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


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!


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1 Reply


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?