Pulling Project Custom Field Information into a Task Custom Form

[JeanneneRu]

Hi!!

We're looking to pull custom field dates and checkboxes from the Project Custom forms, into a Custom TASK form to avoid the team looking back and forth. We've tried calculated fields, but they are showing "N/A" and all the solutions on Experience League seem outdated. Hoping someone is able to help or solve this!!

[RowvillBh1]

Hi @JeanneneRu ,

The most common issue is not referencing the right object. For example if you have a custom field on both request and project level, and you reference the request level field in your calculation then it will give you an N/A. Happy to help further if you could share your code for the calculated field.

-Rowvill

[JeanneneRu]

I've been using similar Calculations as mentioned in the comment below. 

The Field we want to pull from name: "Retail Start Date" , into a calculated field in a custom form that is attached to a task. We are trying to build this into the custom form, so any new requests that are flipped into the project would automatically pull the dates from the Project into the Task form. 

Is this possible on Workfront?

[RowvillBh1 · Accepted solution]

Yes, absolutely. We do this too and it works like a charm. In your case the calculated field on your task custom form should have this formula = 

{project}.{DE:Retail Start Date}

If you already have the correct formula, it might be worth checking for any extra spaces in the formula, making sure there is a date filled out on the project custom form in the "Retail Start Date" field and recalculating expressions as recommended by @MorganHatcher 

[JeanneneRu]

Thank you, works now!!

[MorganHatcher]

Hi @JeanneneRu - 

One thing you may want to try is to recalculate the expressions to see if the calculated field updates. This can be found in the three-dot menu at the Project and Task levels. 

I did try this calculation on a task form field and it worked for me: ({project}.{DE:Custom Field Name})

[JeanneneRu]

Thank you!!