Use PDIs? Take our 5-minute survey to help shape the PDI roadmap.

Resource Management notifications are not getting triggered from the Workspace

DasariManoK
Tera Contributor

Hi Everyone,

I have created notification to notify project managers when they update Resource assignment record.

When I try updating resource assignment form in classic it's working fine but when I try to update same record in workspace it's not triggering the notification.

 

Thanks,

Manoj

2 REPLIES 2

ShaidaC
Kilo Sage

Hi @DasariManoK , 
Were you able to figure out a workaround for this?

vandanasaluja
Tera Expert

The notification works from the Classic UI but not from Resource Management Workspace because the Workspace may update Resource Assignment data through a different processing/API path than a standard form update. As a result, the notification's update/field-change conditions may not be evaluated in the same way.

The recommended approach is to first verify whether the Resource Assignment record is actually updated when the change is made from Workspace. Add a temporary Business Rule/logging to compare Classic vs. Workspace transactions.

  • If the Business Rule fires from Workspace, investigate the Notification conditions, particularly any changes()-based conditions.
  • If the Business Rule does not fire, the Workspace operation is using a different update mechanism, and the Workspace API/Resource Management logic needs to be investigated.
  • Also verify that the Resource Management Workspace Store application is up to date, as newer releases contain fixes related to Resource Assignment processing.
  • If necessary, an event-based notification triggered from an After Business Rule can provide more reliable control, but only after confirming that the Business Rule executes for Workspace updates.

In short: this is likely related to the difference between the Classic UI update transaction and the Resource Management Workspace update mechanism, rather than simply an incorrectly configured email notification.