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

Create the 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

Create the Consumer Provider Task

Create a new workflow task. Details instructions on creating a Workflow Task can be found here

1. Click on the Tasks tab
2. On the Start line, complete the New Connector details
3. Click on the + (New Task) button to create a new task
4. 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.
5. Click Save

Quick Notes

• For Object ID/Variable: Enter the Record ID or a variable to obtain the Record ID of the object to connect to.

• For Connection Level: choose Level One or Level Two

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.

See Also

Workflows - Overview
Workflow Task Types
Task Types Available to Workflow Types
Workflow Types