Actions20
Overview
This node integrates with the MOCO API to manage projects, specifically supporting the update operation for projects. It allows users to update various project details such as name, start and finish dates, pricing type, leader, customer, budget, and additional custom fields. This node is useful for automating project management workflows, ensuring project data is kept current in MOCO without manual entry. For example, it can be used to update project timelines, budgets, or assign new leaders dynamically based on workflow triggers.
Use Case Examples
- Updating a project's start and finish dates based on changes in a planning tool.
- Modifying the budget or billing details of a project when new financial data is available.
- Changing the project leader or customer information as organizational roles shift.
Properties
| Name | Meaning |
|---|---|
| Project ID | The unique identifier of the project to update, required to specify which project to modify. |
| Name | The new name of the project. |
| Start Date | The updated start date of the project in YYYY-MM-DD format. |
| Finish Date | The updated finish date of the project in YYYY-MM-DD format. |
| Fixed Price | Boolean indicating whether the project is fixed price or not. |
| Retainer | Boolean indicating whether the project is a retainer type. |
| Leader Name or ID | The user ID or name of the project leader, selectable from a list or via expression. |
| Customer Name or ID | The customer ID or name associated with the project, selectable from a list or via expression. |
| Budget Monthly | The monthly budget allocated for the project. |
| Identifier | An identifier for the project, mandatory if number ranges are manual. |
| Additional Fields | A collection of optional fields to further customize the project update, including billing details, budgets, tags, custom properties, and more. |
Output
JSON
id- The unique identifier of the updated project.name- The name of the updated project.start_date- The start date of the updated project.finish_date- The finish date of the updated project.fixed_price- Indicates if the project is fixed price.retainer- Indicates if the project is a retainer.leader_id- The ID of the project leader.customer_id- The ID of the customer associated with the project.budget_monthly- The monthly budget of the project.identifier- The identifier of the project.additionalFields- Additional optional fields and custom properties updated in the project.
Dependencies
- MOCO API
- an API key credential for MOCO authentication
Troubleshooting
- Ensure the Project ID is correctly specified and exists in MOCO to avoid 'not found' errors.
- Verify that date fields are in the correct YYYY-MM-DD format to prevent validation errors.
- Check API credentials and permissions if authentication errors occur.
- If updating custom properties, ensure the keys and values conform to MOCO's expected formats.
Links
- MOCO API Project Documentation - Official MOCO API documentation for managing projects, including update operations.