Has anyone ran an automation based on the ID Reference number? | Community
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J
Jaxelle
Level 4
October 5, 2023
Question

Has anyone ran an automation based on the ID Reference number?

  • October 5, 2023
  • 2 replies
  • 1178 views

I want the reference ID to automatically always go to the front of the title when converting a request into a project.

 

I'm just tapping into fusion so wanted to see if someone has a similar automation set up

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2 replies

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
October 5, 2023

So to make sure I understand, you're saying when a request is converted into a project, you want the project name to change to something like {Project Reference Number} {Original Project Name}? If so, I've done similar things previously, yes.

J
JaxelleAuthor
Level 4
October 5, 2023

Exactly this, yes.

 

Would you be happy to share your scenario design?

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
October 5, 2023

It's fairly straight forward.

1. Create a webhook that triggers on project creation, and filter by convertedOpTaskEntryDate != blank, as well as any other filter you'd like

2. Update project name

ChristinaJay
ChristinaJay
Level 4
October 6, 2023

IMO - you're better off building a calculated field that populates at the top of the project form and copying/pasting the name then wasting a scenario on that. 

J
JaxelleAuthor
Level 4
October 9, 2023

Interesting- thanks for your input. I don't quite understand what you mean. Have you done something similar you could share? 

ChristinaJay
ChristinaJay
Level 4
October 9, 2023

Our naming convention follows a Project#-LOB-Request Name format for all projects. (ex. 999999-PSG-Test Project).

 

The request that was converted is the source of the name.

 

I created a project level calculated field that combined the project reference # of the project (basically the object number), the value of a selected field (our Line of Business field) and the converted request name.

 

This calculated field will populate onto our project form when you convert the request. So all the PM needs to do is copy it and rename the project in one fell swoop. (the copy and paste is the manual step of the whole thing, but its not wasting a scenario)

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