Post

2 followers Follow
0
Avatar

How to automatically post text field values to Discussion thread for a Project

We have a long text field in the Property Card of our Projects called "Brief Status".  Project managers regularly update this field with new text as the project moves along.  However, when the text is updated, there is no easy way that I know of to look up the history of what the Brief Status was before.  As a workaround, PMs copy/paste their Brief Status updates in the Discussion thread.  But inevitably, some will forget to do this and lose the history.  Is there a way to automate the posting of the text to the Discussion thread each time a PM updates this Brief Status text field?

David Winn Answered

Please sign in to leave a comment.

4 comments

2
Avatar

Hi David,

You can create a new Workflow rule on Project items for this. I suppose your field API name is $C_BriefStatus.

Set a name, set Run Time to "Every time a record is created or edited"

Set Evaluation criteria to "Run only when the following conditions are met" with value = "IsChanged($C_BriefStatus)"

Action 1: New item

Run On: Current Object

Type: Post

$Container = CurrentObject()

$Body = GetPreviousValue($C_BriefStatus)

I hope this helps,

 

Armand BOLMONT 2 votes
Comment actions Permalink
0
Avatar

Hi Armand,

I finally got around to creating this Workflow rule.  And it does get me very close to what I'm trying to do.  Now, let's say the Brief Status field was "X" and I changed it to "Y", it posts "X" in the Discussion thread and shows up on the News Feed.  However, my goal was to have the post show "Y" if I changed the Brief Status field from "X" to "Y".  What would be the command so that it posts the most recent value for the Brief Status?

David Winn 0 votes
Comment actions Permalink
0
Avatar

Nevermind!  I just realized that all I needed to do was to get rid of the "GetPreviousValue" and the posting now shows the latest value for the Brief Status field.

You rock, Armand!

David Winn 0 votes
Comment actions Permalink
0
Avatar

I misunderstood what you were trying to do, hence the "GetPreviousValue". 

I'm glad you did what you wanted!

Armand BOLMONT 0 votes
Comment actions Permalink