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Auto-Populate Product or Program field on Project with Custom Form Field

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Level 2

3/10/25

Description - When a request/issue is made we have a custom form where a user can select a product or program associated with a different portfolio.  When the request is converted into a project, our project manager has to manually change the product or program field that in the overview section for the newly created project, based on what was input in the custom form on the request.

 

Why is this feature important to you - It creates a lot of confusion and extra work for our project manager to try to manage these two fields.  If they forget to change one of them it alters reports and dashboards for them and for management.

 

How would you like the feature to work -  It would be nice if there was a way to automatically populate the product or program field in the overview section of the project based on the field in the custom form of the request and even better to tie the two fields together so that if it's updated in the overview, it's updated in the custom form.  Once the request is converted into a project the field in the custom form is used as a reference only, so it could even turn into a read-only or calculated field.

 

Current Behaviour -  Right now, the custom form field is separate from the product or program field on the project and both fields must be maintained and updated separately.  

1 Comment

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Level 1

6/6/25

Came here looking for this feature. This would be great. We end up having to do double entry. It would be nice to be able to push the selected Portfolio or Program in a custom form to the Converted Project(without fusion) or even just into the object to which the form is attached.