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Non-labour time-phased data entry via workflow

Problem:

I'm trying to make a workflow that adds a new non-labour time-phase entry to a work item. (In the simplest case a custom function for non-financial users to add an expense to a task)

So I was thinking of using the custom action that would create a new item and have found the non-labour resource link item, which seems to be what I'm after. However, I have not been successful in finding what should go into the $RelatedLink field (screenshot attached) .

Robin Head Answered

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Did you figure this out?

The "Related Link" is the Direct Non-Labor Resource Link ("NonLaborResourceLinkDirect") that links the Non-Labor Resource to the work item. 

 

 

David Goulden
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Hi,

 

maybe a few more details about what else I'm trying to achieve:

 

I'm setting up a purchasing system via Clarizen that would add approved orders as an actual cost to the project (maybe even as budgeted/planned cost when it has been submitted). However, I currently can't find a way of updating the non-labour costs in the financial planning module via a workflow/custom action.

Robin Head 0 votes
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Hi David,

 

apologies for the slow reply, however, I did not manage to solve this yet. I'm still a bit lost as to what I have to enter in the $relatedlink field. I can't find a function or field by the name Direct non-labor Resource link. Do I have to use the Getlink function ?

 

Thanks,

Robin

Robin Head 0 votes
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Does the link exist yet? Meaning has the Non-Labor Resource already been added to the work item?

  • If it does exist, you'll need to use GetLink, as you mentioned. 
  • If it doesn't exist, you'll need to create the link, and then add the Non-Labor Time Phase data.
David Goulden 0 votes
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