Setting up the Workfront Connector

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Allocadia can trigger project creation in Workfront through Outbound Actions that connect the two platforms and allow for seamless data integrations. In order to set up the Outbound Action, certain fields need to first exist on the details panel to push data from Allocadia to Workfront.

  1. On the Home Tab, click the Master Settings in line with your desired Folder
  2. Navigate to the Columns tab under Template Setup on the left-hand side
    Note: There are three optional fields you can push to Workfront including: Project Start Date, Project Owner and Project Status. 

    - Project Name: projectName is a required fieldthat is used when creating a new project. We recommend this be a text field type for the user to type in a desired name for a new project creation.

    - Project Start Date: Project Start Date is an optional field. If this field is not created, Allocadia will input the date and time of project creation.

    - Project Owner: projectOwner is an optional field used to specify the project owner as indicated in Workfront. It is recommended to create a column with a dropdown type for a selection of all potential Workfront project owners. If no project owners are specified, the credentials used to configure the connector will be used as the owner.

    - Project Status: projectStatus specifies the status of the project as set in Workfront. It is an optional field. If left unspecified, the status will show as current. We recommend creating a dropdown type column with options that mirror the status options available in Workfront.

  3. Add Columns as desired
  4. Create your Outbound Action
    Note: In the Parameters text box, code needs to be written indicating what you want the action to do. Below is sample code with items that need to be replaced with your created names in bold. 
    Note: In the Parameters text box, code needs to be written indicating what you want the action to do. Below is sample code with items that need to be replaced with your created names in bold: 

    { "projectName": "${ item.workfrontProjectCreation ? json_string }",

    <#if item.startDate ? has_content >

    "projectStartDate" : "${ item.startDate ? iso_local ? json_string }",

    </#if>

    "projectOwner" : "yournamehere@allocadia.com",

    "projectStatus": "${ item.wf_project_status ? json_string }" } 

As mentioned above, this is sample code and Edits must be made to ensure the set-up of Workfront is correct for your instance. For additional help on creating the code for the outbound action, please contact Allocadia Support.

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