Thursday, June 17, 2021

Primavera Unifier REST API Integration Login Testing

Rest API Integration Login Testing Example HTML page

 Step 1: Required to Create Integration user in Primavera Unifier


 











  • Login into Primavera Unifier as Company Administrator (coadmin)
  • Navigate to Company workspace > User Administration > Integration Users
  • Create a new user for Integration Testing
Step 2: Create a new Rest API request in Postman tool to validate authentication












  • Goto Postman tool, Navigate to workspace and then Click 'New' request
  • Select Method as "GET" and enter Rest API URL as below as below
    • http://<host> : port/ws/rest/service/v1/login
  • Select Basic Auth as Authorization type
  • Enter Username and Password which is created as per Step 1
  • Hit Send button to run and authenticate
once it is successful, the status code will 200 and the response will be as follows,

{
    "expiryDate""12/14/2021",
    "Timezone""(UTC-08:00) Pacific Time (US & Canada)",
    "expiryTime""12/14/2021 10:36 AM",
    "status"200,
    "token""eyJ0eXAiOiJEQiJ9.eyJ1c2VybmFtZSI6IiQkdXNlcjAxIn0=.32F137AE-79DD -113A-C9D0-FA8D405AF8C207C520887EB0C90281B451D870F43DEC"
}

Note: The generated  Token shall be used in the subsequent Rest API call




Sunday, June 6, 2021

How to Send email notifications to external users in Unifier?

Send Email notifications

Problem Statement:

Oracle Primavera Unifier sends email notifications when a task is created or when the is CCed in any of the workflow steps.  In this the task assignee or cc users should be available/created in the Unifier application otherwise notification is not possible. Sometimes it is required to send the email notification to external contacts who are not part of Unfier licensed.

Solution: 

Add external email id in Approved Email List

Login to Unifier and Navigate to Company workspace (Admin Mode) > Standard & Libraries > Approved Email List
Add a new external email id by clicking on the New button. Once updated Click OK/Apply to save the email id in the system

Sending External Email

Goto any Business Process, in this case, I have navigated the Submittal business process and opened an in-progress record, then chose Linked Email section > Add > New Email

A New Mail window will pop up, select the +CC option and enter external email id in the External CC section and click Send to send an email notification to external users











Friday, May 28, 2021

Custom Record Number generation with sequence counter reset option

Custom Record Number Generation

 

Problem Statement:

1. System shall generate a unique record number in a Submittal Business Process with Concatenation of these data element <Project Number> <Company Code> <Submittal Package> <Submittal Type> <Sequence Counter>

2. based on the <Submittal Package> and <Submittal Type> combination, the <Sequence Counter > should increment from 1, most importantly the Sequence Counter should start from 1 if the combination does not exists in the record log else it should start increment and show next number.

For Example:
















In the above example, Item #1, #2, and #3 are unique and first transactions w.r.t Submittal Package and Submittal Type, so the sequence counter starts with 0001. 

Whereas Item #4 and #5, the combinations are already exists in the log, so the sequence counter start increments from the previous number.

The solution in Unifier:

This requirement can be achieved by Sys Numeric Query Based DE and Advanced formula options.

Step1: Created the below Data Elements (DE) in the form and kept in a hidden block

a)     Submittal Number (SNQ)” Also enabled Trigger option

b)    SNQ +1 (Counter

c)     Constant 1 – Assigned Constant Value as 0001 in Advance Formula


Custom Record number in Unifier


Step 2: Applied Advanced Formula for this field as below

SNQ +1 (Counter) = Submittal Number (SNQ) +1

Custom Record number in Unifier


 

 

 






 

Step 3: Define Query condition for Submittal Number (SNQ) DE in the Business Configuration Setup window as below

Custom Record number in Unifier

How to re assign user tasks to a new user in Oracle Primavera Unifier

This is the head of your page. Example HTML page

 

Active User Task

 The Active User Tasks log lists records of active users that are in progress (workflow has not yet been completed).








Inactive Users Task

The Inactive User Tasks log lists records of inactive users that are in progress (workflow has not yet been completed).

Reassign Task to another User

  • Allow user to reassign the task to another active user
  • Since this feature is in Admin mode, only the admin user or one who has permission can reassign the task
  • Allows to select multi records and assign the tasks to new user

Here User3 has been inactivated and his task can be re assigned to another user