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Automating opening projects
We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows).
Anyone else facing similar issue or would like to automate project opening?
Hi Aida,
To me it looks like a perfect use case for a Smart Connector.
Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.
Here's a YouTube link to our 30-minute webinar on the subject:
And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide
Customer support service by UserEcho
