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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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| − | __TOC__
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| − | Consumer/Provider Link Workflow Task Type creates [[UTA Provider/Consumer Relationships|Consumer/Provider relationships]].
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| − | The Task Type is available to [[Level 1 Entity|Level 1]] and [[Level 1 Entity|Level 2]] workflows.
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| − | [[Image:Consumer_provider_wf_details_new_task.png|link:|900px]]
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| − | ==Task Settings==
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| − | Consumer/Provider Tasks have the following settings, all of which control how the target record is linked to the record triggering the workflow:
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| − | * '''Name''' - Narrative name for the task.
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| − | * '''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.
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| − | * '''Description''' - Detailed description of the task ''(optional)''.
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| − | * '''Expire After''' - Intended duration of the workflow.
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| − | * '''Connection Type''' - Select whether the link will be a Consumer or Provider
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| − | * '''Connection Application''' - Select the UTA being connected
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| − | * '''Connection Level''' - Choose the connection level
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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). It accepts semicolon separated lists.
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| − | * '''Connection Role''' - Select the Consumer UTA [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|Connection role]] to be used for the connection
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| − | ==Configuration Walk-Through==
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| − | The following articles walk through the steps needed to configure a Workflow Task Type
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| − | * '''[[Adding a Workflow Task in an Acknowledgment Workflow]]'''
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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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| − | * [[UTA Provider/Consumer Relationships]]
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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:Workflows]][[Category:Consumer/Provider]]
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