Process for Roadmap

[Uruj Pruthi]

Hi All,

Can someone share their approaches on using the processes on roadmap object? what all we can do through processes in roadmaps and how to execute that process?


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Regards
Uruj
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[Ming Cheung]

Hi Uruj,

There are a couple of use cases that come to mind:

1. Send notification of roadmap change, triggered by the roadmap owner:
   1. Add a boolean attribute ("Send Notification") to the roadmap object, a list of resources who "subscribe" to the roadmap
   2. Create a process with a GEL script to compose a generic email message, set the GEL script to trigger on update, monitoring for changes in the boolean attribute
   3. When the roadmap owner wants to notify subscribers, they can use the use the boolean to send out the notification.  The GEL script un-checks the boolean once the notifications are sent out
2. When a roadmap owner is ready to publish the contents of the roadmap, use a process to create Project/User Defined Investment Types based on Roadmap Items:
   1. Create an attribute on the roadmap object to trigger the workflow
   2. Create a process which will auto-trigger based on updates to the trigger attribute
   3. Have a GEL script read the contents of the roadmap and for any items on the roadmap that are "In Plan" that are not associated with investments, create the objects using XOG or REST API calls
   4. GEL script can copy data contained in the roadmap items to the investment objects
3. Use roadmap process to sync roadmap items to external products like JIRA/SNOW/RALLY etc.
   1. Similar to item 2, but the GEL scripts call external APIs
   2. The reverse can also be done where data from external systems can be synchronized to roadmap items

In general, the processes on roadmaps can be set to auto-trigger on Create or Update.  It is critical to create an attribute on the roadmap to trigger your process, otherwise, every update to the roadmap data could trigger the workflow.  You may be able to also trigger a process via the Run a Job processes, but I have not tried that myself.

Ming