Support for Number of Customers in API

What's New

You can now easily get the number of Customers linked to your Project using API and use the CustomerCount in workflows and validation rules.

How it Works

Example #1 - Validation Rule (on Project Customer Link)

Validation-Rule-on-Project-Customer-link.png

 

Validation-Rule-Message.png

 

 

Example #2 - Workflow Rule 

Non-blocking action, with Red Notification

Workflow-Rule-on-Project.png

 

Workflow-Notification.png

 

Example #3 - Custom Action

Show the "Set a Rate Card" action only if there are customers linked.

Custom-Action-Evaluation-Criteria.png

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Comments

  • Avatar
    Wilfredo Maldonado

    HALLELUJAH!!!

    You made my day. Now I just need ALL the "manually set" toggles to be visible for use in our logic. I am glad my Enhancement Request was made reality. Your welcome to all the other Clarizen users out there...

    - Wilfredo

    P.S.
    We cannot add images to these comments? :(