New Project Custom Action

I've figured out how to get the template working but I'k stuck with the customer now...

 Cheers

Hello Martin,

I think this is what you're looking for:

I hope this helps.

Roland

That's it, thanks Roland.

There is one more thing that I need though please.

We assign abbreviations to all of our customers and have a field called Abbreviation.  We use these abbreviations at the beginning of project names and also some task names so we can quickly find them when using the global search.

As an additional action with the "Create Project" custom action I would like to append the customer abbreviation to the project name.  It can be done either by the custom action when the request is converted or by a workflow when the project is created.

Can you give any assistance with this please?

Cheers 

Hi Martin,

The following can be used to obtain the last customer's name:

I hope this answers your question.

Roland

The field I need is the Abbreviation field.  So i have CustomerAbbreviation as the variable and TargetObject.C_Abbreviation.

Because I want the format of the name to be "Abbreviation - Project Name" I've set this:

CustomerAbbreviation "-" ProjectName

This is my lack of javascript knowledge now.  I tried a few variations of brackets and quotes but I cant get this to work.

Thanks for your help

Hello Martin,

I think you need to use this: CustomerAbbreviation + " - " + ProjectName (where CustomerAbbreviation and ProjectName are text variables).

Best regards,

Roland

Thats got it.

Thanks Roland