Define a master data business flow that will use the flexible object mapping templates created for Roles and Resources.
Prerequisites
You have:
- configured Gateway with P6 and Sample deployments. Sample is the source provider and P6 is the destination provider. Sample contains Roles with Role Names with the string, "DEV"
- made coding changes in the Sample provider (source) to enforce the Role to Resource object mapping
- created a Sample to P6 Flexible Object Mapping Customization.xml and imported into Gateway
- creatd two field mapping templates for a new Role-to-Resource mapping between Sample and P6:
- Role to Resource Object Mapping Template for the Resource object
- Role to Role Object Mapping Template for the Role object
Procedure:
- In the sidebar, select Flow Type and then select Master Data.
- In the Business Flows tab, select Add....
- In the General step of the Business Flow wizard:
- Select Sample from the Source list.
- Select P6 from the Destination list.
- In the Business Flow Name field, enter Sample to P6 Role to Resource Business Flow.
- Select Next.
Note: Select Next on each screen to advance to the next step.
- In the Mappings step:
- In the Gateway Object Name column, select Resource and Role business objects.
- In the Field Mapping Name column, select the following field mapping templates:
- Role to Resource Object Mapping Template for the Resource object.
- Role to Role Object Mapping Template for the Role object
- In the Applied For column select the type of actions to be executed for each business object. Choices include: Create, Update or Both.
- Select Next in the Source App Parameters step, and the Destination App Parameters step.
- Select Save.
The Sample to P6 Role to Resource Business Flow is now available to run synchronizations between Sample and P6.
- Run and test the business flow before making it available to Gateway users who run and monitor synchronizations.