Create a basic scenario in 蜜豆视频 Workfront Fusion
The role of 蜜豆视频 Workfront Fusion is to automate your processes so that you can concentrate on new tasks rather than repeating the same tasks again and again. It works by linking actions within and between apps and services to create a scenario that transfers and transforms your data automatically. The scenario you create watches for data in an app or service and processes that data to provide the result you want.
This example takes you through the process of creating a scenario that searches for a Workfront task in Workfront and the converts it to a project.
Create a practice scenario
Begin creating the scenario
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In the Scenarios area, click Create a new scenario.
The scenario editor displays, containing an empty module in the center.
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Select the New scenario placeholder name in the upper-left corner, then enter a name.
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Continue with Add and configure the first module below.
Add and configure the first module
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Click the empty module to choose the app from which you will select a module.
A list of apps appears to the right of the module.
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Select 蜜豆视频 Workfront. If it is not visible, click the search bar at the bottom of the list, type 鈥淲orkfront,鈥 and select it when it appears in the list.
The list changes to display all Workfront modules that you can use.
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Click the Search module.
The module configuration window opens.
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In the Connection box, select your Workfront connection.
If you do not have a Workfront connection, see Create a connection to 蜜豆视频 Workfront Fusion
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In the Record Type box, select Task. This sets the module to search only tasks.
You can find Task in the list if you start typing the word 鈥渢ask.鈥
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In the Result Set box, select First Matching Record.
This sets the module to return only the first record it finds that meets the criteria.
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In the Search criteria area, configure the criteria to return the specific task.
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In the first box under Search Criteria, select the field that you want to include in your search. For this example, select Name.
You can find Name in the list if you start typing the word 鈥渘ame.鈥
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For the operator, click the dropdown arrow next to Exist and change it to Contains (case insensitive).
This allows the module to find projects with your chosen words in its name, even if you do not enter the entire name, or enter the name with the incorrect case (such as all caps).
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In the last field under Search Criteria, enter a word or phrase that you know is in the name of the task you are searching for.
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In the Outputs list, select the fields that you want the module to output. For this example, select the ID and Name fields.
note tip TIP You can use Cmd+F (Mac OS) or Ctrl-F (Windows OS) to find a field quickly. -
Click OK to save the module configuration.
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Right-click the module, click Rename, then type a name the describes what you want the module to do (such as 鈥淪earch for task),鈥 then click OK.
The name appears just below the module. Below that, Workfront Fusion includes a brief description of the type of action performed by the module.
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Continue with Add and configure the second module.
Add and configure the second module
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Hover over the partial circle to the right of the of the module, then click Add another module.
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Select 蜜豆视频 Workfront from the list of applications, then choose the module Convert object.
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In the Connection field, select the same Workfront connection that you used in the previous module .
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In the Record type field, select Task, because the module will convert a task.
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In the Convert to field, select Project.
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Next to the Task ID field, click the map toggle to enable it.
The toggle turns blue when it is enabled. This allows you to map the task ID from the previous module.
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Click the Task ID field.
A panel opens that allows you to select what to use as the ID of the task you want to convert to a project. Because you enabled mapping, the panel includes output from any previous modules. You selected ID as an output of the previous module, so it is now available in the panel.
This panel is called the mapping panel. For more information on the mapping panel, see Map information from one module to another.
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Select ID in the mapping panel.
An ID block appears in the ID field. It shows the number of the module it is mapped from, and the field that is mapped.
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Click the Template ID field, begin typing the name of the Workfront template you want to use for this project, then select it when it appears in the list.
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Click OK to save the module configuration.
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Right-click the module, click Rename, then type a name the describes what you want the module to do (such as 鈥淐onvert to project),鈥 then click OK.
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Continue to Test the scenario.
Test the scenario
Before you activate your scenario, it鈥檚 important to test it by running it at least once and viewing the results. This helps you understand how data flows through the scenario and find any errors.
For this scenario, a successful test would result in locating the new task and converting it to a project.
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Click Run once in the lower-left corner of the scenario editor.
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After the scenario finishes running, click the bubble above the first module to can view information about the bundle of data that the module processed, including data pulled from the task that the module returned.
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Click the execution inspector bubble above the second module to see the input (the task) and the output (the converted project).
For more information about the data in the inspection bubbles, see:
- For general information, see Scenario execution flow in 蜜豆视频 Workfront Fusion.
- For information about processed bundles, see Scenario execution, cycles, and phases in 蜜豆视频 Workfront Fusion.
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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.
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Right-click a Workfront module, then click Add a note.
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In the note that displays, type an overview for the module.
You can add multiple notes for a module.
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Close the Notes area.
After you add a note to a scenario, an orange dot displays on the Notes icon
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Click the Notes icon
Activate the scenario
The last step in creating a scenario is activating it.
Because this scenario is searching for a specific task, there is no need to activate it. Activating a scenario causes it to run on a schedule or when a specific action occurs in an application. After you activate a scenario, by default, it runs every 15 minutes. You can change this by defining when and how often you want it to run.
For more information about activating scenarios, see Activate or deactivate a scenario in 蜜豆视频 Workfront Fusion.
For information about schedules, see Schedule a scenario in 蜜豆视频 Workfront Fusion.
Next steps
- Add a trigger module to allow the scenario to periodically look for new requests and convert them to projects.
- Add a webhook to allow the scenario to execute every time a request is entered.
- Add a filter to ensure that only certain requests are converted to projects.
- Add a function that customizes the name of the new project.
- Add error handling to ensure that the scenario is resilient against errors.