Referencing 'Request' fields in a calculated field | Community
Skip to main content
G
GeraintJo
Level 4
February 24, 2025
Solved

Referencing 'Request' fields in a calculated field

  • February 24, 2025
  • 2 replies
  • 787 views

Hi,

 

This seems really simple but I can't find the answer.

 

I've created forms to use to allow people to raise a request (issue) - from within a project.

 

Once that request has been triaged - a task is added to the project to deliver the items required.

A dedicated form is attached to the new task to display the details pulled down from the project request.

 

I've done this successfully referencing fields entered when a request is entered through a project Q - eg  

{project}.{DE:CS - MAKE - COPY - Channels}
 
What do i use instead of {project} to successfully reference the item from the request created from within the project
 
The form is attached to the request - not the project - so adding {project} at the front doesn't work
Nor does using issue, iss, request... etc
 
And I can't find any info telling me what this field should be when referencing a task/request in a calculated field
 
Thanks
Best answer by skyehansen

I don't believe there's a way for an unconnected task to reference a request's form fields without some help, which you can provide either by linking the two (having the request resolved by the task's completion for example, or via a Fusion automation. 

2 replies

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
February 24, 2025

You should be able to add "convertedOpTask" to the front to reference the resolvable issue/request fields.

G
GeraintJoAuthor
Level 4
February 24, 2025

Thanks Kellie,

 

so I've got this calculated field in the form attached to the task

 

{convertedOpTask}.{DE:CS - RETOUCH - Type}
 
 
CS - RETOUCH - Type  is the field in the form used in the project 'Q details' - that is filled in when a request is made against the project.
 
But it's still not showing correctly against the Task.
 
 
skyehansen
Community Advisor
skyehansenCommunity Advisor
Community Advisor
February 24, 2025

are you converting the request to a task? I'm having problems picturing how the information is going to get onto the task without this link.

G
GeraintJoAuthor
Level 4
February 25, 2025

Hi

Hi,
 
The 'request' form is attached to the project under a Q topic and is used to create the Request.
 
It is not used to create a task within the project.
 
We do that manually using an existing template.
 
In a task within that template - the task form is attached and should reference some items from the above request form.
 
 
Hope that helps
 
Geraint
skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
February 25, 2025

I don't believe there's a way for an unconnected task to reference a request's form fields without some help, which you can provide either by linking the two (having the request resolved by the task's completion for example, or via a Fusion automation. 

Terms & ConditionsAccessibility statement

Loading footer...