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Auto populate fields across different projects

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Level 3

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 답변 개

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Community Advisor

@Himanshu4 - This wouldn't be possible through any native functionality. You could accomplish this through an integration (such as Fusion). 




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Level 3

@KellieGardner  Thank you so much for the suggestion.

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Level 4

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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Community Advisor

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.