|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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==Overview==SmartSimple's UTA '''[[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider/Consumer Relationships]]''' allows for the sharing of data between different [[UTA|UTAs]].The UTA providing the data (the source UTA) is referred to as the '''Provider''' while the UTA receiving the data is referred to as the '''Consumer'''. This article describes how to create a Link Workflow Task Type creates Consumer / Provider relationship using the [[Workflows - Overview|Workflow]] subsystem, without custom scriptingrelationships.
[[Image:Consumer_provider_wf_details_new_task.png|link:|900px]]
==Creating a Consumer / Provider Workflow==
===Create the Workflow===
Start by creating a single step workflow. Detailed instructions on creating a single step Workflow can be found '''[[Creating a Single Step Workflow|here]]'''.
# Under ==Task Settings==Consumer/Provider Tasks have the following settings:* '''ConfigurationName''' menu, click on - Narrative name for the task.* '''WorkflowsTask Number'''- A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.# Press * '''Description''' - Detailed description of the task ''(optional)'"+"'. * '' 'Expire After''New Workflow' - Intended duration of the workflow.* '''Connection Type''' icon# - Select whether the link will be a Consumer or Provider* '''Workflow TypeConnection Application''', give - Select the workflow a UTA being connected* '''NameConnection Level''', select - Choose the connection level* '''Trigger WhenObject ID / Variable''' action, and complete any other relevant fields.- Enter the Record ID (or a variable to obtain the Record ID of the object to connect to)# Click * '''SaveConnection Role'''- Select the UTA role used for the connection
[[Image:New_workflow.png|link:|750px]] ===Create the Consumer Provider Task=Configuration Walk-Through==Create a new workflow task. Details instructions on creating a The following articles walk through the steps needed to configure this Workflow Task can be found Type* '''[[Adding a Workflow Task in an Acknowledgment Workflow|here]]''' # Click on the '''Tasks''' tab# On the Start line, complete the '''New Connector''' details# Click on the '''+''' (New Task) button to create a new task# Complete the '''New Task''' details including the '''Connection Level''' and Object ID/Variable. For the '''Task Type''', use: '''Create Consumer / Provider Link''' or '''Create Provider / Consumer link''' options.# Click '''Save''' =====Quick Notes=====* For Object ID/Variable: Enter the Record ID or a variable to obtain the Record ID of the object to connect to. * For Connection Level: choose '''Level One''' or '''Level Two''' [[Image:Consumer_provider_wf_details_new_task.png|link:|750px]] [[Image:Consumer_provider_wf_task_type.png|link:|750px]]
==Notes==
* This feature is only available to level 1 and level 2 workflows.
* Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
* From the '''Task Type''' field, options to create both a '''Consumer / Provider link''' as well as a '''Provider / Consumer link''' are available.
==See Also==
* [[Workflows - Overview]]<br />
* [[Workflow Task Types]]<br />
* [[Task Types Available to Workflow Types]]<br />
* [[Workflow Types]]<br />
* [[UTA Provider/Consumer Relationships]]
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==See Also==
[[Workflows - Overview]]<br />
[[Workflow Task Types]]<br />
[[Task Types Available to Workflow Types]]<br />
[[Workflow Types]]<br />
[[Category:Workflows]][[Category:How]][[Category:Pending Review|0]]