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 ?
Hello
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, $CurrentItem)
orCreateRelationship($CurrentItem, $ParentProject.Project)
To set it up:
-
Create the Custom Action on the Action Item object
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Set it to trigger when the item is created or when relationships change
-
Use the milestone’s parent project to create the link
Hello
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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