Difference between revisions of "Autoloader for Associations"

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(→‎Custom Fields in Associations)
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[[Creating_Custom_Fields|To add Custom fields,]]
 
[[Creating_Custom_Fields|To add Custom fields,]]
  
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# Under the '''[[Configuration Menu|Configuration]]''' menu, click on '''[[Roles & Permissions|Roles & Permissions]]'''
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# Click on '''User Roles'''.
+
Contacts
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# Click on '''Custom Fields''' found on the upper left of the screen.
+
 
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# Select '''Association''', then add all the custom fields by clicking the '''+''' button found in the upper left of the screen.
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# Under the Configuration menu, click on''' Roles and Security''' followed by '''User Roles'''.
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# Click into one of the Roles, followed by the '''Custom Field''' tab on the left.
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# Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.
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# Click the '''+''' button on the upper left of the screen in order to create a new custom field.
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Creating company association fields for UTA objects
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# Within the '''UTA Settings''', navigate to your Level One settings OR Level Two settings tab
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# Scroll to the bottom of the page and under Company Association header click on '''Company Roles'''.
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# Click on a role to manage association fields for that specific role
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# Else, click on '''Custom fields''' along the top followed by Level One or Level Two to create a common field.
  
 
==Auto Loader Settings==
 
==Auto Loader Settings==

Revision as of 16:39, 28 May 2018

Overview

Autoloader for Associations can add or update association records.

Types of Associations

There are five (6) types of associations within SmartSimple.

1. Company-Contact Association
  • associations between organizations and contacts
  • custom fields can also be added and imported in this section
2. Company Relationship
  • relationships between companies
3. Contact Relationship
  • relationships between contacts
4. UTA-Contact Relationship
  • relationships between Universal Tracking Application L1/L2 and Contacts
5. UTA-Organization Relationship
  • relationships between Universal Tracking Application L1/L2 and Organizations
6. Consumer-Provider Relationship
  • relationships between two Universal Tracking Applications

Prerequisites

  • Relationship should be enabled
  • Roles have been created
  • Organizations or Contacts should be existing on the instance
  • Custom fields have been created

Standard Fields in Associations

  • Association ID is the system's unique numerical value association with each Association record.
  • Company ID is the system's unique numerical value associated with each Company record.
  • Contact ID is the system's unique numerical value associated with each User record.
  • Role ID is the system's unique numeral value association with each Role.
  • Level 1 ID is the system's unique numerical value associated with each UTA-L1 record.
  • Level 2 ID is the system's unique numerical value associated with each UTA-L2 record.
  • Level 3 ID is the system's unique numerical value associated with each UTA-L3 record.
  • Start Date is the effective start date of the association role. Date format should be in yyyy-mm-dd.
  • End Date is the effective end date of the association role. Date format should be in yyyy-mm-dd.

Custom Fields in Associations

Custom fields should be created before mapping them in the Auto Loader settings.
To add Custom fields,


Contacts

  1. Under the Configuration menu, click on Roles and Security followed by User Roles.
  2. Click into one of the Roles, followed by the Custom Field tab on the left.
  3. Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.
  4. Click the + button on the upper left of the screen in order to create a new custom field.


Creating company association fields for UTA objects

  1. Within the UTA Settings, navigate to your Level One settings OR Level Two settings tab
  2. Scroll to the bottom of the page and under Company Association header click on Company Roles.
  3. Click on a role to manage association fields for that specific role
  4. Else, click on Custom fields along the top followed by Level One or Level Two to create a common field.

Auto Loader Settings

Please refer to Auto Loader Wiki on instructions on how to create an Auto Loader.
Additional Auto Loader settings for associations:

  1. In the drop down list for Record Type, select either Company, People, UTA-L1, UTA-L2
  2. In the dropdown list for Item, select Associations
  3. Under New Record Section, click Create if new association records will be created. Unclick when you only want to update existing records.
  4. Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields.
  5. To add/update association records, the following standard fields should be included:
Association SF/CF ADD UPDATE Type of Association
Association ID required Type 1-6
Company ID required required Type 1,2,5
Contact ID required required Type 1,3,4
Role ID required required Type 1-6
Start Date required required Type 1-3
End Date required required Type 1-3
Level 1 ID required required Type 4-6
Level 2 ID required required Type 4-6

See Also

Association Settings
File Upload Wizard for Associations

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