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jon_chen
Community Manager
jon_chenCommunity Manager
Community Manager
May 25, 2023

Adobe Workfront Experts on Workfront Fusion

  • May 25, 2023
  • 20 replies
  • 15734 views

 

June 15th, 2023

 

We are happy to welcome Andy Hess, Delivery Manager - Content Supply Chain and Ewan is a Senior Customer Success Architect for an AMA session about Adobe Workfront Fusion.

 

Our experts:

  • Andy Hess is an experienced professional with a strong history in Retail, Wholesale & Finance. Skilled in Business Administration & Process, Database Administration, Business Intelligence, and Integration Strategy. Focused on helping clients integrate Adobe Workfront into their enterprise technology landscape by setting realistic expectations and developing long-term roadmaps for integrations.
  • Ewan is a Senior Customer Success Architect that works with 100's of Adobe Workfront customers each year.  His 20 years of experience leading IT and Martech teams and software practice ownership provide him with a wealth of knowledge to feed his consultative approach.  In addition to his love of the outdoors and playing music with friends, Ewan has a passion for improving procedures at scale and is a builder of Fusion templates.

 

How this AMA works:

  • This thread will open on Thursday, June 15, for you to start submitting your questions.
  • Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible. 
  • After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource. 
    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    20 replies

    Show previous replies
    PoppyJennings
    PoppyJennings
    Level 2
    June 15, 2023

    @ewanh or @AndyHess

    Hi, my questions below...

    1. Can a wait step of a week be added into Fusion scenarios?
    2. Can data/runs in one scenario be transferred across to another scenario? eg if a webhook with relevant data runs on Tuesday at 11am in scenario A, can that info/data then be picked up and used in scenario B?
    3. Can one Fusion scenario trigger another? eg When Scenario A (triggered by a webhook) successfully completes then Scenario B will run
    4. Using Fusion module to "upload a document" into a WorkFront project, it uploads a "z" file type. Can it be set to upload something more useful like a .csv file?


    Thanks

      LindsayO
      LindsayO
      Level 2
      June 15, 2023

      Following this thread.

      G
      GarryWh
      Level 2
      June 15, 2023

      @ewanh or @andyhess I need help sending an email from Fusion while using a service account and not from my personal account. Do you have best practices for having Fusion authenticate into an Outlook/Exchange/Microsoft 365 service account? 

       

      Do I first need to register Fusion as an app within Azure AD or otherwise use the Graph API in some way? I got a little lost in the available documentation.

        AndyHess
        Adobe Employee
        AndyHessAdobe Employee
        Adobe Employee
        June 15, 2023

        Hi Gary, yes this can be confusing to setup.  We do not recommend using your personal email address in a o365 connector, as you are then giving anyone that has access to that connection (other users in Fusion) direct access to read and send emails on your behalf, which is a no-no from a security perspective.

         

        1. You will need to ensure that your service account is indeed a fully registered persona in Azure, not a group mailbox.

        2. It helps if you log-into the IDM, in an incognito window using this service account, to like o365.

        3. Then register the connection.  If you do not have rights, then have a Azure admin with you on the call who can select the log-in option to provide approval.  They often dont have to do anything on the back end, just be there to approve the connection through the Fusion UI.

         

        Finally, you may need to give this service account send-on-behalf of rights to any mailbox that you want to show as the originating address.

          M
          maddiemoore111
          Level 2
          June 15, 2023

          Hi - 

           

          New Workfront admin here. We are currently looking into fusion and have three possible automation we are looking into, two of them involving our partnerships team; curious if any of y'all are familiar with integrating Workfront with CRM platforms and have any tips on this. Thanks 🙂

           

          @ewanh @andyhess 

            ewanh
            Adobe Employee
            ewanhAdobe Employee
            Adobe Employee
            June 15, 2023

            Hi @maddiemoore111 ,

             

            Thank you for reaching out.  Connecting to CRM platforms with Fusion is one of our top three use cases.  We use it internally here at Adobe as well.  Probably the most important thing I've found is that when you connect to large instances with lots of custom data or fields it is best to use the custom API modules and get familiar with some basic JSON that call the specific fields.  This will optimize your scenario and keep the scenario size down. Of course, this all depends on which CRM platform you use and how its API is built.  

             

            The scenario I've built out a few times now takes a URL reference put in by a requestor from our CRM, parses the account ID using Regex and then uses that in a GET Custom API call to pull CRM data fields that I want to map to Workfront Issues, Task, or Projects. 

             

             

             

            FrankatMSC
            FrankatMSC
            Level 4
            June 15, 2023

            @ewanh
            My Team is looking to use fusion to integrate with Jira. Will Fusion allow the exchange of data no mater where the new record originates?

              ewanh
              Adobe Employee
              ewanhAdobe Employee
              Adobe Employee
              June 15, 2023

              Hi @frankatmsc ,

               

              Without knowing more about your environment or your specific needs I can't say specifically. Generally if you are connecting to JIRA in the cloud there isn't any problem reaching anything that is readily available in the API.  Even on premises you can mostly reach anything...but there are many more complications when dealing with on premises JIRA like Firewalls.   I have typically just connected to Issues in JIRA of all types and logged time.  I have found with some of the modules there is a visibility setting that can be ignored as in the example below.

               

                J
                JKorp
                Level 2
                June 15, 2023

                @ewanh @andyhess 

                We have been using Workfront Fusion for about a year and a half now. A couple questions:

                1. A few of our scenarios has the webhook set to trigger whenever a "field a" is updated to "answer a" on a custom form of a project. However, I've noticed that whenever someone goes in and updates another field within that custom form and clicks save, it retriggers the webhook. I'm assuming that's due to Workfront recognizing "field a" with "answer a" is being saved again, even though that field itself was not updated - my question: Is there any way to prevent the webhook from triggering every time another field on the form is updated? I'd like to avoid creating a separate form with this one field.
                2. Are there plans for Fusion to have more filter options when creating a webhook? 

                Thank you!

                AndyHess
                Adobe Employee
                AndyHessAdobe Employee
                Adobe Employee
                June 15, 2023

                Hi Jeannine,

                 

                Great questions,

                1. I love this question because it speaks to a newly released feature in Fusion that takes advantage of a Workfront event subscription filter called 'changed'.   Re-create the watch event webhook, and you will notice that you can set when field a = answer a AND field a is changed.   This will limit it to the one time that the field reaches the value indicated, and not on other events where that values simply is the current state.

                 

                2. The new features in the webhook are

                • you can now select the state of the evaluation as new state or old state
                • and all of these new operators, before it was just Equals and Not Equals

                 

                  RandyRoberts
                  Community Advisor
                  RandyRobertsCommunity Advisor
                  Community Advisor
                  June 15, 2023

                  So we no longer have to compare New State and Old State?

                    CrisDonaldson
                    CrisDonaldson
                    Level 3
                    June 15, 2023

                    @ewanh or @AndyHess

                     

                    I have a Fusion scenario that converts a Document at the Project Task level to a Proof and then applies an automated workflow using the convertToAutomatedWorkflowProof Proof HQ API call. I would like to also apply an existing template to the Proof, but I can't find a way to do that. I am able to easily apply the template to a versioned Proof by reading the current Template ID and then using the Create Proof module.

                     

                    Do you know how I can apply the Template during the initial Document conversion using the Misc Action module (Workfront API), or if there is a way to apply the Template using the Proof HQ API after the Document has been converted to Proof?

                     

                    Thanks,

                    Cristina

                    AndyHess
                    Adobe Employee
                    AndyHessAdobe Employee
                    Adobe Employee
                    June 15, 2023

                    Hi Cris,

                     

                    I would recommend that you use the rest API as a MISC action from the Workfront connection

                    It's a document action, createProofRest

                     

                    Generally it is 2 steps, one to provide a JSON body for the advancedProofingOptions, then the Misc Action

                    Please see examples attached of the JSON Body, and the createProofRest WF Custom API Module

                     

                    Hope this helps.   In the image you will notice we are manually building a stage, but you could have also selected a template ID from Proof.

                      Tvasilovic
                      Tvasilovic
                      Level 3
                      June 15, 2023

                      @AndyHess @ewanh

                       

                      Hello, I am a brand new Fusion user. My company just purchased our license and I am taking the 3 day instructor led course next week. My question is coming from a different angle. Are there some common things people come to you wanting to do with Fusion that Fusion just can't do or is wrong for?  I feel my leadership is looking to Fusion to be the solution to all our problems and I am wondering if there are some things we can identify as don't expect it to do x, y, z.

                      thank you

                        ewanh
                        Adobe Employee
                        ewanhAdobe Employee
                        Adobe Employee
                        June 15, 2023

                        Great question @tvasilovic ,

                         

                        The most common one I see are when people want things to change on the UI or to do things in the form they are working from.  Fusion works from triggered actions and if nothing has been captured by the API or there isn't a timed execution behind the scenes than nothing is going to automate.  I typically don't recommend using Fusion for things that you want to see results with in less than 10 seconds (and maybe that is generous as well) because there are just too many things that have to happen between the trigger action, fusion registering the trigger, the actions to take place and circle back around to the UI in the connected application.  The key things are triggering action and whether the applications' APIs support what you want to do. 

                          AndyKent
                          AndyKent
                          Level 2
                          June 15, 2023

                          @ewanh @andyhess 

                          Hi, I have a scenario which is creating public links of assets uploaded to specific projects. I'd like to be able to post the public url to another field (i.e. description). Is this possible and what module would I use?
                          Thanks!
                          Andy

                            V
                            viovi
                            Level 4
                            June 15, 2023

                            Following, interested in learning more about this too @ewanh @AndyHess 

                            PoppyJennings
                            PoppyJennings
                            Level 2
                            June 15, 2023

                             (@ewanh or @AndyHess)

                            Do you have an example of a scenario that posts a JSON payload to a webhook as the trigger for a scenario? This needs to run in production so can't use Postman (or similar.) Not too sure if I am asking this the correct way.
                            Thanks

                              ewanh
                              Adobe Employee
                              ewanhAdobe Employee
                              Adobe Employee
                              June 15, 2023

                              Thanks @poppyjennings ,

                               

                              I haven't done this before but I am intrigued.   You can set a scenario to create a webhook and an additional scenario to get triggered by that webhook.  In theory that could pass a JSON Payload or a triggered action that could then pull in the JSON payload.   @andyhess have you done this before?  

                               

                              I'd imagine you would have to be careful about the size of the JSON payload.  You may want to see if you can pick up a package of Integration Consultant hours through your account rep to help fine tune this solution.

                              ewanh
                              Adobe Employee
                              ewanhAdobe Employee
                              Adobe Employee
                              June 15, 2023

                              Well folks....that's a wrap!

                               

                              Thank you for reaching out to us and we look forward to catching you next time.  We will make every effort to follow up with any followup responses or anything posted at this point or before. 

                               

                               

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