Changes

Configuring UTA Provider/Receiver (Consumer) Relationships

2,056 bytes added, 15:27, 9 October 2013
Configure Consumer UTA display settings
==Configure Consumer UTA display settings==
3. Enable the Standard Field UTA Providers
The Consumer UTA can be configured to list all records in the provider UTA that are associated with an individual Consumer record, as well as controlling what fields will be displayed in the list view.
1. Click on the Settings tab in your Consumer UTA.
 
2. Click on the Entity tab.
 
3. Click on the link for "Standard Fields" in the section Level 1 or Level 2, depending on where you want the list of Provider records to appear.
 
4. In the left hand list of standard fields, click on the name of the standard field you wish to add. The relevant options are listed below.
'''LEVEL ONE'''
 
[[Image:Provider13.png]]
 
* UTA Providers: Will list all level one records in the provider UTA that are linked to the current consumer Level one UTA record.
 
* UTA Providers (L2): Will list all level two records in the provider UTA that are linked to the current consumer Level one UTA record.
 
'''LEVEL TWO'''
 
[[Image:Provider14.png]]
 
* UTA Providers: Will list all records in the provider UTA that are linked to the current consumer Level two UTA record.
 
5. In the right hand standard field detail frame, enter text into the "Caption" field.
 
6. Scroll to the bottom of the right hand frame and click the Save button.
 
7. The standard field will now be displayed in your UTA, using the nomenclature you have defined.
 
8. The next step is to configure the [[list view]] for how the provider UTA records will be displayed in the consumer UTA.
 
9. Click on the Settings tab, then click on the General tab and scroll down to the Connectivity Settings section.
 
10. [[Configuring List Views|Configure the list view]] based on whether the provider record is a level 1 or level 2.
 
[[Image:Provider15.png]]
 
* '''UTA Provider Level 1 List View from A Provider - Create and manage list view for UTA provider level 1''': Click on this if you wish to configure the list view for UTA provider level 1 records.
 
* '''UTA Provider Level 2 List View from A Provider - Create and manage list view for UTA provider level 2''': Click on this if you wish to configure the list view for UTA provider level 2 records.
==See Also==
Smartstaff, administrator
4,478
edits