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Can you have a calculated field on a custom form that references custom data on a selected project in a typeahead field on that form?

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Level 2

On a request custom form (in a request queue project), we have a typeahead field that references a project the request is related to. Can we pull custom field data from that project into a calculated field on the request custom form? If the question isn't clear, please let me know and I can provide additional context. Thanks!

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Level 10

Hi Roy - Sadly, you can't right now. Currently you only have access to ID and Name for typeahead fields. I have spoken to the Product Manager and they have on the roadmap to connect the typeahead field to its true/real object so that you have access to all the information on it. But first they have to do something on the backend that allows them to get to that data.

So not right now, but we should see that in 2021 at some point :)

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8 Replies

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Correct answer by
Level 10

Hi Roy - Sadly, you can't right now. Currently you only have access to ID and Name for typeahead fields. I have spoken to the Product Manager and they have on the roadmap to connect the typeahead field to its true/real object so that you have access to all the information on it. But first they have to do something on the backend that allows them to get to that data.

So not right now, but we should see that in 2021 at some point :)

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Level 2

Thank you, Anthony! I will look forward to that in 2021 then.

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Level 8

I am curious if we are yet able to pull a custom field from an associated project (via a typeahead field) onto a calculated field on a different object (such as a program or another project)?

 

For example: We have a program that is associated/linked to a project that was forecasted.  In the program, I need to pull some custom information such as "Approved Scope", "Approved Content Budget", etc. from that forecasted project into calculated fields on the program object.

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Level 4

A complicated workaround that I was thinking of:

 

Typehead field Value: John Doe

Calculated field of the Typehead Value on project: Spits out John Doe

 

Calculated field on object you want to populate, looking up the first calculated field.

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Level 3

were they ever able to solve this or do we need to rely on Fusion to connect these dots?

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Level 1

Hello!

Any chance you could solve this or any workaround?