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UTA Provider/Consumer Relationships

225 bytes added, 17:30, 9 October 2013
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The fields that are visible in the UTA Provider section can be controlled using the [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_display_settings|Provider List View]] on the UTA Settings page in the Level 1 settings section.
 
Once a Provider record is associated with a consumer record then the linkage can also be visible against the provider record if the standard fields have been exposed in the provider UTA.
[[Image:ProviderListView5.png]]
 
==Variables and Provider / Consumer Records==
 
You can use the syntax below to display a list of Consumers or Providers associated with a record.
:<font size="3">'''[#(?object=''objectname'';{options})~''standardfieldname''~ $''customfieldname''$#]'''</font>
:* '''~Index~''' can be used to number the lines (1, 2, 3...) '''Note:''' ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.
::* ''~Index~'' (upper case 'I') start numbering at 1, ''~index~'' (lower case 'i') starts numbering at 0.
 
 
==Template formulas and Provider / Consumer Records==
 
* If you are using template formulas to populate Level One fields with details on associated UTA providers then you must use the following syntax:
@level1.fieldname@=@level1.utaprovider.count(*)@;
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