How set Role and Name with default when Project is created?

Hi Joseph, You can accomplish this by using an onBeforeAdd Server Event on the Project ItemType to add these relationships using code similar to the sample below.

Innovator inn = this.getInnovator();
// Add a default project team whenever a Project is created
Item projectTeam = this.getRelationships("Project Team");
// Allow the default to be overridden if the user defines another team
if (projectTeam.getItemCount() >= 1)
{
return this;
}
// Add Susan
Item susan = this.createRelationship("Project Team", "add");
susan.setProperty("related_id", "8ADEF377932547CB8684EF598BADC491");
susan.setProperty("role", "Project Executive");
// Add James
Item james = this.createRelationship("Project Team", "add");
james.setProperty("related_id", "AECB07A16E0B4D12AF4CD098C783E073");
james.setProperty("role", "Senior Supplier");
// Add Phillip
Item phillip = this.createRelationship("Project Team", "add");
phillip.setProperty("related_id", "561695BD17B64105AD259D37765BD769");
phillip.setProperty("role", "Senior User");
return this;

I've hard-coded in the IDs of the Identities I want to add in the above example, but you could also perform a lookup based on the names of your users. Additionally, I've written this method in such a way that this team will only be added as a default if no other team members are defined before the Project is saved. You can remove the if statement at the beginning of this sample if you wish for these team members to always be added. Chris

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Christopher Gillis Aras Labs Software Engineer

Hi Christopher, Thank you so ~~~~~ much for your reply. Have a good day.

Hi Christopher, Can I ask you one more thing? When I created new project with the code below, I could see "Project Executive" and so on are added automatically. However, I found that "sort order" doesn't work. Would you please check whether I did something wrong in the codes below? Thank you so much. Item item_proj_exec = this.createRelationship("Project Team", "add"); item_proj_exec.setProperty("role", "Project Executive"); item_proj_exec.setProperty("sort_order", "10"); Item item_proj_exec_result = item_proj_exec.apply(); Item item_seni_supplier = this.createRelationship("Project Team", "add"); item_seni_supplier.setProperty("role", "Senior Supplier"); item_seni_supplier.setProperty("sort_order", "20"); Item item_seni_supplier_result = item_seni_supplier.apply(); Item item_seni_user = this.createRelationship("Project Team", "add"); item_seni_user.setProperty("role", "Senior User"); item_seni_user.setProperty("sort_order", "30"); Item item_seni_user_result = item_seni_user.apply();  

Hello, It doesn't look like there's an issue with the code provided. Could you run a search with the AML below to check the value of the sort_order in the database?

<AML>
<Item type="Project Team" action="get">
<source_id>YOUR_PROJECT_ID</source_id>
</Item>
</AML>

Chris

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Christopher Gillis Aras Labs Software Engineer