Project Workspace

[Akif Shah]

On a project workspace, is there anyway to populate a field value from one of the projects related records?
For example: If i would like to populate the "Executive Summary" of the project status report, is there a way to script to the PM Home page card to populate it's value?

Currently i have the content value of the 'PM Home Page Card' set as 

[{"type": "rec", "table": "project_status", "condition": "project=#"}]

which populates as "No Executive Summary". if I change it to  [{"type": "agg", "table": "project_status", "condition": "project=#"}], then this populated the number of records on the Project status table for the current project.

Would population of such a field value (executive_summary) be possible on Project Workspace?

[Harsha Lanka · Accepted solution]

Hi Akifshah,

Yes there is a way you can configure to display 'executive_summary' in project workspace cards. But it needs you to modify the OOB code in script include.

However, Ideally one project can have multiple status reports and executive_summary is a html content field, it may have lot of lines in it as a content. It is not recommended to use such type of fields in project workspace card.

Thanks,
Harsha Lanka

[Alex Pandian1]

May i know the script include name?