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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?

Hi ​@John Condon 

The most reliable way to control Custom Action visibility based on Portfolio association is to use a Custom Field (relation summary type) on the Project object that pulls in the Portfolio 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 architecture
  • A custom field provides a stable and maintainable way to reference the Portfolio
  • It ensures consistent behavior and is easier to troubleshoot
  • It works well for both visibility logic and reporting/KPIs
     

Just 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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