Create or Update an Issue to Send to Unifier Essentials

You can create a new issue or update an existing issue that you want to synchronize with Unifier Essentials. To learn how to create an issue in Aconex, see the Adding a New Issue to a Project topic in Aconex Help. Information specific to integration is provided here.

To create a new issue to be sent to Unifier Essentials:

  1. Log in to Aconex and select the required project.
  2. Select the Field tab and select Issues.
  3. Select Add Issue.
  4. Enter the following information in the New Issue dialog box:
    1. In the Issue Type list, select the required issue type. Typically, it will be an issue type to which you applied the new project fields.
    2. In the Description field, provide a brief description of the issue.
    3. In the Assignment section:
      1. From the Assigned To list, select the organization to which the issue is assigned.
      2. In the Due field, enter the due date for the issue.
    4. (Optional) In the Photos and Location sections, add any photos or location details.
    5. In the Additional Details section, from Send to Unifier Issue list, select Yes.

      Note: The Unifier Project Number and Unifier Issue Record Number fields will be auto-populated after you run the integration flow to synchronize Aconex issues with Unifier Essentials.

  5. Select Save.

    Notes:

    • You can also update an existing Aconex issue in Unifier Essentials by changing the Send to Unifier Issue field to Yes, provided the issue status is not Closed in Unifier Essentials.
    • When updating an existing Aconex issue in Unifier Essentials, only the issue description, known as Title in Unifier Essentials, is updated.

Last Published Wednesday, February 8, 2023