We realized today after linking a task across multiple projects that our City & State field is not a global field, but instead unique to each project.
As a result, duplication of the same City & State field will appear (Multi-homing) after we link the projects together.
I would like to update the City & State field into a Global Field. However, is there an easy way to make this change across multiple projects at once without having to delete the existing city & state field and then re-enter the global city & state field for every single task under every project?
That would’ve been a nightmare given how much data I will need to re-enter.
It would be nice if I can automatically convert the fields into the same global field for multiple project at once.
There isn’t an automated solution for this, but with sorting (grouping) by this field, and using multi-select to update 50 items at a time, and using advanced search (or possibly going project-by-project, it can be speeded up quite a bit. When I do this I use those approaches, and then can do one action for each city/state combination only, often.
Can you add some color regarding the “Multi-select / advance search” solution?
Given that each task has a different City & State, I cannot update them using multi-select, as the fields will be updated into the same input all at once. See screenshot below.
First, I didn’t mean to use the Edit Fields menu item that you’re showing. I meant instead to see columns for both the old valued custom field and the new not-yet-valued custom field, sort by the old value, multi-select a matching set of them (up to 50) and change them with direct manipulation (see the outlines below):
I updated the screenshot because I had failed to capture the highlight around the two selected cells–those cells that would all change at once upon change to any single one in the set.
