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 contact 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 and to create Consumer/Provider relationships
 
This function is used to associate a single organisation or contact 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 and to create Consumer/Provider relationships
  
  utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childoject,roleid,rset)
+
  utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childoject,roleid)
  
 
{| border="1"
 
{| border="1"
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|-
 
|-
 
|'''childobject'''||The ID of the child object
 
|'''childobject'''||The ID of the child object
|-
+
|-'''roleid'''|| Role ID to be added to the child object
|'''roleid'''|| Role ID to be added to the child object
 
|-
 
|'''rset'''|| ssRecordSet object containing data to be updated to the system.
 
 
|-
 
|-
 
|'''Returns'''||
 
|'''Returns'''||

Revision as of 13:27, 18 June 2013

This function is used to associate a single organisation or contact 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 and to create Consumer/Provider relationships

utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childoject,roleid)
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 (use 23 for Level 1, 26 for Level 2)
parentobject The ID of the parent object
childtype Type of child object to be attached to the parent object (30: company, 40: user)
childobject The ID of the child object
Returns

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);

See Also