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Integration call - Project creation - Set Project Manager?


Lyonel
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Hi,

I am trying to create a BPM where from a service request (project mandate) I can automate the creation of a project in Project Manager. The integration call is working very well but I have one issue: if I don't specify the project manager, the system will automatically assign the project to the account I use to interface (e.g. System Admin account in my case).

The alternative is to set the project manager using a variable injection, taking the request owner for example. But this is far from ideal...

Is there a way to capture a user via human task in the BPM? Or using a custom field? Then I would be able to inject it into my integration call.

Thanks!

 

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@Lyonel I am not sure if it is practical for you, but have you tried the User Picker in progressive capture, to choose the project manager from a drop down of users, and then inject that user as the project manager in your BP Node for the project owner? 

1. Custom Form > Add Field > Dynamic Drop Down Select Box > Data Query > Search All or Search Co-Workers (sorry no further filtering currently available)

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2. Once the PC question has been asked, in your business process use a Get Request Info > PC Answers then on your integration node in the Project Manager field, use the variable picker, find your user picker question from PC, and inject / overwrite with the RAW value option.

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This seems to work for me.

I appreciate this may not work for you if you can't choose the PM during the progressive capture but thought i would offer this up as something to explore

Steve

 

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@Lyonel i thought you would say that.  I only made the suggestion, as i wasn't sure who would be raising the requests for the projects and if it was feasible that the submitter would know this.

If that won't work, you could do the following:

1. Create a Simple List in Service Manager, of the possible Project Managers, ensuring that each Simple List item Value = the user's ID (see example below)

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2. Add a task in your business process, where you would pick who the project manager is going to be - using the pick list you have defined already as the source.  In my example below, i have added the question to the single outcome on the project task

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3. Use the above task question variable as the Project Manager, in your integration call and Project Manager Field 

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This seems to work ok for me

 

 

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Sorry @Lyonel i should have mentioned that :(  those custom task capture fields are really really useful for lots of things, they can be applied to both task and task outcome level.

Tip - If you are using different custom fields on the task or against different task outcomes, ensure you have unique id's for each fields (across the whole task / multiple outcomes)

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@Steven Boardman

6 minutes ago, Steven Boardman said:

Tip - If you are using different custom fields on the task or against different task outcomes, ensure you have unique id's for each fields (across the whole task / multiple outcomes)

Yeah... validation against that would not be a bad idea ^_^

I have already learnt this lesson the hard way :lol:

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