Adding to Josh, there is also the option to create a workflow rule that on a project creation you can change the field $Name of the project to xyz
Thanks
I have a request from our upper management to see if it would be possible that when creating new projects, those projects be named based on some of the custom fields that we have created within Clarizen. I would think that this would be possible using the API but am not sure and also not sure where I would begin looking for the answer. Any help would be appreciated.
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Adding to Josh, there is also the option to create a workflow rule that on a project creation you can change the field $Name of the project to xyz
Thanks
This would be possible using a custom action form that creates new projects. I would recommend contacting your CSM for options on how to get this built. If you have some budget, having us do it for you as part of professional services would be your fastest way to implement. I don't think this would require very much time.