Difference between revisions of "Pandora - Add a UTA Role (Company or Contact) and Associate Feature"
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| − | This function is used to associate a single organisation or | + | This function is used to associate a single organisation, contact or Provider with a UTA level 1, 2, or 3 record. This function is also used to associate a contact with an organisation record through the Associate/Association feature, create a parent-child relationships between 2 companies and to create Consumer/Provider relationships |
| − | utarole_add(flag,callbackfunc,parenttype,parentobject,childtype, | + | utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childobject,roleid,rset) |
{| border="1" | {| border="1" | ||
| Line 15: | Line 15: | ||
|'''Callbackfunc''' || User created JavaScript function to manage the callback from an asynchronous function. | |'''Callbackfunc''' || User created JavaScript function to manage the callback from an asynchronous function. | ||
|- | |- | ||
| − | |'''parenttype'''||Type of object to attach a child object ( | + | |'''parenttype'''||Type of object to attach a child object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user) |
|- | |- | ||
|'''parentobject'''|| The ID of the parent object | |'''parentobject'''|| The ID of the parent object | ||
|- | |- | ||
| − | |'''childtype'''||Type of child object to be attached to the parent object (30 | + | |'''childtype'''||Type of child object to be attached to the parent object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user) |
|- | |- | ||
|'''childobject'''||The ID of the child object | |'''childobject'''||The ID of the child object | ||
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ss_developer_key="@system.ss_developer_key@"; | ss_developer_key="@system.ss_developer_key@"; | ||
if (roleid==10901){ | if (roleid==10901){ | ||
| − | |||
var lineItemSelectRO= document.getElementById("RoID"); | var lineItemSelectRO= document.getElementById("RoID"); | ||
var lineItemId= lineItemSelectRO.options[lineItemSelectRO.selectedIndex].value; | var lineItemId= lineItemSelectRO.options[lineItemSelectRO.selectedIndex].value; | ||
| Line 50: | Line 49: | ||
} | } | ||
utarole_add(false ,"","23","@opportunityid@","40",lineItemId,roleid); | utarole_add(false ,"","23","@opportunityid@","40",lineItemId,roleid); | ||
| − | alert | + | alert("Research Officer has been added to the application"); |
| − | |||
} | } | ||
<input class=ButtonSm type="Button" onclick="addOfficer(10901)" value="Add RO" /> | <input class=ButtonSm type="Button" onclick="addOfficer(10901)" value="Add RO" /> | ||
| Line 66: | Line 64: | ||
Level 2 Provider to Level 1 Consumer | Level 2 Provider to Level 1 Consumer | ||
utarole_add(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset); | utarole_add(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset); | ||
| + | |||
| + | |||
| + | ===Companies=== | ||
| + | |||
| + | Company Relationships are used to link one company in a hierarchical structure(i.e. parent and child relationship). In the syntax below the parent object is first company, while the child object is the second company. | ||
| + | utarole_add(false,"",30,COMPANYID,30,COMPANYID,,rset); | ||
| + | |||
| + | Company [[Association_Settings|Associations]] are used to link a company to a contact. In the syntax below the parent object is first company, while the child object is the user. | ||
| + | utarole_add(false,"",30,COMPANYID,40,USERID,ROLEID,rset); | ||
| + | |||
==See Also== | ==See Also== | ||
Latest revision as of 15:16, 27 January 2015
This function is used to associate a single organisation, contact or Provider with a UTA level 1, 2, or 3 record. This function is also used to associate a contact with an organisation record through the Associate/Association feature, create a parent-child relationships between 2 companies and to create Consumer/Provider relationships
utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childobject,roleid,rset)
| Parameter | Description |
|---|---|
| Flag | Asynchronous processing Flag
Set to False for synchronous processing. Set to True for asynchronous processing. |
| Callbackfunc | User created JavaScript function to manage the callback from an asynchronous function. |
| parenttype | Type of object to attach a child object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user) |
| parentobject | The ID of the parent object |
| childtype | Type of child object to be attached to the parent object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user) |
| childobject | The ID of the child object |
| Returns |
Contents
Notes
Associate a company or a contact with a Level 1
Parent type could be level 1, 2 or 3 or company (for the associate)
Parentobject = ID of Level 1, 2 or 3 or company ID
RoleID = Role
Example (Add a contact to Level 1)
function addOfficer(roleid){
ss_developer_key="@system.ss_developer_key@";
if (roleid==10901){
var lineItemSelectRO= document.getElementById("RoID");
var lineItemId= lineItemSelectRO.options[lineItemSelectRO.selectedIndex].value;
if(lineItemId=="0"){
alert("Please select a research officer.");
return;
}
}
utarole_add(false ,"","23","@opportunityid@","40",lineItemId,roleid);
alert("Research Officer has been added to the application");
}
<input class=ButtonSm type="Button" onclick="addOfficer(10901)" value="Add RO" />
Consumer/Provider
- To determine the ROLEID for Consumer/Provider relationships go to the UTA Connection Roles setting within the UTA, right-click or hover over the hyperlink for the relevant role. The ROLEID is the parameter listed as statusid in the URL.
Level 1 Provider to Level 1 Consumer:
utarole_add(false,"",23,PROVIDER_OPPORTUNTYID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset);
Level 1 Provider to Level 2 Consumer:
utarole_add(false,"",23,PROVIDER_OPPORTUNTYID,26,CONSUMER_EVENTID,ROLEID,rset);
Level 2 Provider to Level 1 Consumer
utarole_add(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset);
Companies
Company Relationships are used to link one company in a hierarchical structure(i.e. parent and child relationship). In the syntax below the parent object is first company, while the child object is the second company.
utarole_add(false,"",30,COMPANYID,30,COMPANYID,,rset);
Company Associations are used to link a company to a contact. In the syntax below the parent object is first company, while the child object is the user.
utarole_add(false,"",30,COMPANYID,40,USERID,ROLEID,rset);
