Hi Asana Forum,
I’m trying to set up a Change Request process for my Portfolio. I created a new Project in the portfolio called Change Requests and set up a workflow process to handle them.
I have created a Form for people to submit change requests, but Ideally the form would have a drop-down multi-select for my team to select the Project Name that they are working on.
I can’t find a way to link a field on my form to Project Name. Or to do any complex field linking really. Is there some secret way of doing this that I’ve missed?
Welcome to the forum!
I think the linking from the form might work on single-select, I need to test that. Were you able to link other fields from the form to the custom fields in the project?
Rashad
Hi Rashad. I’m not sure that I understand your question.
The background is that I have a portfolio with 16 projects, plus the new “Change Request” project.
When the person fills out the Form, which sits in the “Change Request” project, I want them to tell me which of the 16 projects in the portfolio they are referencing. I think my problem is that Forms only give you access to the fields of the project where the Form exists? And not fields at “Portfolio Level” (ie the project name of another project)? It’s possible that I’m stretching Asana in ways that it’s not expecting to go.
However, setting up a Change Request process must surely have been done before - especially when working with Portfolios, in a formal Project Management methology?
Apologies for the confusion. Your further explanation helps.
What you can do is create a custom field called Project Name in your change project.
Add all the 16 names to the custom field.
In the form, add a question ’ please indicate which project you wish the change to happen’ and in link this question to the custom field you created.
This way, the submitter can choose the project name from the list you are providing. This will hopefully help you achieve your objective.
If you have additional custom fields in each project that are specific to one project, what I have done in this scenario, is the intake project / or change project as you called it, would have all the custom fields from all the other projects in it. The form you create can be linked to any of those fields, and then multi homing feature would allow you to move the task to another project with the fields already populated. Hope this makes sense.
Rashad
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