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Custom field based on project task

Is it possible to create a custom field and have it set based on a specific project task?  We use a template for all of our projects and I want to create a custom field at the project level (a date) that will be set based on the due date of a specific task.   This task will have the same name for each project.   If the due date changes for this task, the field should be updated.   How can I do this? 

Farhan Virji Answered

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Hi Farhan,

Yes it is possible. You would need to reference it to an object. Please refer to my screenshot on where to access the "Object" tab.

Tom Do 0 votes
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Hi Tom,  how will this work?  If I follow your instructions, then I have to enter the ID of the Task, which is not what I want.  I want to be able to create a formula that is able to search all tasks in the project and find the task based on the name and then copy the due date of that task into my custom field...

Farhan Virji 0 votes
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Farhan, 

Using Name is not possible because you can have duplicate names but the Object ID (SYSID) will always be unique. I guess it is possible if you reference the specific Project and only have ONE TASK with that specific name but that logic would likely be a lot more complex and not guaranteed to give you what you want.

Boris Krutiy 0 votes
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Hi Boris,

How would someone go about actually doing what you said in your last post?

(i.e. reference a task by name in a specific project)

 

I'm looking for the Due Date of a particular task called "SRFP".

I expect my formula would need to look something like this:

TargetObject.TaskName("SRFP").$DueDate

 

Can you please tell us how this would be done?

Michel Mongeau 0 votes