Autodesk Integration - CxAlloy Issues Sync
In this article
Installation and Setup
The Autodesk integration needs to be enabled at the account level before it can be configured for individual projects.
Sign up for the beta at https://www.cxalloy.com/acc-integration/.
The Autodesk integration syncs issues between a project in CxAlloy and a project in Autodesk.
Autodesk Installation - Custom Integrations
Before connecting to an Autodesk project, CxAlloy's custom integration needs to be installed in the Autodesk account. As an Autodesk hub admin, navigate to the hub's "Custom integrations" page and add a new custom integration.
Enter "S4kmWMGJVWAKmjpg8eybbWUi96KFS8WVE0wvQTZ13dTHMBus" for the Autodesk Platform Services Client ID.
Autodesk Project Settings
The user setting up the integration needs to be in the Autodesk project's Members list for it to appear later on in the configuration process when connecting from CxAlloy.
CxAlloy Setup
Navigate to the CxAlloy project's Settings page, switch to the Autodesk integration tab, and press the Connect to Autodesk button.
The connecting user will be redirected to an authorization page. If they are not logged into Autodesk, they will be prompted to sign in first.
After authorizing the application, the user will be prompted to select an Autodesk project and which issue phases to sync.
Issues created in CxAlloy will be created under the selected Autodesk Issue Type, and status updates in CxAlloy will map to the selected status in Autodesk.
The Discipline, Priority, and Drawing can be appended to the issue's details, or mapped to a custom field in Autodesk.
When mapping to a custom field with a dropdown list, an additional prompt will appear to map the possible field values accordingly. Other custom field types will sync the value as-is.
When an Autodesk issue is synced, it will map to the selected status and type in CxAlloy.
The Root Cause and Location Details can be appended to the issue description, or mapped to an Issue Attribute in CxAlloy.
The integration creates a dummy user in CxAlloy to use for syncing. Removing this user has no effect on the integration.
Integration Settings
After the integration has been enabled, users can change the connected Autodesk project, view sync logs, or reset the integration from the Autodesk integration's settings page.
Press the pencil icon to edit the integration's field mapping.
Issue Syncing
Issues created in the CxAlloy project are synced to the Autodesk project. A link to the corresponding issue in Autodesk can be found from the issue's Integrations subsection on the list and detail views.
The name, due date, and description are copied directly, and the status and type are mapped according to the integration's settings. Additional details are appended to the issue description, including the name of the project in CxAlloy, the associated asset, the assigned party, the author, and a link to the original issue in CxAlloy.
Limitations
Comments in Autodesk cannot be updated after creation, so edits to comments in CxAlloy will not sync to Autodesk.
Autodesk's API does not include an endpoint for deleting issues, so issue deletions from CxAlloy will unpublish the corresponding issue in Autodesk instead.
Deleting an issue in Autodesk will not affect the corresponding issue in CxAlloy.
Changes from CxAlloy are synced to Autodesk every few minutes. Changes from Autodesk are synced to CxAlloy instantaneously.