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Configuring UTA Provider/Receiver (Consumer) Relationships

96 bytes added, 13:27, 1 September 2016
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UTA Provider/Consumer Relationships allow for the sharing of data between different {{UTAs}}s.
Both the {{l1}}s and {{l2}}s can be used in this Provider/Consumer relationship.
==Enable Provider UTA==
The first thing you need to do is to indicate that one {{UTA }} (UTA) will act as the provider, allowing the information held within that UTA to be accessible from a second UTA.
1. Click on the [[UTA Settings Page|Settings]] tab in your [[UTA]].
3. Scroll down to the Connectivity Settings section.
4. There are 2 options available for configuring a link with a consumer UTA.<br />
[[Image:Provider3.png]]
* '''L2 Provider Connection Settings - Configure L2 Provider UTA connection settings''': click on this if you wish to link level 2 records in the Provider UTA with a consumer UTA.
5. Click on either of these options to go to the '''UTA Connection Settings''' page.<br />[[Image:Provider4UTAConnectionSettings.png|link=]]
6. The UTA Connection Settings consists of the following sections:
* Consumer Application: select the UTA you wish to act as the consumer UTA from a list of all UTAs that have been [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Consumer_UTA|enabled as consumer UTAs]].
* Consumer Level: select whether the consumer UTA will access the provider UTA data from level one {{l1}} records or the level 2 {{l2}} records.
* Template: If you have clicked on the L1 Provider Connection Settings then this will list all [[Level 1 Templates]] in the provider UTA. If you have clicked on the L2 Provider Connection Settings this will list all [[Level 2 Types]] in the provider UTA. You can choose to link records of a particular type or template in the Provider UTA with a consumer Consumer UTA or can select '''All''' if all provider Provider UTA records should be available , regardless of type or template.
* Status: If you have clicked on the L1 Provider Connection Settings then this will list all Level 1 statuses in the provider UTA. If you have clicked on the L2 Provider Connection Settings this will list all Level 2 statuses in the provider UTA. You can choose to link records of a particular status in the provider UTA with a consumer UTA or can select '''All''' if all provider UTA records should be available regardless of status.
7. Complete the Connection Settings as necessary and then click Save.
 
* '''UTA Consumer Level 2 List View from A Consumer - Create and manage list view for UTA consumer level 2''': Click on this if you wish to configure the list view for UTA consumer level 2 records.
 
==Configure Consumer UTA Connection roles==
You can also define a Role for Consumer/Provider relationships, including the ability to have [[Role Based Custom Fields|role base based custom fields ]] to track attributes of the association between specific consumer and provider records. You can then use these roles when adding a UTA provider to a Level 1 record.
1. Click on the Settings tab in the consumer UTA.
* '''L1-L1 Fields''': custom fields accessible from the association of Level 1 provider records with Level 1 consumer records.
* '''L1-L2 Fields''': custom fields accessible form from the association of Level 1 provider records with Level 2 consumer records.
* [[UTA Provider Reports Table]]
[[Category:FAQ]][[Category:Universal Tracking Application]][[Category:UTA Settings]][[Category:Consumer/Provider]]
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