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Himanshu4
June 11, 2024
Question

Auto populate fields across different projects

  • June 11, 2024
  • 3 replies
  • 686 views

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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3 replies

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
June 11, 2024

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

    H
    Himanshu4Author
    June 11, 2024

    @kelliegardner  Thank you so much for the suggestion.

    AlyssaMorin
    AlyssaMorin
    June 11, 2024

    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.

      MoniqueEvans
      Community Advisor
      MoniqueEvansCommunity Advisor
      Community Advisor
      June 13, 2024

      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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