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==Enable Provider UTA==
The first thing you need to do is to indicate that one UTA will act as the Providerprovider, 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]].
==Enable Consumer UTA==
You must also indicate that a second UTA will act as the Consumerconsumer, pulling in the information from the Provider provider UTA.
1. Click on the [[UTA Settings Page|Settings]] tab.
==Configure Provider UTA connection settings==
You must then formally link the Provider provider UTA to the Consumer consumer UTA, including selecting whether the link will be based on Level 1s or Level 2s.
1. Click on the Settings tab in your Provider provider UTA.
2. Click on the General tab.
3. Scroll down to the Connectivity Settings section.
4. There are 2 options available for configuring a link with a Consumer consumer UTA.
[[Image:Provider3.png]]
* '''L1 Provider Connection Settings - Configure L1 Provider UTA connection settings''': click on this if you wish to link level 1 records in the Provider UTA with a Consumer consumer UTA. * '''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 consumer UTA.
5. Click on either of these options to go to the '''UTA Connection Settings''' page.
* Consumer Level: select whether the consumer UTA will access the provider UTA data from level one records or the level 2 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 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 provider UTA with a Consumer consumer UTA or can select '''All''' if all provider UTA records should be available regardless of status.
* ID Field: The field that will be used as the unique identifier for the provider records.
==Configure Provider UTA display settings==
The Provider provider UTA can be configured to list all records in the consumer UTA that are associated with an individual Provider provider record, as well as controlling what fields will be displayed in the list view.
1. Click on the Settings tab in your Provider provider 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 Consumer consumer 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.
* '''UTA Consumers''': Will list all level one records in the consumer UTA that are linked to the current provider Level one UTA record.
* '''UTA Consumers (L2)''': Will list all level two records in the consumer UTA that are linked to the current provider Level one UTA record.
==Configure Consumer UTA Connection roles==
You can also define a Role for Consumer/Provider relationships, including the ability to have role base 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 provider to a Level 1 record.
1. Click on the Settings tab in the consumer UTA.
[[Image:Provider11.png]]
8. The Connection role will now be listed on the left hand panel with 2 buttons available to allow the creation of [[custom fields]] specific to the association of the Provider provider and Consumerconsumer:
[[Image:Provider12.png]]
==Configure Consumer UTA display settings==
The Consumer consumer UTA can be configured to list all records in the provider UTA that are associated with an individual Consumer consumer record, as well as controlling what fields will be displayed in the list view.
1. Click on the Settings tab in your Consumer 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 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.
* '''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.