Re: Create Reference between Request and Project (171 Views)
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Advisor
DivyaMurali
Posts: 39
Registered: ‎03-26-2012
Message 1 of 5 (243 Views)

Create Reference between Request and Project

Hi Team,

 

We have a requirement to automatically create reference between a project and a request.

 

The request type has a field 'Project Name', so whenever the request  is created, it should be added as reference to that specific Project. For a Project, there may be n number of requests created.

 

Can anyone suggest me how to so this?

 

Appreciate your response!

 

Thanks & Regards,

Divya

 

 

 

Trusted Contributor
kwood55
Posts: 131
Registered: ‎04-09-2012
Message 2 of 5 (195 Views)

Re: Create Reference between Request and Project

Projects automatically created from a Proposal do create a reference back to the proposal.

Projects have a references tab.

 

If you are manually creating Projects you can create a reference back to a proposal.

The reference will be in the Project's references tab.

 

Advisor
DivyaMurali
Posts: 39
Registered: ‎03-26-2012
Message 3 of 5 (186 Views)

Re: Create Reference between Request and Project

Thanks for the reply!

 

Please note that the request type is not Proposal. We have a separate request type to track the status of Projects every month.

 

While creating the request, the user has to select the Project Name. Once Project name is given, all project related fields will be auto populated in the request and additional data can be entered by users.

 

So, whenever the request is created, based on the selected Project name, the request should be automatically added as reference to that specific project.

 

Please advice if this can be done in PPM. Else, I would like to know if there is any other option to link the Project and the

request.

 

Thanks & Regards,

Divya

Trusted Contributor
kwood55
Posts: 131
Registered: ‎04-09-2012
Message 4 of 5 (181 Views)

Re: Create Reference between Request and Project

The reference section for a "request" type is manual.

I looked for a special command for an automatic reference but could not find one.

 

One thing you could do:

- If you have your own data source and portlet for this "request" type.

- When you list this type in your portlet you could display a drill-down link to the project

Honored Contributor
Utkarsh_Mishra
Posts: 713
Registered: ‎07-13-2010
Message 5 of 5 (171 Views)

Re: Create Reference between Request and Project

If you want to do it via DB then just insert the appropriate row in "knta_references" table.

Cheers..
Utkarsh Mishra

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