How to Automate Moving Proofs from the Issue to a Request

[MargretteBoyer]

Hi everyone, 

Problem: Proofs that are created in the issue are not automatically moving over to the project once it's been converted and the requester doesn't remember to do it. 

Solution: I would like to use Workfront Fusion to automate this process. 

I'm looking for some information or help if anyone is familiar on how to setup something like this in Fusion.

Thanks in advance. 

[lgaertner]

Hello Margrette,

I think, that we are using a similar scenario:

You could start with a Watch Events module looking for newly created tasks or projects (depending on what your target object type is).

For tasks and projects there are the fields convertedOpTaskID, convertedOpTaskEntryDate and convertedOpTaskName, which only have a value, if they are originating from a converted issue (OPTASK). One of these should be your filter.

Afterwards you could use the Read Related Records module to check on your issue, if there are any douments (Collections). If yes, you can use the Misc Action module on those documents with the action moveToFolder and set the desired folderID of your target object.

The detailed setup depends on several parameters, including, if the converted issue is preserved or not.


Regards

Lars

[MargretteBoyer]

Thank you!