Script actions in portfolio rules

Wanting to automate categorisation based on whether the project name contained certain sub-strings I thought I’d take a stab at script actions. (context in Set field values of project (that show up at portfolio level) in template )

As Add "External Actions" to portfolio rules, particularly a Slack integration isn’t a thing yet, I found that I couldn’t create a script at the portfolio rule level.

Hi @Jan-Rienk! Script Actions is now supported in Portfolios, you can find our API documentation here about this feature below:

  1. Script Actions
  2. How to write a Script Action script

I hope this helps! :slight_smile: