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Himanshu4
Level 2
Jun 11, 2024 2:48 PM UTC
Question

Auto populate fields across different projects

How can I auto-populate fields across different projects in workfront?

 Let say if there are two project name A and B, Once user fill any details in project A fields, Project B fields should also be automatically updated with same data. Any suggestions would be higly appreciated. TIA.

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4 replies

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
Jun 11, 2024 3:07 PM UTC

@himanshu4 - This wouldn't be possible through any native functionality. You could accomplish this through an integration (such as Fusion). 

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    Himanshu4Author
    Level 2
    Jun 11, 2024 3:28 PM UTC

    @kelliegardner  Thank you so much for the suggestion.

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    AlyssaMorin
    AlyssaMorin
    Level 2
    Jun 11, 2024 6:43 PM UTC

    You could have the user fill out the information at the program level and then use calculated fields to capture this data across all projects in that program.

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      MoniqueEvans
      Adobe Champion, Community Advisor, UG Leader
      MoniqueEvansAdobe Champion, Community Advisor, UG Leader
      Adobe Champion, Community Advisor, UG Leader
      Jun 13, 2024 2:30 PM UTC

      Aside from Program level forms or Fusion as the others have suggested. The other idea that comes to mind is copying the project. If Project A is created and filled out, you could copy it to create Project B. There are checkboxes when copying projects to exclude the tasks or progress if you need to apply a different template.

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