Difference between revisions of "UTA Provider/Consumer Relationships"

From SmartWiki
Jump to: navigation, search
(Referencing Provider / Consumer Records)
Line 33: Line 33:
  
  
==Referencing Provider / Consumer Records in Template formulas==
+
==Variables and Provider / Consumer Records==
 +
You can sue the syntax below to display a list of Consumers or Providers associated with a record.
 +
:<font size="3">'''[#(?object=''objectname'';{options})~''standardfieldname''~ $''customfieldname''$#]'''</font>
 +
'''Where:'''
 +
:* ''objectname'' is the name of the item to be listed.
 +
::Either: '''utaproviderL1''', '''utaproviderL2''', '''utaconsumerL1''' or '''utaconsumerL2'''
 +
:* ''standardfieldname'' is the name of a standard field (between tildes ~)
 +
:* ''customfieldname'' is the name of a custom field (between dollar signs $)
 +
 
 +
'''Notes:'''
 +
:* You can refer to [[Custom Fields]] in the list using the Custom Field ID instead of the field name, still between dollar signs ('''$12345$''')
 +
:* '''level-1''' can only be used as an object when referenced from a contact record. Also '''level-1''' will only list the level 1s that the contact has been added to in the contacts section.
 +
:* You can include text as well as variables within the [#...#] syntax.
 +
:* When using this syntax for [[Web Page View]]s, [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] etc. you will usually want to include  HTML table formatting within the '''[#...#]''' syntax (see examples below). For [[MS Word Merge]] custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the '''[#...#]'''.
 +
:* '''~Index~''' can be used to number the lines (1, 2, 3...)  '''Note:''' ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.
 +
::* ''~Index~'' (upper case 'I') start numbering at 1, ''~index~'' (lower case 'i') starts numbering at 0.
 +
:* ~eventid~ will display the id of the level 2.
 +
 
 +
==Template formulas and Provider / Consumer Records==
 
* If you are using template formulas to populate Level One fields with details on associated UTA providers then you must use the following syntax:
 
* If you are using template formulas to populate Level One fields with details on associated UTA providers then you must use the following syntax:
 
@level1.fieldname@=@level1.utaprovider.count(*)@;
 
@level1.fieldname@=@level1.utaprovider.count(*)@;

Revision as of 13:24, 9 October 2013

UTA Provider/Consumer Relationships allows for the sharing of data between different UTAs.

In this relationship one UTA will act as the Provider, allowing the information held within that UTA to be accessible from a second UTA.

This second UTA will act as the Consumer, pulling in the information from the Provider UTA.

Both the level ones and level twos can be used in this Provider/Consumer relationship.

Adding a Provider Record to a Consumer Record

The Standard UTA Level 1 fields UTA Providers and UTA Providers (L2) are used to establish a direct relationship between a record from a provider UTA and a record from a consumer UTA.

When you add either of these fields to the consumer UTA Level 1 entity it will display as a section in the Level 1 entity;

ProviderListView1.png

You can select a provider record in 2 ways:

  • Typing directly into the field and then clicking on the record from the returned results.

ProviderListView2.png

  • Using Lookup button to launch the Select Provider screen, checking radio button adjacent to the required record and clicking OK.

ProviderListView3.png

Just as with contacts and accounts, when records from a provider UTA are assigned to the Level 1 entity you can select a Role to describe that records's engagement with the Level 1 Entity. You must first define Connection Roles.

Once you have the provider record and connection role selected then you can click on the Add button.

The Provider record will then be listed in the UTA Provider section of the consumer record. ProviderListView4.png

The fields that are visible in the UTA Provider section can be controlled using the Provider List View on the UTA Settings page in the Level 1 settings section.


Variables and Provider / Consumer Records

You can sue the syntax below to display a list of Consumers or Providers associated with a record.

[#(?object=objectname;{options})~standardfieldname~ $customfieldname$#]

Where:

  • objectname is the name of the item to be listed.
Either: utaproviderL1, utaproviderL2, utaconsumerL1 or utaconsumerL2
  • standardfieldname is the name of a standard field (between tildes ~)
  • customfieldname is the name of a custom field (between dollar signs $)

Notes:

  • You can refer to Custom Fields in the list using the Custom Field ID instead of the field name, still between dollar signs ($12345$)
  • level-1 can only be used as an object when referenced from a contact record. Also level-1 will only list the level 1s that the contact has been added to in the contacts section.
  • You can include text as well as variables within the [#...#] syntax.
  • When using this syntax for Web Page Views, Read Only – System Variables etc. you will usually want to include HTML table formatting within the [#...#] syntax (see examples below). For MS Word Merge custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the [#...#].
  • ~Index~ can be used to number the lines (1, 2, 3...) Note: ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.
  • ~Index~ (upper case 'I') start numbering at 1, ~index~ (lower case 'i') starts numbering at 0.
  • ~eventid~ will display the id of the level 2.

Template formulas and Provider / Consumer Records

  • If you are using template formulas to populate Level One fields with details on associated UTA providers then you must use the following syntax:

@level1.fieldname@=@level1.utaprovider.count(*)@;


  • If you are using template formulas to populate Level One fields with details on associated UTA consumer then you must use the following syntax:

@level1.fieldname@=@level1.utaconsumer.count(*)@;


  • If you are using template formulas to populate Level Two fields with details on associated Level One UTA providers then you must use the following syntax:

@level2.fieldname@=@level2.utaprovider.count(*)@;


  • If you are using template formulas to populate Level Two fields with details on associated Level One UTA consumers then you must use the following syntax:

@level2.fieldname@=@level2.utaconsumer.count(*)@;

See Also