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Risk, Issue, Scope Change field defaults from Project Details

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Scott A. Wood
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Risk, Issue, Scope Change field defaults from Project Details

We are using PPM 7.1 SP8. When a Project Issue is created from the project overview page we would like the fields defaulted from the Project Details? Is this possible? The field in question is in the Request Header and is completely consistent between the two request types.

Thanks,

Scott
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Łukasz Czech
Super Contributor.
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Re: Risk, Issue, Scope Change field defaults from Project Details

Yes, you can do that. We use Rules (Advanced defaults type) for that. You have to reffer to project using [REQ.P.KNTA_MASTER_PROJ_REF] token. See attached examples.

Note that you will have to create 2 rules per field:
- rule event: On creation - for issues created from project summary
- rule event: On field change (Project: field) - for issues created from left menu.

Be careful also for multi-value field - when passing value to non multi-value field you have to handle them as in the second example by extracting one value only.

Best regards
Å ukasz Czech