top portfolio in epics

[Magali Landini]

Hello!
I need to fill in the top portfolio field of the rm_epic table, but it wouldn't let me fill in the data.

From what I saw it is a field that autocompletes. I would like to know if anyone knows how it works.

In the pm_project table, when the portfolio is completed, the top portfolio is auto-completed, however this does not happen in the sn_safe_epic table.

I would like to use the top portfolio field in the different tables but I can't figure it out.

Thanks

[BharathChintala · Accepted solution]

@Magali Landini 

Try adding portfolio to epic form so they will select portfolio while creating.

if you want to automate it write a BR if runs only portfolio is empty

in script make sure your criteria is good.

like when epic values is this set this portfolio kind of thing. 

Agile is open module where you can use it independently and also with PPM. 
servicenow wants everyone to use all modules at one place thats why they configured in this way. If you use ppm + agile all applications make sense line investment funding investment portal alignment planner and lot of other things which you can explore.