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Derive Value from One Task Form to Another with Calculated Field

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Community Advisor

Hello! Wanted to see if anyone has any workaround they use in order to get a custom form value on one task to another. The use here is that we want to have users enter information in a task-level custom form (instead of project-level for user experience), but need that same value on to show on another task through a calculated field.

 

Is there any calculated field examples you have used? Not 100% sure this is possible with the hierarchy of the system, but wanted to check anyway!

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Correct answer by
Community Advisor

You would normally do this in a report using a collection referring to project.tasks... so since calculated fields don't use collections, I wonder if anyone has ever used a custom dashboard on that task as a workaround.

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Correct answer by
Community Advisor

You would normally do this in a report using a collection referring to project.tasks... so since calculated fields don't use collections, I wonder if anyone has ever used a custom dashboard on that task as a workaround.

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Community Advisor

That's a great idea, thanks for the reply - going to give it a shot.