Project Custom Trigger

Use Project Trigger to automatically trigger any 'Action' on a project using a script file or a custom function. You can define rules and apply predefined actions on projects that match those rules. Triggers come in handy when performing actions in other modules or in third-party applications.

Configuring a New Action

To create a new custom trigger for projects

Go to Admin > Automation > Custom Triggers and select Projects.
Click New Action.
Enter a name and description for the action and select when the action must be executed.

Set Criteria under which the action must be executed on projects. You can add multiple criteria by clicking on the + icon. Switch between AND and OR operators between the criterion as per your requirement.

Select the Action Type (Custom Functions/Scripts) and point to the corresponding script file which needs to be triggered.

Under Perform Action, choose whether you want to execute a script, or a custom function and configure the same using the following pointers:

Script: Specify the name of the script file. For example, addComments.txt.
Custom Function: By executing custom functions, you can manipulate data in ServiceDesk Plus MSP and other external applications. Choose the required custom function or add a new one.
Supported Return Operations: UPDATE_PROJECT & ADD_COMMENTS

Deselecting 'Stop processing subsequent actions' checkbox will execute successive action even after an action rule is applied on a project.

Make sure that you enter a unique name for the 'New Action', so that the name doesn't clash with existing 'Action' names. Ensure that the script file is stored only in the specified locations. Store them in the directory as follows: [SDP MSP_Home]/integration/custom_scripts/executor_files. By default, 'Stop processing subsequent actions' is always enabled and the actions will be executed as per the 'Action rule order'. 'Organize Actions' in the list view allows you to rearrange the order in which the actions are executed. In a script, you can pass API parameters as arguments, such as py addComments.py $TITLE $TYPE. projectObj and context are the arguments supported in custom functions.

Arguments for Scripts

We can also pass arguments for the custom scripts. The following table shows the possible arguments for scripts in Project Custom Trigger.

Possible arguments for scripts in Project Custom Trigger

PARAMETER	DESCRIPTION
$TITLE	Denotes the title of the project
$ID	Provides the unique id generated for the project
$CODE	Provides the unique code given to the project
$PRIORITY	Denotes the level of priority of the project
$STATUS	Denotes the status of the project
$TYPE	Denotes the type of the project
$ESTIMATED_HOURS	Provides the hours estimated for the project completion
$ACTUAL_HOURS	Provides the actual hours taken for project completion
$ESTIMATED_COST	Provides the cost estimated for the project completion
$ACTUAL_COST	Provides the actual cost of the project
$CREATED_BY	Provides the details on user/technician who created this project.
$CREATED_TIME	Provides the time at which the project is created
$SCHEDULED_START_TIME	Provides the scheduled start time of the project
$SCHEDULED_END_TIME	Provides the scheduled end time of the project
$ACTUAL_START_TIME	Provides the actual start time of the project
$ACTUAL_END_TIME	Provides the actual end time of the project
$PROJECTED_END_TIME	Provides the projected end time of the project
$OWNER	Denotes the owner assigned for the project
$DEPARTMENT	Denotes the department under which the project falls
$REQUESTER	Denotes the user who requested this project
$SITE	Denotes the site under which the project falls
$ACCOUNT	Denotes the account under which the project falls
$TEMPLATE	Denotes the template used for the project