Workflow Task Type: Create Consumer/Provider Link

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.

The Task Type is available to Level 1 and Level 2 workflows.

Contents

Task Settings

Consumer/Provider Tasks have the following settings, all of which control how the target record is linked to the record triggering the workflow:

• 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). It accepts semicolon separated lists.
• 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

• Adding a Workflow Task in an Acknowledgment Workflow

See Also

• Workflows - Overview
  
• Workflow Task Types
  
• Task Types Available to Workflow Types
  
• Workflow Types
  
• UTA Provider/Consumer Relationships

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