Hi all,
I have a custom action that creates a project from a request. As part of that CA I would like to add the resources that will be working on the project. I can add a variable that allows me to add one resource but I would like to be able to add multiple resource in the same field in the same way we can add multiple resource to a task in a project.
I just cant see how to do it. Any help would be much appreciated.
Cheers
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Hi Martin,
I'm not sure what you're trying to achieve. Could you please clarify?
If you want to assign multiple resources on the project, you'll need to create multiple resource links between the users and the project.
If you want to put multiple objects in a variable, that is not possible.
I hope this helps.
Roland
Hi Roland.
The end goal is we want to be able to email all consultants that are going to be assigned to the project to let them know that they are going to be assigned and also give them a bit of info about the project. At the moment I've got a CA on the project called "Notify Resource" but it only allows me to add one consultant at a time to the variable. I can add more resource fields but its a bit of a messy way of doing it. far better if the field can accept multiple resource.
Maybe this can be achieved by adding the consultants as team members in the request?
I'm just looking for a cleaner way of notifying everyone either via WF or CA that they have been assigned and the message will include template details of the project.
Hope that helps to clarify.
Cheers
Hi Martin,
You can send an email to all resources on the project:
I hope this helps.
Roland
Thanks Roland,
Its good to know about that functionality but that isn't going to work in this case. I want to let consultants know they are being assigned before they are actually added to the tasks and they see them in their task list. I suppose we could add them as resources at the project level but if we send an email to all resources it will also email resources that don't need to be told that they have been assigned.
An alternative would be to add the consultants as team members in the request and have the CA that creates the project send the email to them. Its not the best solution as other team members would also get the email, but I can probably work around that.
What I'm really looking for is the functionality to select multiple resource in the one field, just like in the task resource field.
Cheers
Hello Martin,
It is not possible to create a custom field that can reference multiple objects. I think that the only option is to create a custom reverse reference field on the User object. This field should be referencing the Project object. This way, all users that have a project populated in that field should appear in a panel on that project. You may need to expose this in the profile settings. If this is set up, you should be able to send an email to the users in this list.
Suggested reading: https://success.clarizen.com/hc/en-us/articles/360000959473-Data-Objects#h_4402320627111518608514775
I hope this helps.
Roland
Thanks Roland,
I'll have a look but suspect that's a bit beyond my capabilities!
Thanks for your help.
