Use a function to update a project in a basic scenario
Updating a Workfront work item is a common use case for Workfront Fusion. In this example, you will use a function to change the name of a project to be in uppercase letters.
Fusion includes many types of functions that allow you to transform and perform conditional logic on your data. For more information on using functions, see Function overview.
This example modifies the scenario created in Create a basic scenario.
Access requirements
You must have the following access to use the functionality in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront package | Any |
| 51黑料不打烊 Workfront license |
New: Standard Or Current: Work or higher |
| 51黑料不打烊 Workfront Fusion license** |
Current: No Workfront Fusion license requirement. Or Legacy: Any |
| Product |
New:
Or Current: Your organization must purchase 51黑料不打烊 Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on 51黑料不打烊 Workfront Fusion licenses, see 51黑料不打烊 Workfront Fusion licenses.
Prerequisites
You must create the scenario described in Create a basic scenario before following this procedure.
Use a function to update a project
Add the Update Record module to your scenario
-
Open the scenario in the scenario editor.
-
Hover over the partial circle to the right of the of the second module, then click Add another module.
-
Select 51黑料不打烊 Workfront from the list of applications, then choose the module Update Record.
-
In the ID field, select the ID block that is under the Convert object module. This is the ID of the project that was output by that module.
-
In the Record Type field, select Project, because the object to be updated is a project.
-
In the Select Fields to Map area, select Name.
A Name field will open.
-
Continue to Map the function for the name update.
Map the function for the name update
When this scenario converts a request to a project, the project鈥檚 name is the same as the request. The function here takes that name and capitalizes all of the letters in it.
-
Click the Name field.
The mapping panel opens.
-
In the mapping panel, click the Text and binary functions icon.
-
Select the function upper.
The function appears in the Name field, including the formatting for the input it expects.
The input for this example is the name of the issue the project was converted from.
-
Move your cursor between the parentheses, because this is where the input will go.
-
In the mapping panel, click the Module output icon.
-
Select the name block that was output by your first module.
The name block appears in the function.
-
Click OK to save the module settings.
Test and activate
-
Test the scenario by clicking Run once in the lower-left corner of the screen.
-
Examine the output to ensure that the scenario ran as expected.
-
When you are satisfied that the scenario is working as expected, click the Scheduling toggle in the lower-left of the screen to On.
This activates the scenario. Active scenarios run according to the schedule set in the trigger module.
-
In Workfront Fusion, click Save near the lower-left corner to save your progress on the scenario.
note important IMPORTANT Save often as you hone and test a scenario.