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O
OmahaOmaha
Level 4
January 6, 2025
Question

Creating a Fusion Scenario that acts like Bulk Assignments

  • January 6, 2025
  • 2 replies
  • 1027 views

I'm in the middle of creating a fusion scenario that acts like the bulk assignments tool that you would find in the workload balancer.  However, we want to build a scenario that updates all of the correlating task assignments based on a typeahead field found on a project level form. Once the project level typeahead field is filled out, the correlating task assignments in the project would update with that users name, wherever the associated job role would appear.  The issue I'm running into is how to connect the project level typeahead field to those task assignment roles. Any assistance would be greatly appreciated.

2 replies

ChristinaJay
ChristinaJay
Level 4
January 7, 2025

The way we did it which was messy was:

 

#1 Typeheard_Role_Assignment field on the project. (A)

 

then

#2 Calculated field User ID of #1 on the project 

 

then

#3 Calculated field equal to #2 on a task form

 

then

#4 have it reference the task assignment to the calculated field. 

 

I know there's a reference in there the fusion data structure that 

Role Name = Role ID

 

then

#5 for Role ID xyz use UserID etc. 

O
OmahaOmahaAuthor
Level 4
January 7, 2025

this portion throughs me off:

 

#2 Calculated field User ID of #1 on the project 

 

then

#3 Calculated field equal to #2 on a task form

 

Are you saying that I need to create a calculated field on both the project and task level that captures the results of the #1  typeahead field?

ChristinaJay
ChristinaJay
Level 4
January 8, 2025

There may be an easier way to do it, but the reason for the calculated field on the task is because I wasn't able to reference the project's typehead value from the task without it being a calculated field. 

    J
    JimBr1
    Level 3
    January 24, 2025

    I just completed a scenario that does a similar action.

    Overview of senario function:

    I use a Webhook to monitor a flag I can set on a custom form to trigger my event, 'Update Task Assignments'

    The scenario then looks at 8 type ahead fields I have on the form to determine the user ID via a JSON function

    With that user ID I can derive their role ID

    A search of tasks with on the project will expose those tasks that have an assignment with that role

    Once I have a list of tasks, I iterate again looking for specific assignments with that role 

    Once the assignments are identified, I use the update (assignment) module to add my user ID to the specific assignment

    I will say its a bit slow as the number of tasks and their assignments can produce a pretty large number of items to iterate thru - but it does work.

    O
    OmahaOmahaAuthor
    Level 4
    January 24, 2025

    Jim do you have a blue print of this scenario you created to review?

    J
    JimBr1
    Level 3
    February 3, 2025

    I'm sure it could be optimized a good bit - but it works - let me know if you have any questions

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