Pulling down a Custom Field from the Portfolio level to the Project Level

Forum|Forum|2 years ago
May 31, 2023
3 replies
1910 views

Hello!

I have custom forms on the Portfolio level and the Project level and I am trying to get information from a custom field on the Portfolio Level to a calculated custom field on the Project Level but everything I am trying is not working. Below are the few options I have tried and all return an n/a in the project field. I have confirmed the Portfolio field is filled out and the project is linked to the portfolio and recalculated expressions and even waited a day, but nothing worked. Does anyone know what I am doing wrong or what the formula needs to be?

{portfolio}.{DE:Custom Field}

{program}.{portfolio}.{DE:Custom Field}

LEFT({portfolio}.{DE:Custom Field},10)

Thank you!

Kristina

Workfront

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Best answer by RandyRoberts

{portfolio|portfolioMM}.{name}

Not very intuitive, right?

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

RandyRoberts

Accepted solution

Community Advisor

{portfolio|portfolioMM}.{name}

Not very intuitive, right?

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

K

KristinaWa1Author

Level 3

Thank you Randy, I would not have guessed that! I am unfortunately still getting an n/a for the two calculate fields on the project level even though they are filled out on the program level. Do you have any other tips otherwise I might need to submit a support ticket.

Thank you,

Kristina

RandyRoberts

Community Advisor

What is the name of one of the fields? and what type of field is it? (text, multi-select, date)

I'll re-create it and see if I can get it to work.

skyehansen

I was able to get dropdown and checkbox field to work using

{portfolio}.{DE:Custom Field Name}

(this gave a result when I went and attached the form)

For the typeahead, I had to remember to use ":name" at the end of the field.

i.e. {portfolio}.{DE:Typeahead Field Name:name}

skyehansen

PS: I know you said you recalculated expressions, but I'm not sure if you know that there are two ways to do this -- one at the project level, where your form is, and one on the actual field. Have you recalculated both ways or just one way?