Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!
SOLVED

Is it possible to share a project based on field selections in a custom form?

Avatar

Level 1

Hello, is it possible to share a project based on field selections in a custom form? 

For example, we have a custom form that is used inside our request queue which takes in all issue requests for our department, then is converted into a project using templates later by a project manager. In that form, we have an audience selection field. Our Senior Communication Manager wants visibility to all projects that involve her audiences. 

Now I could setup the templates to include her in the Project Sharing. Then create a report that filters to show her ONLY projects for her audience. But this would give her visibility to all converted projects and some projects may be confidential and will NOT select one of her audiences.

So is it possible somehow to automatically share the project to her when its been converted from an issue to a project, but ONLY when they have selected one of her audiences in the custom form?

Thanks for any ideas!

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

Avatar

Correct answer by
Employee Advisor

@rhohl21 When converting the issues into projects, are those projects being added to a specific program or portfolio that your Senior Communication Manager already has access to? That way, she inherits sharing permissions without you or your project managers having to manually add her? 

View solution in original post

2 Replies

Avatar

Correct answer by
Employee Advisor

@rhohl21 When converting the issues into projects, are those projects being added to a specific program or portfolio that your Senior Communication Manager already has access to? That way, she inherits sharing permissions without you or your project managers having to manually add her? 

Avatar

Level 1

@NicholeVargas No. Currently our portfolios/programs are split up in such a way that is relevant to the requesters, not the Internal Senior Comm Manager. For example, HR works with us and has several portfolios/programs of their own, while PR also has their own portfolios/programs. So this would not work, unless we were able to assign 1 project to multiple portfolios.