Difference between revisions of "Workflow Task Type: Create Consumer/Provider Link"
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Consumer/Provider Link Workflow Task Type creates Consumer/Provider relationships. | Consumer/Provider Link Workflow Task Type creates Consumer/Provider relationships. | ||
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+ | The Task Type is available to [[Level 1 Entity|Level 1]] and [[Level 1 Entity|Level 2]] workflows. | ||
[[Image:Consumer_provider_wf_details_new_task.png|link:|900px]] | [[Image:Consumer_provider_wf_details_new_task.png|link:|900px]] | ||
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==Task Settings== | ==Task Settings== | ||
− | Consumer/Provider Tasks have the following settings: | + | Consumer/Provider Tasks have the following settings, all of which control how the target record is linked to the record triggering the workflow: |
* '''Name''' - Narrative name for the task. | * '''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. | * '''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. |
Revision as of 11:56, 6 June 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.
The Task Type is available to Level 1 and Level 2 workflows.
Task Settings
Consumer/Provider Tasks have the following settings, all of which control how the target record is linked to the record triggering the workflow:
- 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#@).
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. |