An action is an event received by an application that can terminate the execution of a Zap.

Version 1.1.1 of the Zapier application Project Monitor now lets you enter attachments directly in theaction configuration.

It is still possible to use templates to fill in attachments. For the same structure, the template, the zap, takes over.

In order to manage project attachments in Project MonitorIt may be necessary to create a project template . This template must be entered in the zap actions so that Project Monitor can create the project with the right information.

Prerequisite 1: Review the required attachments

1. Click on Administration.
2. Click on Field settings.
3. Click on Hierarchies.
4. Select the structure .
5. Verify that for the linked object project template, le champ obligatoire est bien coché. Modifier si besoin.
6. Enregistrer si des modifications ont été réalisées.

Prerequisite 2: Create a template

1. Click on Administration.
2. Click on Model settings.
3. In the Templatesclick on Project.
4. Click on Add.
5. Compléter les champs nécessaires (le code sera utilisé dans les Zaps).

Il est possible de créer plusieurs gabarits pour la création de projets via Zapier, et de configurer les Zaps pour qu'ils utilisent le gabarit adapté selon les données.

Prérequis 3 : Types d’attribut supportés

Create Project

Create a new project in Project Monitor.

Zapier	Description	Monitor project
Title	Project title (required)	Wording
Description	Project description	Description
Project Code	Code Project Monitor project (required)	Code
Start Date	Project start date (required)	Start date
End Date	Project end date (required)	End date
Project Manager Login	Identifier Project Monitor of the user assigned as leader of the new project	project manager
State Code	Project status	status
Template Code	Code for template v to be applied to the new project.	current project template
External Reference	Project identifier in external application. If left empty, the project can be modified and/or deleted via the code Project MonitorProject Monitor.	Internal field
Source Application	External application code (mandatory)	Internal field
Custom Attributes	List of attributes associated with the project	form >> attribute
Reference Links	List of project links	form >> CODE_HIERARCHY

The project is created in Project Monitor with input information.

Détail du champ ‘Custom Attributes’

Each attribute must be on a single line. In the first field, enter theattribute code. In the second field, enter theattribute value. The value changes according to the type ofattribute :

• For a string type: Enter the string ;
• For a multiline type: Enter the character string ;
• For a Boolean type: Fill in True or False
• For a numeric type: Enter the number
• For the date type: Enter the timestamp
• For list type: Enter the code of the list value (the list must also have a code)

It is perfectly possible to use results extracted from previous triggers or zap actions.

Détail du champ ‘Reference Links’

Links must be transmitted in the same way as attributes. Each structure link must be on a single line. In the first field, enter the structure code. In the second field, enter the structure value code, or the level value codes separated by commas.

Update Project

Modify an existing project in Project Monitor.

Editing a project uses the following fields:

Zapier	Description	Monitor project
Title	Project title (required)	Wording
Description	Project description	Description
Project Code	Code Project Monitor the project	Code
Start Date	Project start date	Start date
End Date	Project end date	End date
Project Manager Login	Identifier Project Monitor of the user assigned as project leader	project manager
State Code	Project status	status
External Reference	Project identifier in external application. If left blank, the Project Code must be filled in.	Internal field
Source Application	External application code (mandatory)	Internal field
Custom Attributes	List of attributes associated with the project	form >> attribute
Reference Link Mode	0 = No change to project links 1 = Reference Links attachments added 2 = Replacement by attachments designated by Reference Links
Reference Links	List of project links	form >> CODE_HIERARCHY

The project is well modified in Project Monitor with the input information. Empty fields are ignored.

Create Task

Creates a new task in Project Monitor.

task creation uses the following fields:

Zapier	Description	Monitor project
Title	task title (required)	Subject
Description	task description	Message
Project Code	Code Project Monitor the project to which the task is attached (mandatory)	Project
State Code	task status	Status
Priority Code	task priority	Priority
Type Code	task type	Type
User Assigned Login	Identifier Project Monitor of the user assigned to the task	Members >> Assigned
Sender login	Identifier Project Monitor of the user assigned as task sender	Members >> Issuer
Due date	taskdeadline	Code and target dates >> For the
External Reference	task identifier in the external application. If left empty, the task can be modified and/or deleted using the task identifier. Project Monitor	Internal field
Source Application	External application code (mandatory)	Internal field
Custom Attributes	List of attributes associated with the task	Attributes >> attribute

The task is created in Project Monitor with input information.

Update Task

Modifies an existing task in Project Monitor.

Modifying a task uses the following fields:

Zapier	Description	Monitor project
Title	task title (required)	Subject
Description	task description	Message
Project Code	Code Project Monitor the project to which the task is attached	Project
State Code	task status	Status
Priority Code	task priority	Priority
Type Code	task type	Type
User Assigned Login	Identifier Project Monitor of the user assigned to the task	Members >> Assigned
Sender login	Identifier Project Monitor of the user assigned as task sender	Members >> Issuer
Due date	taskdeadline	Code and target dates >> For the
External Reference	task identifier in external application. If left empty, the Task id must be filled in.	Internal field
Task id	Identifier Project Monitor task (url)	Internal identifier
Source Application	External application code (mandatory)	Internal field
Custom Attributes	List of attributes associated with the task	Attributes >> attribute

The task is modified in Project Monitor with the input information. Empty fields are ignored.