Workflow Task Type: Create Consumer/Provider Link

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

Overview

SmartSimple's UTA Provider/Consumer Relationships allows for the sharing of data between different 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 Workflow subsystem, without custom scripting.

Creating a Consumer / Provider Workflow

Start by creating a single step workflow. Detailed instructions on creating a single step Workflow can be found here.

1. Under the Configuration menu, click on Workflows
2. Press the "+" New Workflow icon
3. Select the Workflow Type, give the workflow a Name, select the Trigger When action, and complete any other relevant fields.
4. Click Save

Creating a New Task

For details on creating a new Workflow task click here.

1. Press the "+" New Task icon to add a new Workflow task.
2. Give the task a Name.
3. Select Create Consumer / Provider link from the Task Type drop-down list.
4. Enter a Description, Connection type (specify Consumer or Provider), Connection Application, Connection Level, Object ID / Variable, and Connection Role.
5. Click Save

"Create Consumer / Provider Links" Special Field Options

Field Name	Description
Connection Type	Select whether this connection is either a Consumer or Provider type.
Connection Application	Specify the target UTA
Connection Level	Specify the Level One entity, or Level 2 or 3 activity
Object ID / Variable	Enter the record id or a variable to obtain the record id of the object to connect to. Multiple records should be semi-colon delimited (eg. For example: @#2762780#@;@#2762781#@).
Connection Role	The Connection Role should be a role from the Consumer UTA

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.

Add Connectors

For details on adding Workflow connectors click here.

The Completed WorkFlow Tasks with connectors

Notes

• This feature is only available to level 1 and level 2 workflows.
• Separate Object ID / Variables by semicolon (For example: @#2762780#@;@#2762781#@).
• From the Task Type field, options to create both a Consumer / Provider link as well as a Provider / Consumer link are available.

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