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Couple Web API and Custom Action (or formula)?

Hello,

 

Maybe I should post in the Customization forum for this, but that's midway between development and Customization. I started to work both with Custom actions and Web API (using C#).

The list of functions available for workflows or custom actions is limited. With the API, coupled with the language you use, you can do some more advanced tasks (use custom requests, use loops...).

 

Just in case, my first use case would be to code a function like GetAssignedWorkForGivenPeriod, but with the ability to filter on a workitem.

So, I'm wondering if there is a way to couple Workflows with Clarizen API. Maybe using Outbound Call?

Do you have any example for this kind of things?

 

Thanks in advance,

Armand

Armand BOLMONT Answered

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Hi Armand,

I found this on this forum: https://success.clarizen.com/hc/en-us/community/posts/203991468-Outbound-calls-any-examples-

You may also be interested with ResourceManagementQuery service (https://api2.clarizen.com/v2.0/docs/html/T_clarizen_com_api_ResourceManagementQuery.htm) which retrieves information similar to Resource Load page in Clarizen.

The documentation for Outbound Call action is here

Hope this helps,

Ophir

Ophir Kenig 0 votes
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Hi Ophir,

Thanks for your feedback. I tested the ResourceManagementQuery, and that made me realize that the Resource View doesn't display all the intermediate items (like Parent Task, or Parent Milestone), and the same limitation seems to apply on the API (but maybe I'm missing something).

I read that the Outbound Call isn't executed synchronously, but added to a job list, so I think that's not relevant to create a new function in custom action context.

It looks like a dead end after all...

Thank you

 

Armand BOLMONT 0 votes
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Hi Armand,

You may also look into GetTaskAssignmentForGivenPeriod or GetTaskAssignmentForFixedPeriod

They surely use work item filter, though I'm not sure they'll work for non leaf tasks as conceptually actual work is performed on leaf items.

Hope this helps,

Ophir

Ophir Kenig 0 votes
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Thanks Ophir,

 

I tried to use GetProjectAssignmentForGivenPeriod (the corresponding method for project, maybe the name isn't right), as I thought it would manage the "not leaf" question. I'll give a try to the GetTaskAssignmentForGivenPeriod method too.

Thanks again for your advice,

Armand

Armand BOLMONT 0 votes
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