Example: Assigning A Notebook Topic to an Activity

This topic presents an example that illustrates a technique for adding codes or user defined fields that have spaces in the field names. This technique involves adding a topic attribute to the Field element when you add the field to the ExtraMetaData.xml file.

Note: The NotebookTopic must exist in P6 database. End user can use the data setup utility to create a NotebookTopic.

2. Add a FieldCategory for "Note" in P6MetaData.xml.

<FieldCategory>

<Name>Note</Name>

<Description>Maps to Project Note or Activity Note in P6 side</Description>

</FieldCategory>

3. Add a field under Activity in P6ExtraMetaData.xml, PDIExtraMetaData.xml and ERPMetaData.xml. For example, if I created or have a NotebookTopic with "Lessons Learned" as the name in P6 database:

The field element in P6ExtraMetaData.xml should be defined as follows:

Note: The value of the "topic" attribute is the NotebookTopic name.

<Field category="Note" topic="Lessons Learned">

<Description>An activity note field to store notes.</Description>

<Name>LessonsLearned</Name>

<Type>String</Type>

</Field>

The field element in PDIExtraMetaData.xml should be as follows:

<Field>

<Description>An activity note field to store notes.</Description>

<Name>LessonsLearned</Name>

<Type>String</Type>

</Field>

The field element in ERPMetaData.xml should be as follows:

<Field>

<Description>The long text value.</Description>

<Name>LessonsLearned</Name>

<Type>String</Type>

</Field>

Add a FieldMap element for Activity, in ERPFieldMapTemplate.xml file as follows:

<FieldMap>

<Guest>LessonsLearned</Guest>

<Host>LessonsLearned</Host>

<PDI>LessonsLearned</PDI>

</FieldMap>

To assign a note to an Activity, add a "LessonsLearned" element as follow under the Task(Activity) element(refer to E-1922.xml file which is a sample input data for Import Project flow ).

<Task>

<ElementId>2056</ElementId>

<Id>T-2056</Id>

<ActivityShortText>Planning</ActivityShortText>

<WBSElementId>E-1922-1</WBSElementId>

<LessonsLearned>Add lessons learned notes to current activity.</LessonsLearned>

</Task>

The "<LessonsLearned>Add lessons learned notes to current activity.</LessonsLearned>" node will be converted to an ActivityNote object.

Related Topics

Appendix A: Sample Provider

A Sample Provider

Example: SampleProvider XML Document

Example: Creating a Calendar Object



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Last Published Thursday, December 16, 2021