Set ConnectWise PSA Board OnCall Member Crate

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What does the Set ConnectWise PSA Board OnCall Member Crate do?

This Crate sets an on-call member for specified ConnectWise PSA service boards by updating each board's on-call Member field through API requests. The workflow can either execute immediately or delay execution until a specified date and time, making it useful for scheduling on-call rotations in advance.

Workflow breakdown

1. The workflow begins with the check_if_delayed task, which uses the noop action to perform flow control logic and determine the execution path based on whether a date and time has been provided.

2. The check_if_delayed task evaluates two possible transition conditions to determine the next step in the workflow execution.

3. If a date_time value is provided in the workflow context, the workflow follows the "Delay" transition path and proceeds to the delay_until_time task.

4. The delay_until_time task uses the Delay Workflow Until Date/Time action to pause the workflow execution until the specified date and time from the CTX.date_time variable is reached.

5. After the delay period expires, the workflow transitions from the delay_until_time task to the cwm_update_board_oncall task.

6. If no date_time value is provided in step 2, the workflow follows the "Set Immediately" transition path and proceeds directly to the cwm_update_board_oncall task, bypassing the delay functionality.

7. The cwm_update_board_oncall task uses the CW PSA API Request action to iterate through each board ID provided in the CTX.board_ids list using a with_items loop with a concurrency of 1.

8. For each board ID, the task makes a PATCH request to the ConnectWise Manage API endpoint "/service/boards/" followed by the current board ID to update the oncallMember field with the member ID specified in CTX.member_id.

9. The API request uses JSON patch format to replace the oncallMember value with an object containing the ID of the designated on-call member.

10. Once all board updates have been completed successfully, the workflow reaches its final transition and terminates, having successfully set the on-call member for all specified ConnectWise Manage boards either immediately or at the scheduled time.

Crate prerequisites

Before unpacking this Crate, you'll need to successfully integrate ConnectWise PSA with Rewst.

Unpack the Set ConnectWise PSA Board OnCall Member Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Set ConnectWise PSA Board OnCall Member.

1. Click on the Crate tile to begin unpacking.

2. Click Continue.

3. Note that you have the option under the Form Submission accordion menu to activate the Crate for all future organizations in addition to the current one. You may also set activation to certain tags, trigger criteria, or for integration overrides.

4. Ensure that Enabled is toggled on.

5. Click Unpack.

Use the Crate

1. Navigate to Automations > Forms in the left side menu of your Rewst platform.

2. Search for Set On-Call Member for CWM Board.

3. Click ⋮ > Usages > View Direct URLs.

4. Click on the link for your relevant. This will launch the form in a new tab.

5. Choose your desired information from the relevant drop-down selector fields:

   1. PSA Boards - Select the board or boards to set for on-call

   2. PSA Member - Select the technician to set as on-call

   3. Choose When to make the adjustment: Update Now or Schedule the update

6. Click Submit.

7. If this is the first time you are using the form, check in ConnectWise PSA to ensure that settings adjusted as expected.

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