Any help would be appreciated.
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Hi Adam, we just completed a project that would be very similar to your steps using Fusion 2.0, unfortunately I don't have anything i can share by way of example, but is there anywhere in particular you are stuck?
It looks like step 1 and 2 is Workfront functionality, for step 3 it would be great if you could use project templates and allow Fusion to create a new project using a template, which template selected could be based on some of the custom form data the user has entered. If the template contained most of the tasks, hours etc, any further changes could be made by Fusion "Update Record" (Project) card, again based on what the user has entered on the custom form.
In our scenario, the user selects from a dropdown menu, selecting the relevant request type, the values for that field on the custom form are the template ID, so Fusion can get a template ID based on what the user has selected.
For number 4, the Fusion 2.0 training has some great examples of updating Google Sheets and was very straight forward.
For number 5, this is also similar to ours, in our scenario when the project is created for step 3, we also create a program first using a "Create Record" card and update all projects with that Program ID, so they are all stored together.
Hi Adam, we just completed a project that would be very similar to your steps using Fusion 2.0, unfortunately I don't have anything i can share by way of example, but is there anywhere in particular you are stuck?
It looks like step 1 and 2 is Workfront functionality, for step 3 it would be great if you could use project templates and allow Fusion to create a new project using a template, which template selected could be based on some of the custom form data the user has entered. If the template contained most of the tasks, hours etc, any further changes could be made by Fusion "Update Record" (Project) card, again based on what the user has entered on the custom form.
In our scenario, the user selects from a dropdown menu, selecting the relevant request type, the values for that field on the custom form are the template ID, so Fusion can get a template ID based on what the user has selected.
For number 4, the Fusion 2.0 training has some great examples of updating Google Sheets and was very straight forward.
For number 5, this is also similar to ours, in our scenario when the project is created for step 3, we also create a program first using a "Create Record" card and update all projects with that Program ID, so they are all stored together.
@Ciaran Campbell‚ thank you for your reply it was very helpful. I got the scenario working.
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Here is how the scenario is mapped out.
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