This example demonstrates how to copy and edit the Send Primavera Cloud project data to P6 business flow:
- In th sidebar, select Flow Type and then select Project Data.
- Select the row listing the Send Primavera Cloud project data to P6 business flow.
- Select theActions menu and then select Copy.
The Send Primavera Cloud project data to P6 Copy business flow is created.
- In the General step:
- Rename the Business Flow Name as Send Primavera Cloud project data to File.
- Update the Description of the business flow as Send Primavera Cloud project data to File.
- Change the Destination as File.
Note: Select Next on each screen to advance to the next step.
- In the Mappings step, select the following Gateway objects supported by the business flow:
- Activity
- Project
- WBS
- In the Source App Parameters step, use the default settings and attribute of the Primavera Cloud Project Filter parameter.
- In the Destination App Parameters step, change or retain the following attributes:
- For the File Name parameter, set the Attribute as Required.
- For the CSV File Generator, retain its default Attribute setting.
- For the Email Notification parameter, set the Attribute as Required.
- Select the Synchronize one project at a time parameter and retain its default Attribute setting.
- In the Summary step, review a summary of all the selections made in the previous steps:
- Expand each step title to review the selections made in that step.
- Select any of the following actions:
- Select Back to navigate to a specific step and make changes.
- Select Save to make this business flow available in the Business Flows tab of the Project Data page.