Automatically Create a Project from Request
Requirement:
In many organizations, non-technician users are responsible for initiating project-related activities. These users raise service requests that, after approval, need to be converted into full-fledged projects. Typically, this process is manual and managed by a project manager who refers to the request and manually creates the project using relevant details.
To streamline this workflow, you can automatically create a project from a request using the “Invoke Action” feature when specific conditions are met.
Steps to configure:
- Download the attached scripts.
- Goto Admin > Developer Space > Global Function > Copy & Paste the attached GF_4 - Configuration.txt and save it with a name.
- Update the URL and technician key as per your instance.
- For Integration key/Technician key refer this KB link: https://pitstop.manageengine.com/portal/en/kb/articles/creating-integration-key
- Goto Admin > Developer Space > Request Custom Function > Copy & paste createAndAssociateProjectWithRequest.txt and save it with a name.
- Update the global function name according to your instance. In my case it's configuration().
- Update the
udf_fieldmappings based on your instance. If a value needs to be fetched from the request, configure it in theudfFieldMapping. For static values, define them in thestaticUdfValues. You can modify both sections as per your requirements .
- Configure the created custom function in a trigger to get executed every time the service request is approved.
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