Export Project

Configure the ExportProject project action to send project data to external systems via a connector.

Overview

The Export Project action exports the current project to an external system using a configured connector. This is useful for integrating project workflows with ERPs, CRMs, third-party ticketing systems, or any external platform that needs to receive project data.

When this action executes, Omnium calls the specified connector's Export method with the full project object and any configured properties. The result determines whether the workflow continues or stops.

Key behaviours:

  • The export is awaited — the workflow waits for the export to complete before moving to the next action
  • On success, any previous ProjectExportError is cleared from the project
  • On failure with StopOnError: true, a ProjectExportError is added to the project and the workflow is cancelled
  • On failure with StopOnError: false, the result is downgraded to a warning and the workflow continues

Identifier

PropertyValue
KeyExportProject
GroupProject Actions

Configuration

Minimum Required Configuration

At minimum you must specify a connector:

{
  "name": "ExportProject",
  "Connector": "Webhook"
}

All Available Options

PropertyRequiredTypeDescriptionExample
nameYesstringMust be ExportProject"ExportProject"
ConnectorYesstringThe name of the connector to use for the export"Webhook", "AzureServiceBus"
StopOnErrorNobooleanStop the workflow and flag an error on the project if the export failstrue or false (default: false)
PropertiesNoarrayKey-value pairs passed directly to the connector's export implementationSee below
TranslateKeyNostringTranslation key shown in the UI action log on success"ProjectExported"

Example Configurations

Simple webhook export — warn on failure, continue workflow:

{
  "name": "ExportProject",
  "Connector": "Webhook"
}

Critical ERP export — stop workflow on failure:

{
  "name": "ExportProject",
  "Connector": "Dynamics365",
  "StopOnError": true
}

Export with additional properties passed to the connector:

{
  "name": "ExportProject",
  "Connector": "Webhook",
  "StopOnError": false,
  "Properties": [
    { "Key": "TargetQueue", "Value": "project-claims" }
  ]
}

Export Behaviour

On Success

  • Action status is set to Success
  • The ProjectExportError error (if previously set) is removed from the project
  • The workflow continues to the next action
  • The TranslateKey (if configured) is shown in the UI action log

On Failure — StopOnError: false (default)

  • Action status is set to Warning
  • The workflow continues to the next action
  • The error reason is recorded in the action result

On Failure — StopOnError: true

  • Action status is set to Error
  • A ProjectExportError error with severity Error is added to the project
  • The workflow is cancelled — no further actions in the current workflow run

Error Handling

ConditionResultContinues Workflow?
Export successfulSuccessYes
Export failed (StopOnError: false)WarningYes
Export failed (StopOnError: true)Error + ProjectExportError on projectNo
Unhandled exceptionErrorNo

Troubleshooting

Export not executing

  1. Confirm "name": "ExportProject" is spelled correctly (case-sensitive)
  2. Verify the connector name matches the connector configured in Tenant Settings
  3. Check the project's workflow log for error details

Export failing

  1. Check the project for a ProjectExportError — the ErrorReason field contains the message from the connector
  2. For Webhook connectors: verify the endpoint URL is reachable and authentication is correct
  3. For Azure queue connectors: verify the connection string and queue/topic name are correct

Workflow stops unexpectedly

Check whether StopOnError: true is set. If the export fails with this setting, the workflow is intentionally cancelled and the project will have a ProjectExportError error attached.