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Need a new field type for Custom Forms - External ID

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Level 3

4/10/17

We are working on building integrations with external systems and running into an issue with the field types. There is no way to protect a field or to prevent it from being copied to an external system. We need a new field TYPE where you pick from the various current field types like single line text, etc... or once a field selected, a new format for External ID. Quite honestly I dont care what you call it, we just need the ability to house something like a record identifier that does not get copied if the object is copied in Workfront.

For example, we sync our projects with our marketing automation platform, Eloqua. We need to ensure that there is a 1:1 relationship with projects to campaigns in Eloqua, however if a project in workfront is copied it also copies all the values breaking the relationship. We just need to prevent that ID value from copying.

2 Comments

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Level 3

3/5/19

There is a built in field on most objects called "extRefID". It's intended to be used with the API and you can store whatever value you like there. When copied, that value should not be copied to the new object, I believe.