Skip to main content
referenceliving

BaseCamp – Assigned People Synchronization

How the BaseCamp Dataverse plugin synchronizes HC, TA, and FA values from Assigned People records to the Application table.

Reviewed Mon Jul 13 2026 00:00:00 GMT+0000 (Coordinated Universal Time) · Sensitivity: internal

#Overview

BaseCamp maintains three primary business roles for every application:

  • Hosting Coordinator (HC)
  • Technical Advisor (TA)
  • Functional Advisor (FA)

Rather than requiring users to manually update these values in multiple locations, a Dataverse plugin automatically synchronizes the Application record whenever Assigned People information changes.

#Business Requirement

The Application record should always display the current HC, TA, and FA assignments.

This information is used throughout BaseCamp for:

  • Application General tab
  • Reporting
  • Dashboards
  • Notifications
  • Future workflow automation

Maintaining a single source of truth reduces manual updates and prevents inconsistent data.

#Solution Architecture

Assigned People (App User Roles)
            │
            ▼
     Dataverse Plugin
            │
            ▼
 Determine HC / TA / FA
            │
            ▼
 Update Application Record
            │
            ▼
Forms • Dashboards • Reports

#Components

Component Purpose
Application Stores current HC, TA and FA values
App User Roles Stores assigned personnel and roles
Dataverse Plugin Synchronizes Assigned People to Application
General Tab Displays synchronized values

#Business Rules

  • Plugin executes when Assigned People records are created or updated.
  • HC, TA and FA values are synchronized to the related Application record.
  • The Application table serves as the reporting source.
  • Users should not manually update HC, TA or FA directly on the Application record.

#Data Migration

  • Initial data migration did trigger plugin execution instantly and updated the parent application records automatically.
  • After migration, standard Create/Update operations automatically keep records synchronized.
  • However, for a few records the data was not updated, likely due to bulk create/update operations in parallel; those records were identified via script and updated manually.
  • Refactored the plugin code to support bulk create/update.

#Troubleshooting

Symptom Resolution
HC/TA/FA missing Verify Assigned People record exists
HC/TA/FA not updated Update manually from the back end
Incorrect values Validate Assigned People role assignments and update manually
Existing data not synchronized Run bulk synchronization process

#Future Enhancements

  • Support multiple assignees per role.
  • Capture synchronization audit history.
  • Generate notifications when assignments change.
  • Improve logging for troubleshooting.
dataversepluginbasecampsynchronization