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Level 4
Sep 13, 2023 9:30 PM UTC
Solved

How to create task approval with Fusion?

Hi,

I'm working on a scenario where I watch for updates of several tasks within a Project.

When Task A is complete, I need to set Task B to In Progress and create single use Task Approval. 

Is it possible to do it with Fusion? If so, how? Does anyone have working examples?

Could you please advise?

Thank you!

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lgaertner
lgaertnerAccepted solution
Level 9
Sep 14, 2023 10:03 AM UTC

Hi Viktoriia,

 

although I do not have a working example ready, for the first part I would try the following:

 

- assign Task A as predecessor to Task B in Workfront

- add a Watch Events module in Fusion and configure the webhook to be triggered if a task is competed (filter to include Task A)

- add a Read Related Records module as next module with 

     Record Type -> Task

     Parent Record ID -> <ID of completed Task> from Watch Events module

     Collections -> Successors

     Outputs -> successorID

 to get the ID of Task B

- add an Update Record module as next module with
     ID -> successorID from Read Related Records module

     Record Type -> Task

     Fields to map -> Status -> in Progress

 

Adding a single use task approval using Fusion seems to be a more challenging part.

I think you will need to add 

 

- a Custom API Call module talking to ARVPRC via POST request (have a look into Fusion cookbook, chapter Automating Workfront Request Approval Workflows) for details

- an Update Record module to assign the new approval process to Task B

 

Regards

Lars

8 replies

lgaertner
lgaertnerAccepted solution
Level 9
Sep 14, 2023 10:03 AM UTC

Hi Viktoriia,

 

although I do not have a working example ready, for the first part I would try the following:

 

- assign Task A as predecessor to Task B in Workfront

- add a Watch Events module in Fusion and configure the webhook to be triggered if a task is competed (filter to include Task A)

- add a Read Related Records module as next module with 

     Record Type -> Task

     Parent Record ID -> <ID of completed Task> from Watch Events module

     Collections -> Successors

     Outputs -> successorID

 to get the ID of Task B

- add an Update Record module as next module with
     ID -> successorID from Read Related Records module

     Record Type -> Task

     Fields to map -> Status -> in Progress

 

Adding a single use task approval using Fusion seems to be a more challenging part.

I think you will need to add 

 

- a Custom API Call module talking to ARVPRC via POST request (have a look into Fusion cookbook, chapter Automating Workfront Request Approval Workflows) for details

- an Update Record module to assign the new approval process to Task B

 

Regards

Lars

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vioviAuthor
Level 4
Sep 14, 2023 1:41 PM UTC

Thank you so much, Lars! I'll look at API call module, I have not tried it yet.

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_Manish_Singh
Level 9
Mar 21, 2024 7:11 AM UTC

Hi @viovi - Any luck with the single use Task Approval?

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