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Created page with "=Overview= The Assignment Grid feature provides a more efficient means of adding Users to UTA records when there is a Consumer/Provider relationship. It allows restrict..."
=Overview=
The Assignment Grid feature provides a more efficient means of adding [[Users]] to UTA records when there is a Consumer/Provider relationship.
It allows restrictions on the type and status of Consumer records that will be listed.
It allows restrictions on the roles of the users to be added and the roles that they can be added with.
=Configuration - Essentials=
==Configure Assignment Grid Settings==
The Assignment Grid Settings are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
* Go to UTA Settings - Connectivity.
* If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option.
* Clicking this will take user to the '''Assignment Grid Settings''' list view.
* Click the '''New Assignment Grid''' button at the top of the page.
* Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''.
* The '''Assignment Grid Settings page is displayed with the following options:
:*'''Link Caption''': name that will be displayed when selecting Assignment Grid in Provider record.
:*'''Roles Available to''': roles that will be able to select Assignment Grid option in Provider record.
:*'''Consumer Assignment Roles''': roles associated with the Consumer record contacts section. Used when assigning users to the Consumer record.
:*'''Consumer Status Filter''': statuses associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
:*'''Consumer Type Filter''': types associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
:*'''Contact Role Filter''': roles associated with the Provider record contacts section. Used to control which contacts from Provider record can be assigned to the Consumer record.
:*'''Summary Role''': roles associated with the Consumer record contacts section. Used to control the roles that will be referenced in the Summary section.
:*'''Additional Options - Header Template for Contacts''': define column headers when Contacts are displayed in Assignment Grid
:*'''Additional Columns''': define any additional column to be be used when Contacts are displayed in Assignment Grid
* Click Save at the bottom of the page.
==Configure Assignment Declaration Buttons==
The Assignment Declaration Buttons options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
* Go to UTA Settings - Connectivity.
* If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option.
* Clicking this will take user to the '''Assignment Declaration Buttons''' list view.
* Click the '''New Declaration Button''' button at the top of the page.
* Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''.
* The '''Assignment Declaration Buttons page is displayed with the following options:
:*'''Type''': drop-down listing the Provider record types that the buttons will be available against.
:*'''Monitored Role''': drop-down listing the roles that the buttons will be used in conjunction with against. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
:*'''Button Caption''': caption that will appear on the button
:*'''Header Caption''': header will appear on the Declaration section.
:*'''Template''': QA Rev1 template Committee: @name@ Application Name: @consumer.Name@
:*'''Comment Field''': select UTA Level 1 Role Custom Field-Global from drop-down
:*'''Yes - Button Label''': Accept
:*'''Yes - Contact Role Change to''': Reviewer Accepted
:*'''Yes - Comment Fields Mandatory''': use toggle to switch on
:*'''Yes - Create Level 2''': use toggle to switch on
:*'''Yes - Level 2 Default Type''': select Provider Type 1 caption from drop-down
:*'''Yes - Level 2 Default Status''': select default
:*'''Yes - Redirect URL''': /s_viewuser.jsp?userid=@me.userid@
:*'''No - Button Label''': Declined
:*'''No - Contact Role Change to''': select Reviewer Declined from drop-down
=Configuration - Advanced=
=Appendix=
==Options and Settings==
<!--Explain all applicable misc options and settings that shouldn't be explained above here...-->
===General Settings===
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
===Display Settings===
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
=Examples=
<!--
Sample Image Format:
[[File:xmlSample.png|thumb|none|middle|500px|Example field configured as a budget sheet.]]
Sample Table Format:
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
Sample Syntax Format:
Empty space at start of line to highlight the row, italicize any variables that the user would fill in (as opposed to literal words that need to be used in syntax)
@section.''SectionNodeName''@
Sample Code Block:
When you want to write an example block of code, you should highlight it and also escape any special characters that might be construed as HTML formatting and outputted incorrectly by the Wiki by using a pre (pre-formatted text) tag
<pre>
<?xml version="1.0"?>
<Company>
<Name>Oranges Inc.</Name>
<Description>Peel.
Eat.
Repeat.</Description>
</Company>
<Company>
<Name>Bananas Ltd.</Name>
<Description>You're going to go "bananas" over our product!</Description>
</Company>
</pre>
Unordered list:
When listing information with bullet points in no order
* Point 1
* Point 2
* Point 3
Ordered list:
When listing information with numbers to denote ordered steps
# Step 1
# Step 2
# Step 3
Sample Page Header Banners:
Deprecated Feature
{{Deprecated}}
Deprecated Page
{{DeprecatedPage}}
Professional Services
{{ProfessionalServices}}
Page Under Construction
{{UnderConstruction}}
-->
The Assignment Grid feature provides a more efficient means of adding [[Users]] to UTA records when there is a Consumer/Provider relationship.
It allows restrictions on the type and status of Consumer records that will be listed.
It allows restrictions on the roles of the users to be added and the roles that they can be added with.
=Configuration - Essentials=
==Configure Assignment Grid Settings==
The Assignment Grid Settings are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
* Go to UTA Settings - Connectivity.
* If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option.
* Clicking this will take user to the '''Assignment Grid Settings''' list view.
* Click the '''New Assignment Grid''' button at the top of the page.
* Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''.
* The '''Assignment Grid Settings page is displayed with the following options:
:*'''Link Caption''': name that will be displayed when selecting Assignment Grid in Provider record.
:*'''Roles Available to''': roles that will be able to select Assignment Grid option in Provider record.
:*'''Consumer Assignment Roles''': roles associated with the Consumer record contacts section. Used when assigning users to the Consumer record.
:*'''Consumer Status Filter''': statuses associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
:*'''Consumer Type Filter''': types associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
:*'''Contact Role Filter''': roles associated with the Provider record contacts section. Used to control which contacts from Provider record can be assigned to the Consumer record.
:*'''Summary Role''': roles associated with the Consumer record contacts section. Used to control the roles that will be referenced in the Summary section.
:*'''Additional Options - Header Template for Contacts''': define column headers when Contacts are displayed in Assignment Grid
:*'''Additional Columns''': define any additional column to be be used when Contacts are displayed in Assignment Grid
* Click Save at the bottom of the page.
==Configure Assignment Declaration Buttons==
The Assignment Declaration Buttons options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
* Go to UTA Settings - Connectivity.
* If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option.
* Clicking this will take user to the '''Assignment Declaration Buttons''' list view.
* Click the '''New Declaration Button''' button at the top of the page.
* Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''.
* The '''Assignment Declaration Buttons page is displayed with the following options:
:*'''Type''': drop-down listing the Provider record types that the buttons will be available against.
:*'''Monitored Role''': drop-down listing the roles that the buttons will be used in conjunction with against. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
:*'''Button Caption''': caption that will appear on the button
:*'''Header Caption''': header will appear on the Declaration section.
:*'''Template''': QA Rev1 template Committee: @name@ Application Name: @consumer.Name@
:*'''Comment Field''': select UTA Level 1 Role Custom Field-Global from drop-down
:*'''Yes - Button Label''': Accept
:*'''Yes - Contact Role Change to''': Reviewer Accepted
:*'''Yes - Comment Fields Mandatory''': use toggle to switch on
:*'''Yes - Create Level 2''': use toggle to switch on
:*'''Yes - Level 2 Default Type''': select Provider Type 1 caption from drop-down
:*'''Yes - Level 2 Default Status''': select default
:*'''Yes - Redirect URL''': /s_viewuser.jsp?userid=@me.userid@
:*'''No - Button Label''': Declined
:*'''No - Contact Role Change to''': select Reviewer Declined from drop-down
=Configuration - Advanced=
=Appendix=
==Options and Settings==
<!--Explain all applicable misc options and settings that shouldn't be explained above here...-->
===General Settings===
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
===Display Settings===
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
=Examples=
<!--
Sample Image Format:
[[File:xmlSample.png|thumb|none|middle|500px|Example field configured as a budget sheet.]]
Sample Table Format:
{| class="wikitable"
| Option
| Description
| Example
|-
|
|
|
|}
Sample Syntax Format:
Empty space at start of line to highlight the row, italicize any variables that the user would fill in (as opposed to literal words that need to be used in syntax)
@section.''SectionNodeName''@
Sample Code Block:
When you want to write an example block of code, you should highlight it and also escape any special characters that might be construed as HTML formatting and outputted incorrectly by the Wiki by using a pre (pre-formatted text) tag
<pre>
<?xml version="1.0"?>
<Company>
<Name>Oranges Inc.</Name>
<Description>Peel.
Eat.
Repeat.</Description>
</Company>
<Company>
<Name>Bananas Ltd.</Name>
<Description>You're going to go "bananas" over our product!</Description>
</Company>
</pre>
Unordered list:
When listing information with bullet points in no order
* Point 1
* Point 2
* Point 3
Ordered list:
When listing information with numbers to denote ordered steps
# Step 1
# Step 2
# Step 3
Sample Page Header Banners:
Deprecated Feature
{{Deprecated}}
Deprecated Page
{{DeprecatedPage}}
Professional Services
{{ProfessionalServices}}
Page Under Construction
{{UnderConstruction}}
-->
