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* '''Source Association''' - Select Contacts/Companies field from Provider UTA.
* '''Target UTA''' - Consumer UTAs that has a Level 1 connection (ie Provider Level 1 - Consumer Level 1 or Provider Level 2 - Consumer Level 1) with the Provider UTA.
* '''Target Object Entity''' - This will only populate when Target UTA is selected. Currently only Level 1 term from Target UTA are displayed. This will only populate when Target UTA is selected. Note: Level 2s and Level 3s may be added in a future enhancement.
* '''Target Association''' - Select the contact or company field for target Level 1. If Contacts/Companies is selected, the contact/company role combo box will appear.
* '''UTA Connection Role''' - The role used when establishing provider/consumer linkage.
* '''Target Type/Target Status''' - The default type/status of the new consumer Level 1 object to be created. This field will only populate when a Target UTA and Target entity is selected. It allows you to select value from custom field. Once selected the Custom Field option from the combo box, a textbox will appear where you can enter the custom field ID (accepts variable syntax).
* '''Formula''' - Use this formula to populate other desired fields after the new consumer Level 1 is created. Use same syntax as Level 1 [Template Formula|template formula]]. This will run before the actual Level 1 template formula.''NOTE'': Please note this variable will only resolve on Level 1 and Level 2 objects.9. Click '''Save'''.
==NotesUsing This Feature==* The '''Variable Syntax''' used will be similar to the [[Template Formula|template formula]] format (example @level1.name@ ="Button Name"). Please note this variable will only resolve on Level 1 and Level 2 objects.* '''Target Object Entity''' field only the Level 1 entity will be displayed. The Level 2s and Level 3s may be added in a future enhancement. * The button which triggers the batch creation of these records is configurable using [[SsGet]] to reference the Button Name within a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] field.
[[Image:Create_consumer_records_in_batch_from_provider_use1|link=|900px]]
==See Also==