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Auto-populate Program User Data

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JudyZhu
Regular Collector

Auto-populate Program User Data

We have an User Data in financial summary as WBS Code.

 

Then for proposals/projects, we have a field of WBS Code automatically populated by rule with the value in associated financial summary.

 

How to do the same thing for program? We can add a field of WBS Code with Program User Data. But how to automatically populate the value?

 

Judy

4 REPLIES
Avrille
Occasional Contributor

Re: Auto-populate Program User Data

Hi JudyZhu,

 

The projects/proposals are usually associated to a single program only, so what is your WBS Code field dependency in the program level?

 

You may want to try to associate the values in validation level, just specify the token of your dependecy field.

Celil
Esteemed Contributor

Re: Auto-populate Program User Data

Hı Judy,

Can you publish WBS code and what you did before in financial summary ? So we can try to help what you want to do in program
Celil

IT Governance Professional
& PPM Solution Architect
JudyZhu
Regular Collector

Re: Auto-populate Program User Data

Here is what we do for now:

 

1. Add a User Data for WBS code in financial summary

2. Add a field named WBS code in proposal/project and this new field will be automatically populated with the same WBS code  in associated financial summary by rule in Request Type

 

Current request for Program is:

 

Program also has its own financial summary. Customer can input WBS code in the User Data of its financial summary. Our customer wants to have a new non-editable field on program overview page and the value can be also automatically populated with the same value WBS code in associated financial summary.

 

We can add the new field with Program User Data. Current issue is how to automatically populate it with the same value WBS code in associated financial summary. There is no rule for program.

 

Hope I have clarify the whole story.

 

Judy

penoles
Regular Collector

Re: Auto-populate Program User Data

you can write a report to update the field periodly

//Add this to "OnDomLoad" event