Duplicate custom field values from project > task (custom item type)

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Andrea Fazio

We use Task type Custom Items to represent deployment in a marketing calendar, so within a Project for an email, as an example, we'll have an Email Custom Item Type set for the date of deployment. Only Email Custom Item Types get pulled into a Marketing Calendar. 

I'd like to put in some custom fields that duplicate from the project level into the task level, so if it's marked as a promo email, going out to customers in a particular region, etc, we would put that in the project level for everyone working on the project to have visibility, but would also love to see it at the task level for a quick glance when scrolling through the calendar. Any ideas on automation for that?

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Mike Fank

Andrea Fazio - Here's a product feedback post that's discussing a similar concept, getting custom fields to flow between tasks and subtasks. I think the short answer is it isn't currently possible to automate the linking or distribution of custom field data. However, if you use the table view you can copy and paste (or click and drag) to fill in the custom fields. 

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Juan

Hi Mike Fank, thank you very much for your comment! Andrea Fazio, welcome to the Community 👋 As Mike points out, this option is currently not available but our Product Team is interested in implementing the idea. We will keep you informed in case there are any changes regarding this feature 👍
 
In case you need to copy values from the parent item to its subitems, you can drag the relevant values in the New Table View, as mentioned by Mike.
 
  
 
Also, you have the option to roll up your custom fields data, although this works the other way around: the values of the subitems are added to their parent items.
 
Lastly, I'd also like to mention that you can check our New to Community forum to discover all the resources you can find in our Community 🙂
 
If you have any other questions, please let us know!
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Sarah Jones

@... are there any updates to this? I would also like to be able to have an automation that copies parent custom fields down to subitems. 

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Juan

Hi Sarah Jones, welcome to the Community! Thank you for chiming in; I'm afraid that we don't have updates about this suggestion at the moment. We will keep you informed if anything changes 👍

Also, please allow me to suggest that you explore our New to Community forum  to uncover all the available resources within our Community 🙂

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