Applying a PROJECT template to a Project created via API

Question

Hello community,

I am racking my brain to see if it is possible to apply a Project template (not milestone template) to a new Project that was created via API (not using a custom action with a new item action item (project).

For example, we are using an external source to allow Project Request intake. These send projects to AW in Requested state with specified field data. I am sure I can have the template passed using the API but can this be done within AW using a workflow?

I want specific project templates used if the new project created was created with a specific region and project type. I know how to do this within a new action that creates a Project and use an IF() function in the Template portion of Creating a project but I am unable to find a way to do this post project creation using a workflow. Is this possible? Thanks in advance.

DrewMiddleton · Accepted Answer

Hey Boris, the only time you can apply a project-level template is at the very instant a project is created. Therefore, the short answer is no, you could not have a workflow rule apply a template to a project that was created by an API call. But as you noted, the API calls do allow for specifying a template during project creation. So the trick would be to determine which template to use based on the data available to the API. You’ve got data in two systems, or maybe even three: First, the source system that’s providing the initial project data. Second,the destination (AdaptiveWork) has its own set of data, including the available templates. And third, if you have a robust iPaaS or web service making the API calls, it could also be a source of data. If you can put mapping information in one of those places that could be used to identify the proper template based upon the data from the source system, your iPaaS or web service could perform the function of selecting the template before creating the project in AW, and bypassing the need for a workflow rule.

DrewMiddleton · Answer

Another approach would be to NOT have the integration/API calls generate the project, but instead have it create some other record to temporarily store the data in AW, and also have the creation of that record trigger a workflow rule that creates the project. In this way, the workflow rule could specify the template to be used.

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