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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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| − | |}
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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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| − | ===Create the 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|link:|750px]]
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| − | ===Create the Consumer Provider Task===
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| − | Create a new workflow task. Details instructions on creating a Workflow Task can be found '''[[Adding a Workflow Task in an Acknowledgment Workflow|here]]'''
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| − | # Click on the '''Tasks''' tab
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| − | # On the Start line, complete the '''New Connector''' details
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| − | # Click on the '''+''' (New Task) button to create a new task
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| − | # 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.
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| − | # Click '''Save'''
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| − | =====Quick Notes=====
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| − | * For Object ID/Variable: Enter the Record ID or a variable to obtain the Record ID of the object to connect to.
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| − | * For Connection Level: choose '''Level One''' or '''Level Two'''
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| − | [[Image:Consumer_provider_wf_details_new_task.png|link:|750px]]
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| − | [[Image:Consumer_provider_wf_task_type.png|link:|750px]]
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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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| − | {| class="wikitable" | |
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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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| − | ==See Also==
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| − | [[Workflows - Overview]]<br />
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| − | [[Workflow Task Types]]<br />
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| − | [[Task Types Available to Workflow Types]]<br />
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| − | [[Workflow Types]]<br />
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| − | [[Category:Workflows]][[Category:How]][[Category:Pending Review|0]]
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This article is deprecated and the information contained within may no longer be correct.
