Difference between revisions of "Configuring UTA Provider/Receiver (Consumer) Relationships"
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'''Enable Provider UTA''': | '''Enable Provider UTA''': | ||
| − | 1. Click on the [[UTA Settings Page|Settings | + | 1. Click on the [[UTA Settings Page|Settings]] tab in your [[UTA]]. |
| − | 2. Click on the [[UTA Settings - General|General | + | 2. Click on the [[UTA Settings - General|General]] tab. |
3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. | 3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. | ||
| Line 21: | Line 21: | ||
'''Enable Consumer UTA''': | '''Enable Consumer UTA''': | ||
| − | 1. Click on the [[UTA Settings Page|Settings | + | 1. Click on the [[UTA Settings Page|Settings]] tab. |
| − | 2. Click on the [[UTA Settings - General|General | + | 2. Click on the [[UTA Settings - General|General]] tab. |
3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. | 3. Scroll down to the [[UTA_Settings_-_General#Connectivity_Settings|Connectivity Settings]] section. | ||
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[[Image:Provider2.png]] | [[Image:Provider2.png]] | ||
| + | |||
| + | 5. Click Save. | ||
| + | |||
| + | |||
3. Enable the Standard Field UTA Providers | 3. Enable the Standard Field UTA Providers | ||
Revision as of 08:07, 9 October 2013
UTA Provider/Consumer Relationships allows for the sharing of data between different UTAs.
Both the level ones and level twos can be used in this Provider/Consumer relationship.
Enable Provider UTA:
1. Click on the Settings tab in your UTA.
2. Click on the General tab.
3. Scroll down to the Connectivity Settings section.
4. Populate check-box adjacent to Enable UTA Connection as Provider - UTAs can be linked to Other UTAs.
5. Click Save.
Enable Consumer UTA:
1. Click on the Settings tab.
2. Click on the General tab.
3. Scroll down to the Connectivity Settings section.
4. Populate check-box adjacent to Enable UTA Connection as Receiver - UTAs can be linked to Other UTAs.
5. Click Save.
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.
