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Add Multiple Projects For a Variable in an Action

I have a Custom Action that creates a new expense sheet from an existing one.  I have a Reference to Object variable setup for Project, but it only allows one project to be added.

I would like to allow the user to add multiple projects for the expense sheet.  Is this possible?  If so, how do I do that?

Thank you!

Gina Cargile Answered

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Hello Gina,

I think this is not possible the way you describe.

I suppose your custom action is defined on the expense sheet. If possible, I would suggest to invert your logic, and create the custom action on the project, then select as input the original expense sheet.

This way, you'll be able to execute the same CA on multiple Projects with one Input Panel. The only side effect is that is you set a Success message and select 3 project, you'll 3 the success message 3 times.

Tell me if that makes sense.

Armand BOLMONT 0 votes
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My CA is on the expense sheet right now.

I'm not sure I totally understand what you're saying...

I still don't see where you can select multiple projects.  We definitely don't want to go into each project and add the expense sheet to it.  There are like 12 for one expense sheet.

Do you have an example you can show me (if that isn't what you mean)?

Gina Cargile 0 votes
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My idea is to use the "Projects" section to display the projects you want, multi-select those projects and call the custom action. The CA will then execute on all selected projects.

Like in this screenshot where I select 8 projects to execute the Custom Action named "Update Item":

That's the only way I see to execute a CA on multiple project with one user action.

Armand BOLMONT 0 votes
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Oh, that makes sense.  

Thank you for the suggestion!  I will have to see if that will work for them.

 

 

Gina Cargile 0 votes
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