source the project task on the work order header f...
# ask-stanley-ai
n
source the project task on the work order header from a custom field on the header
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AI generated answer (using internal Slack threads):
To source the project task on the work order header from a custom field on the header, you would need to create a custom field on the work order header and use a source formula to pull the data from the project task. Here's a step-by-step guide: 1. Navigate to the custom field record on the work order header. 2. In the 'Source List' field, select 'Project Task'. 3. In the 'Source From' field, select the custom field on the project task that you want to source from. 4. Save the changes. This will allow the custom field on the work order header to automatically pull data from the specified custom field on the project task. However, if the data you need to source is more than two levels deep (for example, if you need to source data from a custom field on the customer record related to the project task), you may need to create an intermediate custom field on the project record to source the data first, and then source from this intermediate field on the work order header. Please note that this solution assumes that you have the necessary permissions to modify custom fields and that the data you want to source is accessible via the project task record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841584444
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817595661
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8122
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