Easy way to pull data from Program Custom Form field to Project custom form? | Community
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HeatherLa2
Level 3
April 14, 2020
Question

Easy way to pull data from Program Custom Form field to Project custom form?

  • April 14, 2020
  • 1 reply
  • 590 views

For example, we would like to track dates for product launch announcements, but only input the information at the Program level. If we put in a date field in the Program custom form is there a way to create a calculated field on the project form that would pull in that date, and thus automatically update, as the Program level announcement date changes?

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    1 reply

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    April 14, 2020

    Hi - yeah, the calculation is very easy too. :)

    Program.Product Launch Date

    (Or what name you have for the field. But note is it case sensitive so copy directly from the form)

    It is nice when you have the one-to-one relationship. Like we have on the Project Custom Form the Program and Portfolio Names so that we can easily get that in reporting. :)

      H
      HeatherLa2Author
      Level 3
      April 14, 2020

      THANK YOU!!!!!! I'll miss seeing your presentations at LEAP this year. Your presentations are always so engaging and informative. Hopefully you'll be doing some virtual sessions?

      imgrund
      Adobe Employee
      imgrundAdobe Employee
      Adobe Employee
      April 14, 2020

      Of course!!! This year we are going to talk about all the integrations we did (whether with other tools or with Workfront itself)

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