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Level 2
June 11, 2024
Question

Auto populate fields across different projects

How can I auto-populate fields across different projects in workfront?

 Let say if there are two project name A and B, Once user fill any details in project A fields, Project B fields should also be automatically updated with same data. Any suggestions would be higly appreciated. TIA.

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4 replies

MoniqueEvans
New Participant
June 13, 2024

Aside from Program level forms or Fusion as the others have suggested. The other idea that comes to mind is copying the project. If Project A is created and filled out, you could copy it to create Project B. There are checkboxes when copying projects to exclude the tasks or progress if you need to apply a different template.

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AlyssaMorin
Level 2
June 11, 2024

You could have the user fill out the information at the program level and then use calculated fields to capture this data across all projects in that program.

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KellieGardner
New Participant
June 11, 2024

@himanshu4 - This wouldn't be possible through any native functionality. You could accomplish this through an integration (such as Fusion). 

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Himanshu4Author
Level 2
June 11, 2024

@kelliegardner  Thank you so much for the suggestion.

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