There’s a grid in which employees are assigned to a project.
Metrics: initial project and final project
If both these projects are different for a specific employee, notification in pigment is working fine i.e. If there’s a change in project, to notify the relevant team leader of projects (both initial and final) - P1 and P2.
However, there’s a metric called : “Override Project” , which can also derive Final Project.
If there’s already a change in project name for Employee ABC (from P1 to P2 project), and then override of ‘P3’ is done (Now, P1 to P3 project), notification should be sent to team leader of projects (both initial and final) - P1 and P3 [P3 Must].
Currently, triggering metric for workflow notification is Change in Project? with employee dimension.
How can I check the logic again?
Run action button to clear a metric if a notification is sent
+14- Master Helper
Best answer by Chahat
Thank you
I tried some different approach and it’s working as expected now.
Changed the dimensionality of triggering metric:
Earlier: Employee List
Now: Employee List and Project List
Updated Logic for triggering metric: ‘Project Change?’ is as follows:
IF('Initial Project'.Name <> 'Final Project'.Name,
"from '" &
'Initial Project'.Name &
"' to '" &
'Final Project'.Name &
"'"
)[BY:-> 'Final Project']Automation triggers when value of ‘Project Change?’ is not empty.
‘Initial Project ’ metric:
DataType: Project
Dimension: Employee
‘Final Project ’ metric:
DataType: Project
Dimension: Employee
Notification is getting triggered to team leader of P3 and if the project override happens again for a specific employee → notification to P4
I think you can get creative using scheduled metric-to-metric imports. Here’s one idea:
1. Create a duplicate input metric ‘Previous Value of Project’
2. Set up a metric-to-metric import from the real ‘Project’ metric into the ‘Previous Value of Project’ metric
3. Schedule that import to run at 7:00am daily (or more frequently)
4. Feed these two metrics into your ‘Change in Project?’ triggering metric, which now resets back to blank/false at 7:00am daily
+14- Master Helper
But if the project value has been changed twice/thrice within an hour on the same day,
‘Previous Value of Project’ remains as it is on that day, due to which notification will not trigger
You could set up 6 identical metric-to-metric P2P imports, and schedule each of those imports to run the maximum 4x per day, so you can cover 24 hours. Perhaps hourly notifications would suffice (vs. potentially getting spammed with 5 real-time notifications within the same hour while a user was testing overrides).
You could also consider expanding on the P2P import setup, such that the final metric is also a result of a P2P import, which users manually trigger with the click of a button on a dashboard. ie, the instructions for users could be Step 1: input your change in the table. Step 2: click the first button (runs the P2P import into the ‘Previous Value of Project’). Step 3: click the next button (runs the P2P import into the ‘Final Value of Project’). Multiple ways to get creative with P2P imports
+14- Master Helper
- Answer
Thank you
I tried some different approach and it’s working as expected now.
Changed the dimensionality of triggering metric:
Earlier: Employee List
Now: Employee List and Project List
Updated Logic for triggering metric: ‘Project Change?’ is as follows:
IF('Initial Project'.Name <> 'Final Project'.Name,
"from '" &
'Initial Project'.Name &
"' to '" &
'Final Project'.Name &
"'"
)[BY:-> 'Final Project']Automation triggers when value of ‘Project Change?’ is not empty.
‘Initial Project ’ metric:
DataType: Project
Dimension: Employee
‘Final Project ’ metric:
DataType: Project
Dimension: Employee
Notification is getting triggered to team leader of P3 and if the project override happens again for a specific employee → notification to P4
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