Difference between revisions of "Configuring UTA Provider/Receiver (Consumer) Relationships"
| Line 1: | Line 1: | ||
'''In the Provider''': | '''In the Provider''': | ||
| − | 1. | + | 1. Click on the [[UTA Settings Page|Settings tab]] in your [[UTA]]. |
| − | 2. | + | 2. Click on the [[UTA Settings - General|General tab]]. |
| − | 3. Connectivity Settings | + | 3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. |
| − | 4. Enable | + | 4. Enable ''UTA Connection as Provider - UTAs can be linked to Other UTAs.'' |
'''In the Consumer/Receiver UTA''': | '''In the Consumer/Receiver UTA''': | ||
| − | 1. | + | 1. Click on the [[UTA Settings Page|Settings tab]]. |
| − | 2. | + | 2. Click on the [[UTA Settings - General|General tab]]. |
| − | 3. | + | 3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. |
| − | 4. | + | 4. Enable ''UTA Connection as Reciever...'' |
| − | 5. In the '''Consumer''' | + | 3. Enable the Standard Field UTA Providers |
| + | |||
| + | 4. Go back to the '''Provider''' UTA, to the '''Settings''' page, under '''Level 1''' settings go to UTA Connection Settings and link the consumer UTA to the provider UTA based upon the status(es), template(s) and the ID field required (this will probably be the '''Level 1''' name of the Provider UTA). | ||
| + | |||
| + | 5. In the '''Consumer''' UTA, go to a [[Level 1 Entity]], and you should have a section below '''Contacts''' where you can select a Level 1 from the '''Provider''' UTA. | ||
Revision as of 15:00, 22 July 2013
In the Provider:
1. Click on the Settings tab in your UTA.
2. Click on the General tab.
3. Scroll down to the Connectivity Settings section.
4. Enable UTA Connection as Provider - UTAs can be linked to Other UTAs.
In the Consumer/Receiver UTA:
1. Click on the Settings tab.
2. Click on the General tab.
3. Scroll down to the Connectivity Settings section.
4. Enable UTA Connection as Reciever...
3. Enable the Standard Field UTA Providers
4. Go back to the Provider UTA, to the Settings page, under Level 1 settings go to UTA Connection Settings and link the consumer UTA to the provider UTA based upon the status(es), template(s) and the ID field required (this will probably be the Level 1 name of the Provider UTA).
5. In the Consumer UTA, go to a Level 1 Entity, and you should have a section below Contacts where you can select a Level 1 from the Provider UTA.
