Difference between revisions of "Workflow Task Type: Create Consumer/Provider Link"

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* This feature is only available to level 1 and level 2 workflows.
 
* This feature is only available to level 1 and level 2 workflows.
 
* Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
 
* Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
* From the '''Task Type''' field, the option to create a '''Consumer / Provider link''' is available.
 
  
 
==See Also==
 
==See Also==

Revision as of 13:00, 13 April 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.


Consumer/Provider Link Workflow Task Type creates Consumer/Provider relationships.

link:


Task Settings

Consumer/Provider Tasks have the following settings:

  • Name - Narrative name for the task.
  • Task 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.
  • Description - Detailed description of the task (optional).
  • Expire After - Intended duration of the workflow.
  • Connection Type - Select whether the link will be a Consumer or Provider
  • Connection Application - Select the UTA being connected
  • Connection Level - Choose the connection level
  • Object ID / Variable - Enter the Record ID (or a variable to obtain the Record ID of the object to connect to)
  • Connection Role - Select the Consumer UTA Connection role to be used for the connection

Configuration Walk-Through

The following articles walk through the steps needed to configure a Workflow Task Type

Notes

  • This feature is only available to level 1 and level 2 workflows.
  • Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).

See Also

Why.jpeg Click here to learn why this feature is a benefit to your organization.