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Has anyone created a macro to update the Project/Account/Sales Managers?
I'm hoping to be able to change the Project Manger (and/or account manager, sales manager, project coordinator) through a macro and trigger it via api. Has anyone done this? Does this seem doable? Thanks!
Customer support service by UserEcho
Yes, we do that all the time..... but.... there is a problem.
It seems that there are two database fields within the XTRF database, and only one can be updated through the macro. The other should be updated through a command, but XTRF doesn't provide support for that so in that sense it is a black box.
So does it matter that only one field is updated? That depends on how you retrieve the project manager (etc.)
I'm not 100% sure, but I think it is like this:
- If you retrieve that field through the API, it shows you the wrong/old value
- if you retrieve that field through the browser view, it shows the correctly updated value
- if you look at the field through the browser itself (navigating to the project) it shows the correctly updated value.
So to recap: updating is possible, but then you can't trust the API values anymore.
This is the macro that we have for updating them. Groovy macro on Project. Smart projects.
Thanks Dennis for your insight. I'm going to look into this asap. And thanks for the code, we'll see what we can learn from it. I appreciate it!! But I'll also add... Sigh and damn...