Is there a way to transfer the data from a Task Custom Field to a Project Custom Field using a Calculated Field? | Community
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MariaCr2
Level 3
March 14, 2025
Solved

Is there a way to transfer the data from a Task Custom Field to a Project Custom Field using a Calculated Field?

  • March 14, 2025
  • 2 replies
  • 623 views

Anyone know of a way to pull data from a Task Custom Field into a Project Custom Field using a Calculated Field? Thanks!

Best answer by Sven-iX

No. 

Calculated fields don't set the value of other fields. They just show the string-value of the calculation/expression.

 

You can display the value of a project on the task though with calculated fields: {project}.{DE:someField} in a task form will print out the value of the field someField on the project. 

2 replies

Sven-iX
Community Advisor
Sven-iXCommunity AdvisorAccepted solution
Community Advisor
March 14, 2025

No. 

Calculated fields don't set the value of other fields. They just show the string-value of the calculation/expression.

 

You can display the value of a project on the task though with calculated fields: {project}.{DE:someField} in a task form will print out the value of the field someField on the project. 

Jared_Mauch
Jared_Mauch
Level 6
June 27, 2025

Thanks for this suggestion because I've been tasked with creating a task form that carries over values from select fields on the project form.

Daniel_Clarke
Community Advisor
Daniel_ClarkeCommunity Advisor
Community Advisor
March 14, 2025

Hi @mariacr2 - do you have Fusion? If so that is a fairly easy solve!

  1. Watch for data change on task x
  2. read task x, output data field and projectID
  3. Update project = projectID with output data field

If you do not have Fusion, there are MANY examples like this that increase efficiency and reduce manual efforts that make the value proposition an easy sell to your execs! Message me if you want help crafting that story, happy to assist!

    M
    MariaCr2Author
    Level 3
    March 14, 2025

    No we don't have Fusion. Would love to have it, and other instances within our company do have it, but we are determined to be too small of a group to spend the money on it at this time. That won't be changing anytime soon, unfortunately.

    Daniel_Clarke
    Community Advisor
    Daniel_ClarkeCommunity Advisor
    Community Advisor
    March 14, 2025

    Understand that for sure! Just sent you a message with a few details on how you could address. 

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