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Level 3
Jun 13, 2023 5:40 PM UTC
Solved

Is it possible to add a custom field to select active portfolios and programs?

Is it possible to do this to automatically pull in the active portfolios and programs, without manually listing them as answers to the question?  If programs and portfolios change, I would want this to be automatically updated in the custom field.

 

Thanks!

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skyehansen
skyehansenAccepted solution
Jun 13, 2023 7:28 PM UTC

it feels like you're asking about typeahead fields and filtering on a typeahead field. If so, check this article out.

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/custom-forms/custom-form-builder/use-the-custom-form-builder/add-a-custom-field-to-a-custom-form.html?lang=en

 

specifically the Typeahead and Add Filter sections.

2 replies

Kundanism
Level 10
Jun 13, 2023 7:06 PM UTC

@justin_charles 

Are you willing to pull them in a report? Which type report you are looking for? Task type or portfolio type?

 

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skyehansen
Adobe Champion and Community Advisor
skyehansenAdobe Champion and Community AdvisorAccepted solution
Jun 13, 2023 7:28 PM UTC

it feels like you're asking about typeahead fields and filtering on a typeahead field. If so, check this article out.

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/custom-forms/custom-form-builder/use-the-custom-form-builder/add-a-custom-field-to-a-custom-form.html?lang=en

 

specifically the Typeahead and Add Filter sections.

Translate