Java Action: Copying Values from Parent to Multiple Child Records 

public class CopyingValuesFromParentToMultipleChildRecords extends 
CustomAction<Project> {
    @Override
    public void action(final Project project) {
        // Run as system user to bypass security 
        platform.getUtilityService().runAsSystemUser(new Callable() {
            @Override
            public void call() { 
            // Get service date and received date field values from parent
            CalendarDate serviceDate = 
            project.getCalendarDateFieldValue("COMP", "serviceDate");
            CalendarDate receivedDate = 
            project.getCalendarDateFieldValue("COMP", "receivedDate");
            
            // Get a set of child objects for a specific child object definition
            List<Project> servedCompanies = 
            platform.getProjectService().getChildProjects(project, "SECO");
            
            for (Project company : servedCompanies) {
                // Set the values from the parent project fields onto each child
                company.setCalendarDateFieldValue("SECO", "serviceDate", serviceDate);
                company.setCalendarDateFieldValue("SECO", "receivedDate", receivedDate);
            } 
          }
      }); 
   }
} 

Java Action: Creating a History Record 

public class CreatingAHistoryRecord extends CustomAction<Contact> {

    @Override
    public void action(final Contact contact) {
// Run as system user platform.getUtilityService().runAsSystemUser(new Callable() {
        @Override
            public void call() {
                // Get old contact
                final Contact oldContact = 
                platform.getContactService().readLastSaved(contact);
                
                // Create a string for history text using old and new values of the contact's name
                String historyText = String.format("Contact name changed from %s to %s",
                oldContact.getDisplayString(), contact.getDisplayString());
                
                // Create a history record and related it to the contact
                History history = platform.getHistoryService().newHistory(historyText, contact);
                
                // Set the primary category of the history to Data Change 
                history.setPrimaryCategory("HIST_DACH");
            }
        });
    }
}

Java Action: Updating Added Categories 

package com.mitratech.teamconnect.enterprise.api.model.rule;
import com.mitratech.teamconnect.enterprise.api.callable.Callable; 
import com.mitratech.teamconnect.enterprise.api.model.Project; 
public class UpdatingAddedCategories extends CustomAction<Project> {
    @Override
    public void action(final Project record) {
        // The record must be declared as final if it is going to be referenced in a Callable
        // Get an instance of the utility service in order to run code as system user
        platform.getUtilityService().runAsSystemUser(new Callable() { 
            public void call() {
                // Getting the value of the Pre/Post custom field
                String newPrePostKey = record.getProjectFieldValue("CLAM", "PrePost").getUniqueKey();
                if (newPrePostKey.equals("PRPO_ROOT_PREE")) { record.removeCategory("CLAM_POST"); 
                    record.addCategory("CLAM_PREE"); } 
                else {
                    record.removeCategory("CLAM_PREE");
                    record.addCategory("CLAM_POST"); 
                }
            } 
        });
    } 
} 

Java Action: Checking and Setting Values in Custom Fields of Type List 

public class IceCreamCondition extends CustomCondition<Project> {
    @Override
    public boolean condition(Project project) {
        // Getting the value of the ice cream custom lookup field
        String flavor = project.getLookupFieldValue("icecream").getKey();
        /* Check whether the value of the field is one of the four ice cream flavors that contains chocolate */
        if (flavor.equals("CHOC_CAKE") || flavor.equals("CCHP_CDGH") || 
        flavor.equals("MOOS_TRKS") || flavor.equals("CHOC_PBTR")) {
            // If value is one of the four values, set "Tastiness" custom field to Good.
            project.setTextFieldValue("Tastiness", "Good"); } 
        else {
            // If value is NOT one of the four values, set "Tastiness" custom field to Okay.
            project.setTextFieldValue("Tastiness", "Okay"); 
        }
            
        /* This code can also be done without using keys, such as getting the value of a text field 
        which is not going to have a key associated with it. */
        
        // Getting the value of the ice cream custom lookup field String flavorText = project.getTextFieldValue("icecream");
        /* Check whether the value of the field is one of the four ice cream flavors that contains chocolate */
        return (flavorText.equals("CHOCOLATE CAKE") || flavorText.equals("CHOCOLATE CHIP COOKIE DOUGH") || 
        flavorText.equals("MOOSE TRACKS") || flavorText.equals("CHOCOLATE PEANUT BUTTER"));
    } 
} 

Java Action: Creating Related Task Record 

public class CreatingRelatedTaskRecord extends CustomAction<Project> { 
    @Override
    public void action(final Project project) {
        // Run as system user to bypass security 
        platform.getUtilityService().runAsSystemUser(new Callable() {
            @Override
            public void call() {
                // Creating task and assigning it to main assignee of current object
                Task task = platform.getTaskService().newTask("Complete executive summary", 
                project.getMainAssignee().getUser());
                CalendarDate trialDate = project.getCalendarDateFieldValue("MATT", "trialDate");

                // Set the due on date to fifteen days before the trial date Calendar dueOn = Calendar.getInstance(); 
                dueOn.setTime(trialDate);
                dueOn.add(Calendar.DAY_OF_YEAR, -15); 
                task.setDueDate(new CalendarDate(dueOn));

                // Set primary category to trial preparation
                task.setPrimaryCategory("TASK_TRPR"); }
            }
        ); 
    }
}  

Java Parameterized Action: Specifying Due Date for Task Record Using Parameter 

public class SpecifyingDueDateForTaskRecord extends CustomAction<Project> {

    @Override
    public void declareParameters() {
        parameters.addNumberParameter("numberOfDaysAfter", "The number of days 
        between the date the claim was created and the due date", 
        Long.valueOf(1));
    }
    
    @Override
    public void action(final Project project) {
        // Run as system user to bypass security 
        platform.getUtilityService().runAsSystemUser(new Callable() {
            @Override
            public void call() {
                // Get the value of the rule parameter
                int numberOfDaysAfter = 
                parameters.getNumberParameterValue("numberOfDaysAfter").intValue() 
                ;
                
                // Create a task and assigning it to the main assignee of the project
                Task task = platform.getTaskService().newTask("Obtain a copy of the police report", 
                project.getMainAssignee().getUser());

                // Relate the task to the project 
                task.setProject(project); 
                
                // Set the due date based on the number of days specified in the rules parameter
                Calendar dueOn = Calendar.getInstance(); 
                dueOn.setTime(project.getCreatedOn()); 
                dueOn.add(Calendar.DAY_OF_YEAR, numberOfDaysAfter);
                
                // Set the primary category of the task
                task.setPrimaryCategory("TASK_FLUP_FNOL"); 
            }
        }); 
    }
} 

Java Parameterized Action: Creating Project with Related History Using Parameters 

public class CreatingProjectWithRelatedHistory extends CustomAction<Project> {
    
    @Override
    public void declareParameters() {
        parameters.addTextParameter("categories", "Full tree position of the Letter Package Request categories, 
        separated by commas", null);
        parameters.addNumberParameter("numberOfDaysAfter", 
        "Number of days between the rule triggering and the date the letters must be sent out", Long.valueOf(1)); 
        parameters.addBooleanParameter("isAuditCreated", "Whether an audit file should be created 
        for each package request", null);
    }
    
    @Override
    public void action(final Project project) {
        // Get the parameter values
        final int numberOfDaysAfter = parameters.getNumberParameterValue("numberOfDaysAfter").intValue();
        final boolean isAuditCreated = parameters.getBooleanParameterValue("isAuditCreated");
        final String[] categories = parameters.getTextParameterValue("categories").split(Pattern.quote(","));

        // Run as system user to bypass security platform.getUtilityService().runAsSystemUser(new Callable() {
            @Override
            public void call() {
                // Creating new package request
                Project packageRequest = platform.getProjectService().newProject("PKRE");

                // Setting value of Requested For custom field to the current project object
                packageRequest.setProjectFieldValue("PKRE", "requestedFor", project);

                for (String category : categories) { 
                    packageRequest.addCategory(category);
                }
                
                Calendar sendDate = Calendar.getInstance();
                sendDate.setTime(new Date());
                sendDate.add(Calendar.DAY_OF_YEAR, numberOfDaysAfter);
                packageRequest.setDateFieldValue("PKRE", "sendDate", sendDate.getTime());

                if (isAuditCreated) {
                    // Create history with primary category set to audit
                    History history = platform.getHistoryService().newHistory("Package request generated", project);
                    history.setPrimaryCategory("HIST_AUDI"); 
                }
            } 
        });
    }
}  

Java Wizard Action: Creating a Child Project 

public class CreatingAChildProject extends CustomAction<Project> {
    @Override
    public void action(final Project project) {
        // Get wizard parameter 
        final boolean isAnyInjury =
        parameters.getBooleanParameterValue("anyInjury");

    // Run as system user to bypass security 
    platform.getUtilityService().runAsSystemUser(new Callable() {

        @Override
        public void call() {
            // Create new claim as a child of the project
            Project claim = platform.getProjectService().newProject("CLAM"); 
            claim.setParentProject(project);

            // Add BI category as primary claim.setPrimaryCategory("CLAM_BOIN");
        }
     });
   }
}

Java Wizard Action: Setting User w ith Specific Role as Assignee in Task 

public class SettingUserWithRoleAsAssigneeInRelatedTask extends CustomAction<Task> {

    @Override
    public void action(final Task task) {
        // Retrieve project wizard parameter
        final Project project = parameters.getProjectParameterValue("project");
        
        // Run as system user to bypass security platform.getUtilityService().runAsSystemUser(new Callable() {
            
            @Override
            public void call() {
                // Get list of project assignees
                List<ProjectAssignee> assignees = project.getAssignees();
                
                for (ProjectAssignee assignee : assignees) {
                    // Assign the project assignee with the 'Proposed Attorney' 
                    role
                    if (assignee.getAssigneeRole().equals("MATT_PRAT")) {
                        platform.getTaskService().reassign(task, assignee.getUser());
                        break;
                    }
                }
            }
        });
    }
}

Java Wizard Action: Filtering Users for Manual Selection 

public class FilteringUsersForManualSelection extends CustomAction<Project> {

    @Override
    public void action(final Project project) {

        // Run as system user to bypass security platform.getUtilityService().runAsSystemUser(new Callable() {
            @Override
            public void call() {
                List<User> users = platform.getUserService().getAllUsers();

                for (User user : users) {
                    // If the user's contact's primary category is BI Adjuster, add to adjusters
                    if 
                    (user.getContact().getPrimaryCategory().getTreePosition().equal s("CONT_ADJU_BIAD")) {
                        project.addAssignee("ADJU", user); }
                    } 
                }
            }); 
        } 
    }
}     

Java Wizard Action: Automatically Selecting Project Assignees 

public class AutomaticallySelectingProjectAssignee extends CustomAction<Project> {

    @Override
    public void action(final Project project) {
        try {
            platform.getUtilityService().runAsSystemUser(new CallableWithException<Exception>() { 

            @Override
            public void call() throws Exception {
                // Check whether BI Category has been added to the claim record boolean isBI = 
                project.hasCategory("CLAM_BDIN");

                // Get all users
                List<User> users = platform.getUserService().getAllUsers();

                for (User user : users) {
                    // Check primary category and value of Is Available field on each user's contact
                    Contact contact = user.getContact();
                    if (contact.getPrimaryCategory().equals("CONT_ADJU_BIAD") && 
                    contact.getBooleanFieldValue("CONT_ADJU", "isAvailable")) {
                        // Add the user as a project assignee with the role BI Adjuster
                        project.addAssignee("CLAM_ADJU", user);

                        // Make the contact no longer available
                        contact.setBooleanFieldValue("CONT_ADJU", "isAvailable", false);
                    } 
                }
            } 
        });
    } catch (Exception e) {
        // Log a message with the exception attached
        logWarn("The category CLAM_BDIN was not added to Claim", e);
    } 
  }
}