|750px]]
 
  
 
==Notes==
 
==Notes==
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* This feature is only available to level 1 and level 2 workflows.
 
* This feature is only available to level 1 and level 2 workflows.
 
* Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
 
* Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
 
* From the '''Task Type''' field, options to create both a '''Consumer / Provider link''' as well as a '''Provider / Consumer link''' are available.
 
* From the '''Task Type''' field, options to create both a '''Consumer / Provider link''' as well as a '''Provider / Consumer link''' are available.
  
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==See Also==
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* [[Workflows - Overview]]<br />
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* [[Workflow Task Types]]<br />
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* [[Task Types Available to Workflow Types]]<br />
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* [[Workflow Types]]<br />
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* [[UTA Provider/Consumer Relationships]]
  
 
{| class="wikitable"
 
{| class="wikitable"
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==See Also==
 
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[[Workflows - Overview]]<br />
 
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[[Workflow Task Types]]<br />
 
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[[Task Types Available to Workflow Types]]<br />
 
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[[Workflow Types]]<br />
 
  
 
[[Category:Workflows]][[Category:How]][[Category:Pending Review|0]]
 
[[Category:Workflows]][[Category:How]][[Category:Pending Review|0]]

Revision as of 16:17, 9 March 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.


Consumer/Provider Link Workflow Task Type creates Consumer/Provider relationships.

link:


Task Settings

Consumer/Provider Tasks have the following settings:

  • Name - Narrative name for the task.
  • Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
  • Description - Detailed description of the task (optional).
  • Expire After - Intended duration of the workflow.
  • Connection Type - Select whether the link will be a Consumer or Provider
  • Connection Application - Select the UTA being connected
  • Connection Level - Choose the connection level
  • Object ID / Variable - Enter the Record ID (or a variable to obtain the Record ID of the object to connect to)
  • Connection Role - Select the UTA role used for the connection

Configuration Walk-Through

The following articles walk through the steps needed to configure this Workflow Task Type

Notes

  • This feature is only available to level 1 and level 2 workflows.
  • Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
  • From the Task Type field, options to create both a Consumer / Provider link as well as a Provider / Consumer link are available.

See Also

Why.jpeg Click here to learn why this feature is a benefit to your organization.
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