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Workflow Task Type: Create Consumer/Provider Link

2,744 bytes removed, 12:49, 21 July 2017
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{{Template#REDIRECT [[Workflows_Overview#Task_Type:UnderConstruction}}_Create_Consumer.2FProvider_Link]]
 ==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 feature allows for a Consumer / Provider relationship to be created using the [[Workflows - Overview|Workflow]] subsystem, and without the use of custom scripting.  ==Creating a Consumer / Provider 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 the '''Configuration''' menu, click on '''Workflows'''# Press the '''"+"''' '''New Workflow''' icon# Select the '''Workflow Type''', give the workflow a '''Name''', select the '''Trigger When''' action, and complete any other relevant fields.# Click '''Save''' [[Image:New_workflow.png]]  ==Creating a New Task==For details on creating a new Workflow task click '''[[Creating_a_Single_Step_Workflow#Create_New_Task|here]]'''. # Press the '''+''' '''New Task''' icon to add a new Workflow task.# Give the task a '''Name'''.# Select '''Create Consumer / Provider link''' from the '''Task Type''' drop-down list. # Enter a Description, Connection type (specify Consumer or Provider), Connection Application, Connection Level, Object ID / Variable, and Connection Role.# Click '''Save'''  {| class="wikitable"!Field Name!Description|-|'''Connection Type'''|| Select whether this connection is either a Consumer or Provider type.|-|'''Connection Application''' || Specify the source UTA|-|'''Connection Level'''|| Specify the Level One entity, or Level 2 or 3 activity|-|'''Object ID / Variable'''|| Enter the record id or a variable to obtain the record id of the object to connect to.<br />Multiple records should be semi-colon delimited (eg. For example: @#2762780#@;@#2762781#@).|-|'''Connection Role'''|| Select the UTA role|{DeprecatedPage}}  [[Image:New_WorkFlow_Task.png]]<br />''The example above is adding consumer L1 from Budgets UTA with ID from the listed two custom fields using the linked budget role to the record that's triggering the workflow.''  ==Add Connectors==For details on adding Workflow connectors click '''[[Creating_a_Single_Step_Workflow#Connecting_Tasks|here]]'''.  [[image:New_connector1.png|400px]]<br /> [[image:New_connector2.png|400px]]  ==The Completed WorkFlow Tasks with connectors== [[image:Completed_workflow_task.png]]  ==Notes== This feature is only available to level 1 and level 2 workflows.Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).   [[Category:Under Construction]]
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