Action items related to milestones not related to the parent project

Hello,
In a project i have action items associated to a milestone.
Does anybody know how these action items be automatically related to the parent project as well ?

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Hello @Amaury

Yes, you can make this work in AdaptiveWork!

Just set up a Custom Action that runs when an action item is created or linked to a milestone. This action will automatically link the item to the milestone’s parent project.

You can use a formula like:
AddRelatedItems($ParentProject, $CurrentItem)
or
CreateRelationship($CurrentItem, $ParentProject.Project)

To set it up:

Create the Custom Action on the Action Item object
Set it to trigger when the item is created or when relationships change
Use the milestone’s parent project to create the link

Hello @Archana D,

Thank you for your reply.
I have further questions.
Would it not be best to build a Workflow Rule rather than a custom action ?
Also when building a rule, i’m not sure i know how i can use the formulas you suggest. I have access to actions such as “Edit field” and then i can chose the “related to” field.
This is what i tried in an example below and it seems to be working:

My other issue is that although the rule works when i manually add an action item to a milestone, it does not when the action items are created as part of the project creation:

If it’s easier i can create a new conversation for this.

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