I have checked previous topics but nothing seemed to work.
Has anyone found a way to set custom_field value for portfolios in portfolios e.g., setting the custom_field for Portfolio_A shown in All_Portfolios?
All_Portfolios → [Portfolio_A, (…), Portfolio_N] → [Project_A, (…), Project_N]
There has to be a way to do this, please.
I am a bit confused by your question. Custom fields are defined at the portfolio level, but you set a value for a specific project. So if I understand correctly, you want to define the value of a field for a specific project and see that value in all portfolios?
Thanks for clarifying.
consider the following example:
How would I put the “hello_world” text for “Portfolio_A” in the portfolio “All_Portfolios”?
This only seems to be possible for projects in portfolios.
Yes, projects get custom fields when they are added to a portfolio. They can’t have fields otherwise, just like a single task can’t have custom fields.
Why is it possible to set the custom_fields for Portfolio_A via UI then (as shown in the screenshot) as well as possible to get the custom_field values for the Portfolio_A via API?
You are correct, portfolios can have custom fields set on them, and while it’s not documented, one can get those values (more on that in this forum thread).
While I didn’t try it, I thought it might also be possible to set those custom field values. Did you try that, using an equivalent syntax as one uses to set the custom field value on a task or project?