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How to link custom field in "Request" with "Project"

I have customized one custom field in Request called "Assigned Date", now I want the values filled in assigned date has to visible automatically when I add the project with the Request. 

Nivashkumar K Answered

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Hi,

 

You'll have to create a Workflow rule on the request object, and RunOn the related project to change the dates accordingly.

Since there are couple of options to do that, I would suggest you join one of our Advanced Configuration webinars to get more help from our Clarizen experts.

http://www.clarizen.com/live-demo.html

 

Good luck!

Tamir

Tamir Avital 0 votes
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Thanks Tamir .

But still i m facing problem in link a two custom field,Here the problem is while creating an workflow rule on the  project/request the alternate field are not listed.

My Requirement is- In project there is an one custom field called PRF Assignment date  which has to fetch the date automatically from related Requests details like Assigned Date .

 

Nivashkumar K 0 votes
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Hi Tamir,

Thanks, this app only mapped the fields already defined like Project Name,Templates,Start date, Due date , etc. not the manually custom field.

where project get linked with Request but not the field i requested.

Kindly let me know the other possible ways.

Nivashkumar K 0 votes
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Hi,

 

I think I'm missing some more context in order for me to assist. I would kindly suggest you join one of our Advanced Configuration webinars, to get further assistance from one of Clarizen experts.

http://www.clarizen.com/live-demo.html

 

Regards,
Tamir

Tamir Avital 0 votes
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