Expand my Community achievements bar.

SOLVED

How to create task approval with Fusion?

Avatar

Level 4

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!

1 Accepted Solution

Avatar

Correct answer by
Level 9

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

View solution in original post

7 Replies

Avatar

Correct answer by
Level 9

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

Avatar

Level 4

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

Avatar

Level 4

yes, we were able to create it using an example in the Cookbook, Custom API Call module to create an Approval Process and then adding its ID as Approval Process ID to the task that needed to be approved as was suggested by Lars.

Avatar

Level 7

Can you share the cookbook pdf please? The other one I have doesn't have this example.

Avatar

Level 7

@Viktoriia - I would appreciate it if you could send me the blueprint, thank you.