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Risk to Issue Custom Action

J
Platinum Innovator

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated.

 

Best answer by Limori

Hi Jess

You would need to go to the configuration where you’re reverse referencing the risk (it’s probably a custom field of type ‘Reference to Object’).

Open it up and look at how the ‘reverse reference’ is labeled… it is probably currently set as “Issue Record”…. you can adjust the label.

In the below example I created a task that refers back to a Work Item, whereby the Revers Reference is labeled as ‘Action Item’ in this case

I hope that helps.

Limor

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Limori
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  • Limori
  • Planview Falcons
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  • May 8, 2024

Hi Jess

You would need to go to the configuration where you’re reverse referencing the risk (it’s probably a custom field of type ‘Reference to Object’).

Open it up and look at how the ‘reverse reference’ is labeled… it is probably currently set as “Issue Record”…. you can adjust the label.

In the below example I created a task that refers back to a Work Item, whereby the Revers Reference is labeled as ‘Action Item’ in this case

I hope that helps.

Limor

Limor Schmitz
J
1 person likes this
  • J
    JessO
J
Platinum Innovator
  • JessO
  • Author
  • 26 replies
  • May 8, 2024

Hi Limor, thank you for your reply. I’ll check the field and hopefully that’ll fix it. 

Regards

Jess

A
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  • athena.smith
  • Silver Active Participant
  • 3 replies
  • August 7, 2024

@JessO - I’m trying to set up a similar custom action and cannot figure out how to add the reference to the associated records (original risk and project). Any tips on how to achieve this?

mikayla.martin
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  • mikayla.martin
    mikayla.martin
mikayla.martin
Planview Partner
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Hi @athena.smith, 

I am happy to help!

When building a Custom Action that runs on a Risk to create a new Issue, you would start action 1 to create the new Issue: 

 

Then from here, you want to link the NEW ISSUE to the same Work Item as the Risk. You will use a New Item action and under links use ‘Related Work’: 

NewObject1 = the new Issue I created in Step 1

PlannedFor (API name for the field “Resolved In”) = is a field on the current Risk (the CA is being run on) that references the work item it’s assigned to. 

 

 

In order for the Issue to reference the original Risk, you will build a reverse reference field which is explained in the comments above. 

Hope this helps!
Mikayla

Kolme Group | Delivering AdaptiveWork Excellence
A
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  • athena.smith
  • Silver Active Participant
  • 3 replies
  • August 7, 2024

@mikayla.martin - This worked! Thank you so much for the help! 

mikayla.martin
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  • mikayla.martin
    mikayla.martin

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