Push Cintoo Annotations to Newforma Konekt

Use the following steps to push Cintoo annotations to Newforma Konekt:

• Notes and Issues created in Cintoo can be pushed to Newforma Konekt.
• Private Notes created in Cintoo will not be pushed to Newforma Konekt. They are meant for private collaboration inside Cintoo only.
• Access to Cintoo account administration tools and Newforma Konekt account administration tools is required for the following steps. 

1. Generate an API Access Token

NOTE: only hub owners can generate an API access token. If the option is unavailable, ask the hub owner to create it for you.

• Log in to Newforma Konekt
• Select the hub for which where the access token has to be created
• In the main menu on the left, select Hub Settings
• On the Hub Settings page, click the gear icon at the top-right, and then click API Access token
• In the window that appears, accept the API agreement, and click Generate.
• The API token will be displayed. Copy it for future use and, if necessary, communicate it securely to the person who requested it. Once it has been copied, click Close.
  Warning: the token can’t be retrieved once the window is closed.
• Only one token can be created for a hub. To generate a new one, revoke the existing token. Any connection to the previously generated token will be broken.
  

2. Connect Cintoo account to Newforma Konekt Hub:

• Get Newforma Konekt token for the selected Newforma Konekt Hub from Newforma Konekt Account Manager
• Add this token to the Cintoo account by navigating to Administration in the burger menu in the top right corner > Integrations and clicking Add Newforma Konekt Token
  

• It's possible to authorize access to several Newforma Konekt Hubs (each one having a separate token)

3. Connect Cintoo project to Newforma Konekt project:

• Please note that the Newforma Konekt project settings may only contain Priority, Status, Type in the Issue mandatory attributes under the project General Settings. Any additional mandatory attributes could cause Cintoo to not sync with Newforma Konekt project.
  • If additional mandatory attributes are required, it's obligatory to set a default value in Newforma Konekt in order for issue to push/sync.
    For example, if the Domain is a mandatory attribute for Newforma Konekt project, be aware that this attribute is not filled by Cintoo at this stage and will cause the sync/push to fail. So, the workaround would be to set this Domain attribute (as per example) to be not mandatory in Newforma Konekt project or set a default value for Domain in Newforma Konekt project before pushing/syncing the issue from Cintoo .

• In the Report Tab, select Integrations.
  
  

• In Integrations under Newforma Konekt, select Link project
  
  
  
• Once clicking on the Link Project button the following dialogue box opens asking to select Newforma Konekt Hub and Newforma Konekt Project:
• Invite Users:
  • Allows existing Cintoo users to be created as new users in Newforma Konekt if they are not yet Newforma Konekt users.
  • Applies to:
    • Users that create the notes or issues
    • Users that have been assigned an issue in Cintoo
      

• Push/Sync:
  • In Push mode, notes and issues from Cintoo will be pushed for the first time to Newforma Konekt, but all subsequent updates will come from Newforma Konekt. In this mode, Newforma Konekt acts as the master for notes and issues.
  • In Sync mode, updates may come from both Newforma Konekt or Cintoo .
  • This Push/Sync setting can be set for the whole Cintoo account, or for each Cintoo project independently.

• Once a Newforma Konekt hub and project have been selected, the Newforma Konekt project name will appear at the top left of the Report Tab, and a grey Newforma Konekt logo will be displayed next to any Cintoo Notes or Issues listed:

• Notes and Issues can be pushed to Newforma Konekt one by one or all at once.
  • Pushing one by one is done by clicking on the greyed Autodesk icon associated with each Note or Issue. The icon will then start blinking until it becomes stable and colored:
    • Before:

    • After:  

  • Pushing all Notes and Issues at once is done by clicking on Integrations, and then clicking  Link Annotations to Project Name under Newforma Konekt. 

5. Accessing Cintoo Notes and Issues in Newforma Konekt:

• Clicking the Newforma Konekt logo next to the Newforma Konekt project name at the top left of the Report Tab in Cintoo will open the linked Newforma Konekt project.
• Clicking the colored Newforma Konekt logo next to a Note or Issue listed in the Report Tab in Cintoo opens the associated Newforma Konekt Issue.

6. Edit or delete project links:

• In the Cintoo Report Tab, under Integrations, there is an option to edit or delete project links:
• Editing a link will change the destination Newforma Konekt hub and Newforma Konekt project for new Notes or Issues to be pushed. Notes and Issues that have been pushed already will remain linked to the previous hub and project in Newforma Konekt.
• Deleting a link will delete the links to all notes and issues already pushed. They will then get a greyed Newforma Konekt icon, and they will need to be pushed again to a new project in Newforma Konekt.