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Question

Add Resource to the Team

  • July 25, 2025
  • 1 reply
  • 38 views

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In a request, when I add resources to a person field and I would like them to also be added to the team members panel.

I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!

Thanks in advance

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1 reply

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  • Planview Falcons
  • July 30, 2025

Hello ​@mpjubb 
 

Yes, you can automatically add people from a Person field to the Team Members panel by setting up a Custom Action in AdaptiveWork.

Here’s how to do it:

  • Create a Custom Action with this formula:
    AddTeamMember($PersonField)
    or
    AddTeamMember($CurrentValue)

  • Set it to run when the Person field is updated.