Pandora - Add a UTA Role (Company or Contact) and Associate Feature

This function is used to associate a single organisation, contact or Provider with a UTA level 1, 2, or 3 record. This function is also used to associate a contact with an organisation record through the Associate/Association feature, create a parent-child relationships between 2 companies and to create Consumer/Provider relationships

utarole_add(flag,callbackfunc,parenttype,parentobject,childtype,childobject,roleid,rset)

Parameter	Description
Flag	Asynchronous processing Flag Set to False for synchronous processing. Set to True for asynchronous processing.
Callbackfunc	User created JavaScript function to manage the callback from an asynchronous function.
parenttype	Type of object to attach a child object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user)
parentobject	The ID of the parent object
childtype	Type of child object to be attached to the parent object (23 is Level 1; 26 is Level 2; 30 is company; 40 is user)
childobject	The ID of the child object
Returns

Notes

Associate a company or a contact with a Level 1

Parent type could be level 1, 2 or 3 or company (for the associate)

Parentobject = ID of Level 1, 2 or 3 or company ID

RoleID = Role

Example (Add a contact to Level 1)

 function addOfficer(roleid){
      ss_developer_key="@system.ss_developer_key@";
  if (roleid==10901){
      var lineItemSelectRO= document.getElementById("RoID");
      var lineItemId= lineItemSelectRO.options[lineItemSelectRO.selectedIndex].value;
      if(lineItemId=="0"){
        alert("Please select a research officer.");
        return;
     }
   }
      utarole_add(false ,"","23","@opportunityid@","40",lineItemId,roleid);
      alert("Research Officer has been added to the application");
 }
 <input class=ButtonSm type="Button" onclick="addOfficer(10901)" value="Add RO" />

Consumer/Provider

• To determine the ROLEID for Consumer/Provider relationships go to the UTA Connection Roles setting within the UTA, right-click or hover over the hyperlink for the relevant role. The ROLEID is the parameter listed as statusid in the URL.

Level 1 Provider to Level 1 Consumer:

utarole_add(false,"",23,PROVIDER_OPPORTUNTYID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset);

Level 1 Provider to Level 2 Consumer:

utarole_add(false,"",23,PROVIDER_OPPORTUNTYID,26,CONSUMER_EVENTID,ROLEID,rset);

Level 2 Provider to Level 1 Consumer

utarole_add(false,"",26,PROVIDER_EVENTID,23,CONSUMER_OPPORTUNTYID,ROLEID,rset);

Companies

Company Relationships are used to link one company in a hierarchical structure(i.e. parent and child relationship). In the syntax below the parent object is first company, while the child object is the second company.

utarole_add(false,"",30,COMPANYID,30,COMPANYID,,rset);

Company Associations are used to link a company to a contact. In the syntax below the parent object is first company, while the child object is the user.

utarole_add(false,"",30,COMPANYID,40,USERID,ROLEID,rset);

See Also

• utarole_remove