How to use a 'Portfolio Project Link' as Evaluation Criteria

Question

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio.  I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.  I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link.  e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'.   I’ve tried other Work Item-to-Work Item links without success.  Is a custom field on the project the way to go?  Should Reporting and KPIs be driven off of the toggle as well?

Archana D · Answer

Hi ​@John CondonThe most reliable way to control Custom Action visibility based on Portfolio association is to use aCustom Field (relation summary type)on theProjectobject that pulls in thePortfolio ID. You can then reference this field in your Custom Action’s visibility rules.This approach is recommended because:Portfolio details aren’t directly accessible from the Project object in the current architectureA custom field provides a stable and maintainable way to reference the PortfolioIt ensures consistent behavior and is easier to troubleshootIt works well for both visibility logic and reporting/KPIsJust to clarify: using GetLink('PortfolioProjectLink').Portfolio.ID won’t work in the Project module to filter by Portfolio. That method isn’t supported for visibility rules in this context, which is why the custom field approach is preferred.

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