Project Dropdown in Issue Custom Form?

[Madalyn_Destafney]

Hi folks, have a bit of an odd one here and really hoping there's a way to achieve this, whether through Fusion or otherwise. Here's the scenario:

- I'll have an issue in a project
- Sometimes the issue will relate to multiple other projects in the same program
- I need a dynamically-populated multi-select dropdown in the issue custom form of the project pulling in all active projects in the program the issue's project is in. So if I have issue 1 in program A, I need to be able to select any other active project within program A in this program (so the other active project names need to populate in this multi-select dropdown). Same for issue 2 in a separate program B (all in same portfolio though), and so on. I know this isn't natively possible in custom forms, but is there any way with Fusion and/or a lookup field? There would only be up to probably 20 other projects in the program at any time that it would need to pull into a dropdown in the issue custom form, we're not talking 50+.
- Copying the issue to the other relevant projects is not an option for this specific use case, they can only be represented in the single issue.

Thoughts?

[skyehansen]

I would go with an external lookup field, with the caveats that:

1) I think you do need to account for whether the user can see the programs (I usually do this with an API key for example

2) I am not great at API calls, so I just did it in a way that I wouldn't have to think super hard about it.

I'll start you off and you can add the rest of your needs -- it will be good exercise.

A) I would create a field on the issue form for the project's program ID. This is because I am not great at API calls, so this is what you get, hahaha!

B) The external lookup field would start with:

$$HOST/attask/api/v17.0/proj/search?programID={DE:your field name from point A above}

This alone would get you to a list of projects that are in the same program, the point being to get you to see possibilities than being a solution in and of itself. You would just add on to this call to get the rest of your stuff (projects in active status, etc.).

I would definitely point you to Kat's external lookup field post for further pointers on how to make these suckers work.

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/how-to-replace-typeahead-with...

[Madalyn_Destafney · Accepted solution]

Thanks, Skye. I ended up getting it figured out. For anyone interested in doing the same thing, this is what you need to do:
1. Add an external lookup field to the issue custom form where you want the project dropdown
2. Fill in these settings/info. Note I've selected the mulit-select dropdown checkbox, but you don't need that if you only want to select 1 option:

[skyehansen]

great start! You can also look at ordering the projects alphabetically by name, and for those workflows where status doesn't automatically toggle to complete when the project is at 100% you can maybe provide an additional filter for %complete<100. Just some thoughts.