[CLOSED] - Allow auto-populate of names within Custom Form | Community
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Level 9
Mar 13, 2017 4:30 PM UTC
Archived

[CLOSED] - Allow auto-populate of names within Custom Form

This post has been closed as a duplicate. All votes have been moved to the original: Pull Users into Custom Forms

Allow auto-populate of names within Custom Form feature (instead of having to type everyone’s name within a drop down selection).

5 replies

May 23, 2018 9:38 PM UTC

I'd like it to have the ability to reference any Object > Name!! Could be user name, project name, program name, the list continues... :)

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Level 2
Mar 27, 2018 4:05 PM UTC

Thanks for submitting this Susan! I'd like to put a spin on the idea and ask WF to have this functionality available on both Resources AND Project IDs. This functionality would be great if I could create a custom attribute on the project to track up/downstream impacted projects and the drop down list would only return active project IDs. Today, with this functionality not available, users have to manually enter in the ID and we have to cross our fingers that they enter the ID correctly.

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Level 10
Sep 13, 2017 1:56 PM UTC

Susan Pfeil, I'm looking for exactly the same thing! Having people enter names in as text will introduce too many errors and too many variants of the same name (take your name for example, it could be entered as "Susan", "Sue", "Sue P", "Sue Pfeil", or even "Susan File")

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New Participant
Jun 6, 2017 7:08 PM UTC

We would like "Auto Populate Custom Fields", Custom Form fields should be dynamic like the existing fields for 'Primary Contact' or 'Assignments'. Currently if a project has a custom form in a task, the custom form fields are open text and do not auto populate, even when the information being requested is already captured in the system.

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imgrund
Employee
May 25, 2017 2:51 PM UTC

I think this is the same thing, but having a "people" field option in the custom form that links back to our user database. So I could call the field Art Director and it is linked to an actual person's ID.

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