Changes

Jump to: navigation, search

Workflow Task Type: Create Consumer/Provider Link

1,721 bytes removed, 20:57, 28 January 2016
no edit summary
[[Image:New_workflow.png]]
 
 
==Creating a New Task==
For details on creating a new Workflow task click '''[[Creating_a_Single_Step_Workflow#Create_New_Task|here]]'''.
 
# Press the '''"+"''' '''New Task''' icon to add a new Workflow task.
# Give the task a '''Name'''.
# Select '''Create Consumer / Provider link''' from the '''Task Type''' drop-down list.
# Enter a Description, Connection type (specify Consumer or Provider), Connection Application, Connection Level, Object ID / Variable, and Connection Role.
# Click '''Save'''
 
 
{| class="wikitable"
|+ style="text-align: left;"|"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.<br />
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
|}
 
 
[[Image:New_WorkFlow_Task.png]]<br />
''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 '''[[Creating_a_Single_Step_Workflow#Connecting_Tasks|here]]'''.
 
 
[[image:New_connector1.png|400px]]<br />
 
[[image:New_connector2.png|400px]]
 
 
==The Completed WorkFlow Tasks with connectors==
 
[[image:Completed_workflow_task.png]]
 
==Notes==
2,004
edits

Navigation menu