Difference between revisions of "Pandora - Remove a UTA Role (Company or Contact) and Associate Feature"
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(Created page with 'This function is used to remove 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 recor…') |
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| − | This function is used to remove a single organisation or | + | This function is used to remove a single organisation , contact or provider with a UTA level 1, 2, or 3 record. This function is also used to disassociate a contact with an organisation record through the Associate/Association feature, remove parent-child relationships between 2 companies or to remove Consumer/Provider relationships |
utarole_remove(flag,callbackfunc,parenttype,parentobject,childtype,childoject,roleid) | utarole_remove(flag,callbackfunc,parenttype,parentobject,childtype,childoject,roleid) | ||
| Line 13: | Line 13: | ||
Set to True for asynchronous processing. | Set to True for asynchronous processing. | ||
|- | |- | ||
| − | |'''Callbackfunc''' || User created | + | |'''Callbackfunc''' || User created JavaScript function to manage the callback from an asynchronous function. |
|- | |- | ||
| − | |'''parenttype'''||Type of object to attach a child object (23 | + | |'''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 | ||
| Line 38: | Line 38: | ||
RoleID = Role | RoleID = Role | ||
| + | ===Example - Remove Contact from Level 1=== | ||
| + | function removeContact(userid,roleid){ | ||
| + | var r=confirm("Are you sure you want to remove this contact from your application?"); | ||
| + | if (r==true){ | ||
| + | ss_developer_key="@system.ss_developer_key@"; | ||
| + | utarole_remove(false ,"","23","@opportunityid@","40",userid,roleid); | ||
| + | alert("Contact has been removed."); | ||
| + | $("#savedraftbutton").click() | ||
| + | } | ||
| + | else | ||
| + | return false; | ||
| + | } | ||
| + | |||
| + | Put following in a read only that displays the contacts on Level 1 | ||
| + | |||
| + | [#(?object=contact;criteria=(rolename in ("Research Body - Finance Officer","Research Body - Research Officer"))) | ||
| + | <input type="button" class="ButtonSm" value="Remove" onclick="removeContact(~userid~,~roleid~)">#] | ||
| + | |||
| + | ===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_remove(false,"",23,PROVIDER_OPPORTUNTYID,23,CONSUMER_OPPORTUNTYID,ROLEID); | ||
| + | |||
| + | Level 1 Provider to Level 2 Consumer: | ||
| + | utarole_remove(false,"",23,PROVIDER_OPPORTUNTYID,26,CONSUMER_EVENTID,ROLEID); | ||
| + | |||
| + | Level 2 Provider to Level 1 Consumer | ||
| + | utarole_remove(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID); | ||
| + | |||
| + | |||
| + | ===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. The function will remove the relationship between the two organisations. | ||
| + | utarole_remove(false,"",30,COMPANYID,30,COMPANYID,ROLEID); | ||
| + | |||
| + | 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. The function will disassociate the contact from the organisation record. | ||
| + | utarole_remove(false,"",30,COMPANYID,40,USERID,ROLEID); | ||
| + | |||
| + | |||
| + | |||
| + | ==See Also== | ||
| + | * [[utarole_add]] | ||
[[Category: Pandora]] | [[Category: Pandora]] | ||
Latest revision as of 11:35, 7 October 2013
This function is used to remove a single organisation , contact or provider with a UTA level 1, 2, or 3 record. This function is also used to disassociate a contact with an organisation record through the Associate/Association feature, remove parent-child relationships between 2 companies or to remove Consumer/Provider relationships
utarole_remove(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 (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
Only company ID or User ID
RoleID = Role
Example - Remove Contact from Level 1
function removeContact(userid,roleid){
var r=confirm("Are you sure you want to remove this contact from your application?");
if (r==true){
ss_developer_key="@system.ss_developer_key@";
utarole_remove(false ,"","23","@opportunityid@","40",userid,roleid);
alert("Contact has been removed.");
$("#savedraftbutton").click()
}
else
return false;
}
Put following in a read only that displays the contacts on Level 1
[#(?object=contact;criteria=(rolename in ("Research Body - Finance Officer","Research Body - Research Officer")))
<input type="button" class="ButtonSm" value="Remove" onclick="removeContact(~userid~,~roleid~)">#]
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_remove(false,"",23,PROVIDER_OPPORTUNTYID,23,CONSUMER_OPPORTUNTYID,ROLEID);
Level 1 Provider to Level 2 Consumer:
utarole_remove(false,"",23,PROVIDER_OPPORTUNTYID,26,CONSUMER_EVENTID,ROLEID);
Level 2 Provider to Level 1 Consumer
utarole_remove(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID);
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. The function will remove the relationship between the two organisations.
utarole_remove(false,"",30,COMPANYID,30,COMPANYID,ROLEID);
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. The function will disassociate the contact from the organisation record.
utarole_remove(false,"",30,COMPANYID,40,USERID,ROLEID);
