Kantata Connect Recipe Catalog Overview – Kantata Knowledge Base

Import prebuilt recipes to your account to save time, automate best practices, and ensure data integrity.

Overview

The Catalog page provides prebuilt recipes for automations related to projects, tasks, users, and resourcing. Import the prebuilt recipes to your account to save time, automate best practices, and ensure data integrity.

On the Catalog page, you can see a list of recipes and the following information for each:

Recipe name
Recipe description
Recipe trigger
Download (“ ”) icon to import the recipe to your account

Use the search bar to find a recipe by its name, description, or trigger.

Recipes

The recipe catalog includes two types of recipes: Notification and Automation. Automation recipes complete an action in Kantata, while Notification recipes send notifications to select users.

Automation Recipes: Project Setup

Name	Description
Projects: Invite Users to New Projects	Invite a set of users to each new project.
Tasks: Copy Task Tag to Custom Field	Copies a specific task tag into that task’s custom fields when a task is created or updated.
Tasks: Apply Task Budgets to Project Budget	Sums all task budgets and applies the value to the project budget and a project custom field. Sums all task estimated hours and appies the value to a project custom field.
Tasks: Match Subtask Custom Fields to Parent Task Custom Fields	Copies task custom field values from the parent task when a new subtask is created.
Tasks: Align Task Estimates with Resourcing Changes	Sums all resource estimated hours and applies the value to the task estimated hours field. Multiples resource estimated hours by bill rates (i.e. to calculate estimated fees) and applies the value to the task budget field.
Projects: Set Project Lead as Time Approver	Sets the Project Lead as the designated time approver.
Projects: Set Rate Card from Discount Custom Field	Create a discounted rate card based on a specified discount amount saved in a project custom field and applies it to the project.

Automation Recipes: User Setup

Name	Description
Users: Map Holiday Calendar to User via Organization	Maps a holiday calendar to a user based on their organization. (Organizations required.)
Users: Map Holiday Calendar to User via Custom Field	Maps a holiday calendar to a user based on a specified user custom field value.
Users: Map Custom Workweek to User via Organization	Maps a custom workweek to a user based on their organization. (Organizations required.)
Users: Map Custom Workweek to User via Custom Field	Maps a custom workweek to a user based on a specified user custom field value.
Users: Match Cost Rate to Account Role	Applies a cost rate to a user based on their account role, based on mappings in a lookup table.
Users: Onboarding/Offboarding Workweek Management	Updates the user workweek based on the specified hire/end date, saved in a user custom field.

Automation Recipes: Resourcing

Name	Description
Users: Create Allocations From Scheduled Hours	Creates allocations matching scheduled hours for a resource.
Tasks: Remove Future Scheduled Hours	Removes all future scheduled hours when a task is marked as complete.

Notification Recipes

Name	Description
Tasks: Task Due Date Exceeds Project End Date, Notify Select Users	Sends an email notification to specified users when a task’s due date extends past the project’s due date.
Tasks: Task Due Date Exceeds Project End Date, Notify Project Lead	Sends an email notification to the Project Lead when a task’s due date extends past the project’s due date.
Projects: Notify When Organization Not Set on New Projects	Sends an email notification to specified users when a project is created without applying an organization. (Organizations required.)

How to Import from the Recipe Catalog

Note: You must be a Workflow Editor or Workflow Administrator to import recipes from the catalog.

Log into Kantata Connect.
In the top bar menu, select Catalog.
On the Catalog page, locate the recipe you would like to import.
For the recipe, select the Download (“ ”) icon.
In the confirmation modal that opens, select Import.

A confirmation message will appear if the import is successful.

To view the recipe, select Home in the top bar menu. Then in the Projects section on the left-hand section of the page, select the Catalog Imports project.

Once imported, you can modify the recipe to make changes for your specific use case. Common customizations include making a recipe trigger for only certain data (typically in step 1 of the recipe) or customizing the content of email notifications.

How to Manage Project Properties After Importing a Recipe

After importing a recipe from the catalog, you must configure the recipe’s project properties for the recipe to work correctly for your specific account and use case. Project properties contain configurations such as email addresses to send notifications to or custom field IDs. Refer to the recipe’s individual article for which project properties to update for that recipe.

Log into Kantata Connect.
In the Projects section on the left-hand section of the home page, select the Catalog Imports project.

Note: If you moved a recipe to a different project, select that project instead.
Select the Settings tab.
Select the Project Properties subtab.
Select the Edit (“ ”) icon for the property you would like to update.
Enter the Value.
Note: If you only imported the recipe one time to your account, do not edit the Property name—this will break the recipe.

If you imported the recipe multiple times in order to have multiple copies that do slightly different things, you can add a new project property for each copy of the recipe and give it a unique name. You will then need to edit each recipe itself and replace the original project property with the copy’s specific project property.
Select the Save (“ ”) icon.

Once a recipe has been imported from the catalog, a Catalog Imports project is created in your account, if one doesn’t exist already. Lookup tables are also added to your account, if the recipe uses any.

Catalog Imports project in left navigation.png

You can move an imported recipe from the Catalog Imports project to a different project; however, you will need to add the recipe’s project properties in the new project’s Settings tab.

You can rename imported recipes. You can also make modifications to imported recipes, such as adding filters to the trigger or customizing email notification content.

How to Import and Make Modifications to Multiple Copies of a Recipe

You can import a recipe multiple times if you would like to have multiple copies of a recipe that do slightly different things. For example, copy 1 of a recipe invites users A and B when a new project in the Estimate stage is created, while copy 2 of a recipe invites users C and D when a new project in the Project stage is created.

Import a recipe from the Catalog page.
Rename the imported recipe:
1. Select Home in the top bar menu.
2. In the Projects section on the left-hand section of the page, select the Catalog Imports project.
3. Select the More (“ ”) icon for the recipe you just imported.
4. Select Rename.
5. Update the recipe name.
  Tip: We recommend adding text to the end to distinguish this copy of the recipe from others (e.g. Projects: Invite Users to New Projects - Estimate Stage).
6. Select the Save (“ ”) icon.
Import the recipe again from the Catalog page.
Rename the second imported recipe:
1. Select Home in the top bar menu.
2. In the Projects section on the left-hand section of the page, select the Catalog Imports project.
3. Select the More (“ ”) icon for the recipe you just imported.
4. Select Rename.
5. Update the recipe name.
  Tip: We recommend adding text to the end to distinguish this copy of the recipe from others (e.g. Projects: Invite Users to New Projects - Project Stage).
6. Select the Save (“ ”) icon.
Rename and add project properties:
1. Select the Settings tab.
2. Select the Project Properties subtab.
3. Select the Edit (“ ”) icon for the project property.
  
  Tip: Refer to the recipe’s individual article for which project properties belong to that recipe.
4. Update the Property name to make it clear which recipe copy the property is for.
  Tip: We recommend adding a suffix to the end of the name (e.g. catalog_project_missing_organization_email_recipients_estimate_stage).
5. Select the Save (“ ”) icon.
6. Select Add new property to the upper-right of the table.
7. Enter a Property name.
  Tip: We recommend using the original project property name and adding a suffix to the end of the name (e.g. catalog_project_missing_organization_email_recipients_project_stage).
8. Select the Save (“ ”) icon.
Select the Assets tab.
Update each recipe to use the correct project property:
1. In the Assets list, select the imported recipe.
2. Select Edit on the Recipe Details page.
3. In the Recipe Editor, select the step that uses a project property.
  
  Tip: The step(s) will be marked with a warning icon, since the original project property was renamed.
4. In the Setup tab within the side menu, locate the data field where the project property is being used. You can use the N warning(s) needs attention link at the top to jump to the field.
5. Click into the data field and press Backspace on your keyboard to remove the project property.
6. In the Recipe Data modal, select the Properties section.
7. Select the project property that this copy of the recipe should use.
  The datapill is inserted into the data field.
8. Update all recipe steps as needed.
9. Select Save.

Note: If you re-import a recipe and a recipe already exists in your account with the same name, a new version of the recipe will be created. If you made changes to the recipe and need to roll it back, you can access the recipe’s Versions list and restore to an earlier version.