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| + | #REDIRECT [[Workflows_Overview#Task_Type:_Create_Consumer.2FProvider_Link]] |
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| − | ==Overview==
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| − | 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.
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| − | ==Creating a Consumer / Provider Workflow==
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| − | Start by creating a single step workflow. Detailed instructions on creating a single step Workflow can be found '''[[Creating a Single Step Workflow|here]]'''.
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| − | # Under the '''Configuration''' menu, click on '''Workflows'''
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| − | # Press the '''"+"''' '''New Workflow''' icon
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| − | # Select the '''Workflow Type''', give the workflow a '''Name''', select the '''Trigger When''' action, and complete any other relevant fields.
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| − | # Click '''Save'''
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| − | [[Image:New_workflow.png]]
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| − | ==Creating a New Task==
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| − | For details on creating a new Workflow task click '''[[Creating_a_Single_Step_Workflow#Create_New_Task|here]]'''.
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| − | # Press the '''+''' '''New Task''' icon to add a new Workflow task.
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| − | # Give the task a '''Name'''.
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| − | # Select '''Create Consumer / Provider link''' from the '''Task Type''' drop-down list.
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| − | # Enter a Description, Connection type (specify Consumer or Provider), Connection Application, Connection Level, Object ID / Variable, and Connection Role.
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| − | # Click '''Save'''
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| − | {| class="wikitable" | |
| − | !Field Name
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| − | !Description
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| − | |'''Connection Type'''|| Select whether this connection is either a Consumer or Provider type.
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| − | |'''Connection Application''' || Specify the source UTA
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| − | |'''Connection Level'''|| Specify the Level One entity, or Level 2 or 3 activity
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| − | |'''Object ID / Variable'''|| Enter the record id or a variable to obtain the record id of the object to connect to.<br />
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| − | Multiple records should be semi-colon delimited (eg. For example: @#2762780#@;@#2762781#@).
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| − | |'''Connection Role'''|| Select the UTA role
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| − | |}
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| − | [[Image:New_WorkFlow_Task.png]]<br />
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| − | ''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.''
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| − | ==Add Connectors==
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| − | For details on adding Workflow connectors click '''[[Creating_a_Single_Step_Workflow#Connecting_Tasks|here]]'''.
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| − | [[image:New_connector1.png|400px]]<br />
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| − | [[image:New_connector2.png|400px]]
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| − | ==The Completed WorkFlow Tasks with connectors==
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| − | [[image:Completed_workflow_task.png]]
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| − | ==Notes==
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| − | This feature is only available to level 1 and level 2 workflows.<br />
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| − | Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
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| − | [[Category:Under Construction]]
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This article is deprecated and the information contained within may no longer be correct.
