Post

2 followers Follow
0
Avatar

Add project to Portfolio via CA or WF

I would like to add a project to a portfolio either by a WF or CA.  

To test this via a CA I have a variable that is a reference to object - portfolio, which allows me to select the portfolio  want to add the project to.

The Actions are to Update Field and this is where its going wrong.  I cant figure out which action is required to update the $Portfolios field in the project.

Any help would be much appreciated.

Thanks

Martin Jubb

Please sign in to leave a comment.

1 comment

0
Avatar

Hello Martin,

There is no such field. You will need to create a link between them:

I hope this helps.

Roland

Roland Pumputis 0 votes
Comment actions Permalink