How to Set Up Integration between Requests and Project

The integration between projects and requests provides with the help of several addons. Each of them adds a new level of integration and can be installed separately for the needs of your company.

These addons are:

To better demonstrate the integration process between project and requests, we will setup Simple Request with the following workflow idea:

So, we created a new Simple Request type with the workflow as shown above (for more information about how to create a type of request, see the Documentation).

We can also create a simple project with basic stages: Planning, In Progress and Done.

Now we need to setup request action to automatically create a project task.

On the form of Simple Request type, click Actions. Then click Create to create a new action.

On the Action form:

Now we create a trigger to automatically move the request when project task is completed.

Open the request type form and click Routes.

Select the Progress -> Done route and click the Triggers button. Then click Create to create a new trigger.

On the trigger form:

We want our request to move after completion of the task, that is, the stage of the task should be Done. We can create a custom condition to check this stage.

To do this, we need to create 2 conditions: the first one will search for the Stage field in the Task model and verify if it contains the Done value; and the second will apply the first condition to related Tasks field of the Request model, that is, to check if all related tasks of the request have been completed. We start to create conditions from the second one.

For more info about conditions, read the Documentation.

Now that all the configurations have been made, we can create a Simple Request and see how its workflow goes.