How to get project form data to populate an issue custom form? | Adobe Higher Education
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Level 4
September 1, 2017
Pergunta

How to get project form data to populate an issue custom form?

  • September 1, 2017
  • 13 respostas
  • 1562 Visualizações
We currently accept project requests through our Request Queue. They come in as Issues, which we then convert to Projects. The data from the Issue custom form carries over into the Project custom form. However, when we want to create an issue associated with a project, the common form field data does not populate on the issue. Is there a way to make this happen? The Use Case: We create a master project to serve as the overview for a program. That master project has a wide variety of custom form fields to define the scope, deliverables, market, market sector, affect products, etc. We want to create issues for the separate deliverables, assign them to the relevant project managers, who will then convert those issues to projects. We don't want to manually enter the common, basic data that is already on the master project and that exists on the Issue form as well. Chris Watson KVH Industries, Inc.
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13 Respostas

Level 10
July 2, 2019
hi Kristen, I have it working in the sandbox. The project custom form contains field "expense account #" The calculated field I have at the issue level is: Project.{expense account #} and I also put another "expense account #" field in there. I set up a queue to handle creating the issue, and when I create an issue, the calculated field pulls in from the project's custom form, and the "expense account #" field is just whatever I put in it. I don't see that it would make a difference, but you might try "updating your calculation" (in the setup area, open your custom form, select the calculated field and select the checkbox that asks to update previous calculations in the background) -skye
Level 6
July 2, 2019
I got it working! Is there a way to have the number show during the issue entering process? Or will the data in the calculated field only show up once I save the issue and then go into the issue details? Kirsten Heikkinen Trek Bicycle Corporation
Level 10
July 2, 2019
Kirsten: correct. It only shows after you save the issue. :( I found this out myself just yesterday on a different project I'm working on. Glad you got it working! -skye