Automatic Update to Custom Fields On Resolved Objects | Community
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Level 2
April 17, 2018
New

Automatic Update to Custom Fields On Resolved Objects

  • April 17, 2018
  • 2 replies
  • 399 views

It would be nice if Workfront would automatically update custom fields when changed on resolved objects.

Example: Prior to project creation, our users submit a request through the request queue completing custom form. Once request is approved, that request is converted to a project using a template that also has an attached custom form.

During the conversation, the data carries over from the request level to the project level form. Overtime, there maybe changes where the custom field is updated at the request or project level. In order to have the data the same for both levels we have to manually update the field(s) twice.

2 replies

Level 8
April 19, 2018

Agreed. I'd actually only realised this recently - I always the two were always kept in sync, but apparently not!

JilmaBeAuthor
Level 2
April 19, 2018

Hi Jamie, Thanks for voting!