Allocadia modules

Last update: Fri May 12 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Workfront Fusion

CREATED FOR:

User

In an Adobe Workfront Fusion scenario, you can automate workflows that use Allocadia, as well as connect it to multiple third-party applications and services.

If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.

For information about modules, see Modules in Adobe Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

Adobe Workfront plan*

Pro or higher

Adobe Workfront license*

Plan, Work

Adobe Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use Allocadia modules, you must have an Allocadia account.

Connect Allocadia to Workfront Fusion

You can create a connection to your Allocadia account directly from inside an Allocadia module.

In any Allocadia module, click Add next to the Connection field.
Select whether you want to use the North America server or the Europe server.
Enter your Username and Password.
Click Continue to create the connection and go back to the module.

Allocadia modules and their fields

When you configure Allocadia modules, Workfront Fusion displays the fields listed below. Along with these, additional Allocadia fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.

Triggers
Actions
Searches

Triggers

Watch Record

This trigger module executes a scenario when objects of a specific type are added, updated, or both. The module returns all standard fields associated with the record or records, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Filter

Select whether you want the scenario to watch New Records Only, Updated Records Only, or New and Updated Records.

Entity Type

Select the Allocadia record type that you want the module to watch.

Outputs

Select the fields that you want to include in the module's output. Available fields depend on the Entity Type you selected.

Limit

Enter or map the maximum number of records you want the module to watch during each scenario execution cycle.

Custom API Call

This action module lets you make a custom authenticated call to the Allocadia API. This way, you can create a data flow automation that can’t be accomplished by the other Allocadia modules.

The action is based on the entity type (Allocadia object type) you specify.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

URL

Enter a path relative to https://api-na.allocadia.com/{version} or https://api-eu.allocadia.com/{version}.

Method

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion.

Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Read Record

This action module reads data from a single record in Allocadia.

You specify the ID of the record.

The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Entity Type

Select the type of Allocadia record that you want the module to read.

Outputs

Select the fields that you want to include in the module's output. Available fields depend on the Entity Type you selected.

Enter or map the unique Allocadia ID of the record that you want the module to read.

Create Record

This action module creates a record.

The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Entity Type

Select whether you want to create a new record based on line item or column choice.

Budgets

Select the budget where you want to create a record.

Column choices

Select the column that you want to use to create a new record.

Label

Enter or map a label for the new record

Delete Record

This action module deletes a particular record.

You specify the ID of the record.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Entity Type

Select the type of entity that you want to delete.

Line item

Enter the Line Item ID
Column Choice

Select the budget that you want to delete a record from, then enter the Column ID and Choice ID.
Forecast Tags

Select the budget that you want to delete a record from, then enter the Tag ID.

Update Record

This action module updates a record, such as a line item, user, or column choice,.

You specify the ID of the record.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Entity Type

Select the type of Allocadia record that you want the module to update. Other fields appear based on the entity type you select.

Budgets

Select the budget where you want to update a record.

Searches

Search Record

This search module looks for records in an object in Allocadia that match the search query you specify.

You can map this information in subsequent modules in the scenario.

You specify the type of the records you want.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Allocadia account to Workfront Fusion, see Connect Allocadia to Workfront Fusion in this article.

Entity Type

Select the type of Allocadia record that you want the module to search for.

Budgets

Select the budget that you want to search.

Result set

Select whether you want the module to return All Matching Records, or the First Matching Record only.

Maximal count of records

Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Search criteria

Select the field you want to search for, select the operation, and enter or map the value you want to search for. You can add AND or OR rules to further filter your search.

Outputs

Select the fields that you want to include in the module's output. Available fields depend on the Entity Type you selected.

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