[steven.lacrosse]

Greetings,

I’m putting a workflow together to add a new job resource to multiple projects that another resource is added to; for instance, Employee 1 is part of 32 projects and someone has created Employee 2 and they do not want to manually add the second employee to all of the projects that Employee 1 is added to. I have a list on the employee record that is sourced to all records with “Project Resource” checked, and the workflow pops up a message to the creator of the new record to select a Project Resource (custom entity list). Upon submitting the record I’d like to have the workflow go through each project that Employee 1 is on and add the second one.

Has anyone been able to accomplish this?

Thank you in advance,

Steven
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[Olivier Gagnon NC]

Hmm. I don’t think this would be possible with a Workflow, since workflows can’t ever touch sublists. I think you’re going to need a script.

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steven.lacrosse replied on 01/09/2017, 08:07 AM: Thank you for the assistance Olivier. I’ve been working on a script and trying to figure out which API to use; the CopyRecord gives me a copy of a project and not a copy of a project resource, but still plugging away on this.

Thanks,

Steven

[zackb22]

You would have to create a project saved search to find the project that resource A is on and then load the record and add Resource B onto it, then loop through the saved search.

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