I’m currently trying to automate the creation of 400-500 projects in Salesforce, using the UiPath.Salesforce.IntegrationService.Activities to do it through the API. In Salesforce, I am trying to copy data from existing 2021 Projects and trying to create 2022 projects, that will have some updated/new data in them. I am able to copy the Project Overview fields from the 2021 projects and create a new 2022 project with the Project Overview data copied correctly.
The issue I’m having is trying to insert Phases into these new project. The phases also contain tasks, but if the phase is copied these I think they will be included. The phases are to be copied from Project Templates we have, and inserted in the new 2022 projects. I thought it would be as simple as getting the Phase IDs from the Project Templates, and then inserting a new phase into the 2022 project using the Phase ID’s from the Templates. But when I try to insert a Phase from a Template into a 2022 project, none of the data from the phase gets inserted, instead it’s literally just the Phase ID number that is inserted.
So does anyone know how to copy a Phase from a Salesforce Project/Object and insert it into another project using the Salesforce Integration Service Activities?