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Workflow Task Type: Create Consumer/Provider Link

2,104 bytes removed, 17:24, 20 July 2017
{| class="wikitable"|-|[[Image:How.png|50px|link=]]|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.|}__TOC__   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.  [[Image:Consumer_provider_wf_details_new_task.png|link:|900px]]  ==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 #REDIRECT [[Configuring_UTA_Provider/Receiver_(Consumer)_RelationshipsWorkflows_Overview#Configure_Consumer_UTA_Connection_roles|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* '''[[Adding a Workflow Task in an Acknowledgment Workflow]]'''  ==See Also==* [[Workflows - Overview]]<br />* [[Workflow Task Types]]<br />* [[Task Types Available to Workflow Types]]<br />* [[Workflow Types]]<br />* [[UTA Provider/Consumer Relationships]] {| class="wikitable"|-|[[ImageTask_Type:Why.jpeg|50px|link=]]|Click [[Create Consumer Provider link using Workflow Task - Why?|here]] to learn why this feature is a benefit to your organization_Create_Consumer.|}   [[Category:Workflows]][[Category:Consumer/Provider2FProvider_Link]]
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