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 [[UTA Provider/Consumer Relationships|Consumer/Provider relationships]]. |
The Task Type is available to [[Level 1 Entity|Level 1]] and [[Level 1 Entity|Level 2]] workflows. | The Task Type is available to [[Level 1 Entity|Level 1]] and [[Level 1 Entity|Level 2]] workflows. |
Revision as of 08:59, 1 September 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). It accepts semicolon separated lists.
- 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
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. |