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− | {{Template:UnderConstruction}}
| + | #REDIRECT [[Workflows_Overview#Task_Type:_Create_Consumer.2FProvider_Link]] |
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− | | + | {{DeprecatedPage}} |
− | ==Overview==
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− | 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'''.
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− | This feature allows for a Consumer / Provider relationship to be created using the [[Workflows - Overview|Workflow]] subsystem, and without the use of custom scripting.
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− | ==Navigate to the Workflow system==
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− | Under the '''Configuration''' menu, click on '''Workflows'''
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− | ==Creating a Consumer / Provider 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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− | # Navigate to the Workflow Subsystem
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− | # Press the '''+''' New Workflow icon
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− | # Select the Workflow Type, give the workflow a Name, select the Trigger When action, and complete any other relevant fields. [[Reference (wiki article1)]]]
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− | # Click '''Save'''
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− | [[Image:New_workflow.png]]
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− | ==Creating a New Task==
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− | For details on creating a new Workflow task click [[Creating_a_Single_Step_Workflow#Create_New_Task|here]]
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− | # Press the '''+''' New Task icon to add a new Workflow task.
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− | # Give the task a name.
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− | # Select '''Create Consumer / Provider link''' from the '''Task Type''' drop-down list.
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− | # Enter a Description
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− | # Connection type (specify Consumer or Provider), Connection Application, Connection Level, Object ID / Variable, and Connection Role. [[[Reference (wiki article2)]]]
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− | # Click '''Save'''
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− | {| class="wikitable" | |
− | !Field Name
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− | !Description
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− | |'''Connection Type'''|| Select whether this connection is either a Consumer or Provider type.
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− | |'''Connection Application''' || Specify the source UTA
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− | |'''Connection Level'''|| Specify the Level One entity, or Level 2 or 3 activity
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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.<br />
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− | Multiple records should be semi-colon delimited (eg. For example: @#2762780#@;@#2762781#@).
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− | |'''Connection Role'''|| Select the UTA role
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− | |}
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− | [[Image:New_WorkFlow_Task.png]]<br />
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− | ''The example above is adding consumer L1 from Budgets UTA with ID from the listed two custom fields using the linked budget role to the record that's triggering the workflow.''
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− | ==Adding Connectors==
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− | For details on adding Workflow connectors click [[Creating_a_Single_Step_Workflow#Connecting_Tasks|here]].
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− | [[image:New_connector1.png|400px]]<br />
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− | [[image:New_connector2.png|400px]]
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− | ==The Completed WorkFlow Tasks with connectors==
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− | [[image:Completed_workflow_task.png]]
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− | ==Notes==
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− | This feature is only available to level 1 and level 2 workflows.
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− | Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
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− | [[Category:Under Construction]]
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