Retaining Project Association (Program + Portfolio) on a Custom Form

[BostonRae]

Hello! 

I have a custom form for our intake queue that uses a typeahead box to capture both the portfolio and the program. In the pre-set settings on the project, the project association section has both of these boths and when you select a portfolio, it automatically shows you every program inside that portfolio. When I've tried to replicate this on the custom form, the association isn't retained, despite using the same Object.ID (Program). I am sure there is coding within the project association section to make this happen and I am also sure I can probably build this in as a filter in text mode on the custom form. Does anyone know how to find that code to get me started?

[Sreekanth-Reddy]

If you want to filter results for a single, constant portfolio, you can use a Program typeahead field with a static filter by portfolio name or ID. For example, filtering by name:

portfolio:name=CPN-022 MedTech General
portfolio:name_Mod=eq

However, if you have multiple portfolios that change from intake to intake and need to dynamically filter programs based on the selected portfolio, you should use an External Lookup field. Below is an example URL that works for dynamic filtering, and I have attached a configuration screenshot for reference:

$HOST/attask/api/program/search?portfolio:name={DE:Portfolio Name Dropdown}&portfolio:name_Mod=eq&fields=name

[BostonRae]

Thank you for sharing this. I deleted my original reply. After further exploration, I have discovered the best way to do this is with Adobe Fusion. I'll reach back out here with a solution once I have it built.

[Sreekanth-Reddy]

If your goal is to associate a project with the user’s selections on the custom form, you’ll need to use Workfront Fusion. Fusion can read the Portfolio and Program custom fields from the form and update the project associations accordingly.

If you already know which Portfolio and Program the project should be associated with—based on request type or another identifier—you can create a data store in Fusion or a mapping table in Workfront. Fusion can then reference this datastore or mapping table to automatically update the project’s Portfolio and Program associations based on matching criteria upon project creation.