Support for Number of Customers in API

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Larry Bear
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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? :(