You can use an automation directly in a project. To use one or more automations set up in a project template , simply create a project using this template.
For example, the Apply a template a été paramétré dans un gabarit de projet pour qu’il se déclenche dès que le projet passe au statut New.
Voici les étapes pour exécuter une automatisation dans un projet :
- Create a project from a project template in which an automation has been set up
Project - Trigger the status trigger via the type of trigger set (in our example, project status ).
New)
The automation runs and a message notifies you that the process has been launched.
Apply automation to projects created from a template that already includes automation
Automations set up in a template can be applied (or reapplied) to all projects created using this template.
Rights required :
Viewing project templates - Modifying a project template
- Viewing project configuration tabs
- Project modification
- View the platform's automation processes
Apply template automation to projects
- Click on
Administration > Model settings > Templates>Project. - Click on a project template .
- Click on
Setup - Automation tab. - Click on the
contextual menu automation.
- Click on Apply to projects created from this template.
Automation is applied to the projects concerned if :
- projects do not already have automation.
- projects with different automation settings.
Apply multiple template automations to projects
- Click on Administration > Model settings >
Templates>Project. - Click on a project template .
- Click on Setup - Automation tab,
- Click on the
- Click on Apply to projects created from this template.
Automation is not applied to the projects concerned if :
- les projets sont dans un méta-statut “terminé”,
- projects already have automation, with identical parameters.