Difference between revisions of "Workflow Task Type: Create Consumer/Provider Link"
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==Configuration Walk-Through== | ==Configuration Walk-Through== | ||
− | The following articles walk through the steps needed to configure | + | The following articles walk through the steps needed to configure a Workflow Task Type |
* '''[[Adding a Workflow Task in an Acknowledgment Workflow]]''' | * '''[[Adding a Workflow Task in an Acknowledgment Workflow]]''' | ||
Revision as of 08:49, 15 March 2016
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.
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 Consumer UTA Connection role to be used for the connection
Configuration Walk-Through
The following articles walk through the steps needed to configure a 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
- Workflows - Overview
- Workflow Task Types
- Task Types Available to Workflow Types
- Workflow Types
- UTA Provider/Consumer Relationships
Click here to learn why this feature is a benefit to your organization. |