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| + | #REDIRECT [[Workflows_Overview#Task_Type:_Create_Consumer.2FProvider_Link]] |
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| − | |[[Image:How.png|50px|link=]]
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| − | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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| − | | + | {{DeprecatedPage}} |
| − | ==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 article describes how to create a Consumer / Provider relationship using the [[Workflows - Overview|Workflow]] subsystem, without 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" | |
| − | |+ style="text-align: left;"|"Create Consumer / Provider Links" Special Field Options
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| − | !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 target 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. The Connection Role should be a role from Consumer UTA
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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 the Donation Management UTA with ID's from the listed two custom fields using the Funder 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.
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| − | * Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
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| − | * From the '''Task Type''' field, options to create both a '''Consumer / Provider link''' as well as a '''Provider / Consumer link''' are available.
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| − | |[[Image:Why.jpeg|50px|link=]]
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| − | |Click [[Create Consumer Provider link using Workflow Task - Why?|here]] to learn why this feature is a benefit to your organization.
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| − | |}
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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.
