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Is it possible to add a custom field to select active portfolios and programs?

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Level 4

Is it possible to do this to automatically pull in the active portfolios and programs, without manually listing them as answers to the question?  If programs and portfolios change, I would want this to be automatically updated in the custom field.

 

Thanks!

1 Accepted Solution

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Correct answer by
Community Advisor

it feels like you're asking about typeahead fields and filtering on a typeahead field. If so, check this article out.

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/custom-fo...

 

specifically the Typeahead and Add Filter sections.

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2 Replies

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Level 10

@Justin_Charles 

Are you willing to pull them in a report? Which type report you are looking for? Task type or portfolio type?

 

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Correct answer by
Community Advisor

it feels like you're asking about typeahead fields and filtering on a typeahead field. If so, check this article out.

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/custom-fo...

 

specifically the Typeahead and Add Filter sections.