Business Flows

The Unifier Provider allows you to filter Shells using "Project IDs." You can do this filtering in two ways:

By entering a fixed list of comma-separated Project IDs values (corresponding to each Shell), and when you synchronize, all the Projects that match those Project IDs are pulled.
By using any Shell attribute (custom or system defined). When Object = Project, you can go to the "Source App Parameters" window and add filter conditions to a synchronization, using any data element of "Data Type = String" or "Data Type = Integer'" from a Shell attribute form. The "Field" drop-down lists in the Edit Business Flow window has an option called, "Shell Attribute." You can:
1. Select Shell Attribute.
2. Use the information presented (in the Value box) to enter any Shell attribute DE name of Data Type = "String" or "Integer."
3. Click Add Row and set the item as a condition to filter the Unifier Shell.
  Notes:
  - You can set only one value for a Shell attribute within a given condition; however, you can add more than one condition for a Shell attribute.
  - If you set conditions for a DE which is neither "Text" nor "Integer," the synchronization will fail and you will receive an error-message.

There are two templates available for OOTB Business Flows:

Get Activity data from P6
- To create Activity Sheet in the Unifier Projects.
- To update an existing Activity sheet.
Send Activity data to P6
To transfer, or push, data from a Unifier Activity Sheet object to a P6 Activity object.

Note: For details, see the "Data Mapping Templates" section.

The "Import Project data" flow ("Send Activity Data to P6" flow) has the Data Mapping template the "Send Activity Data to P6" set a "Update" only to prevent the accidental creation of activities in P6 from Unifier. P6 is the source for all activities.

Last Published Saturday, July 12, 2025