Post

2 followers Follow
0
Avatar

New Project Custom Action

Afternoon all,

I have created a custom action that will create a new project from a request.  However, there are 2 issues I have:

  1. I want to choose the template that will build the project.  Can this be done via a user input variable and if so how?
  2. Th customer name is in the request but i cant see how to copy that over to the project.

Thanks for any help.

Martin Jubb Answered

Please sign in to leave a comment.

7 comments

0
Avatar

I've figured out how to get the template working but I'k stuck with the customer now...

 Cheers

Martin Jubb 0 votes
Comment actions Permalink
0
Avatar

Hello Martin,

I think this is what you're looking for:

I hope this helps.

Roland

Roland Pumputis 0 votes
Comment actions Permalink
0
Avatar

That's it, thanks Roland.

There is one more thing that I need though please.

We assign abbreviations to all of our customers and have a field called Abbreviation.  We use these abbreviations at the beginning of project names and also some task names so we can quickly find them when using the global search.

As an additional action with the "Create Project" custom action I would like to append the customer abbreviation to the project name.  It can be done either by the custom action when the request is converted or by a workflow when the project is created.

Can you give any assistance with this please?

Cheers 

Martin Jubb 0 votes
Comment actions Permalink
0
Avatar

Hi Martin,

The following can be used to obtain the last customer's name:

I hope this answers your question.

Roland

Roland Pumputis 0 votes
Comment actions Permalink
0
Avatar

The field I need is the Abbreviation field.  So i have CustomerAbbreviation as the variable and TargetObject.C_Abbreviation.

Because I want the format of the name to be "Abbreviation - Project Name" I've set this:

CustomerAbbreviation "-" ProjectName

This is my lack of javascript knowledge now.  I tried a few variations of brackets and quotes but I cant get this to work.

Thanks for your help

Martin Jubb 0 votes
Comment actions Permalink
0
Avatar

Hello Martin,

I think you need to use this: CustomerAbbreviation + " - " + ProjectName (where CustomerAbbreviation and ProjectName are text variables).

Best regards,

Roland

Roland Pumputis 0 votes
Comment actions Permalink