You can configure the Project field for a request type on this page. The field allows the user to link a project to a request. This field is presented as a text box with a Search icon next to it and if there is a project linked to the request, the project description is presented as a hyperlink to the project card next to the icon.
During run-time, the current actor of the request will not see a project linked to the request if the option Only visible to members is selected in the General section of the project definition. For more information on the project definition, see Creating and Modifying Projects.
The following describes only the settings specific for the Project field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
Type or select a project as the default project linked to a newly-created request. A user can change the preselected project unless you have disabled the editing of this field for a relevant status of the request in the Edit section.
Note: The default project should be a project that meets the criteria in the Dependency section.
Select this check box to make this field dependent on the Account field of the request type. In a request of this type, the user can select only a project linked to the account selected in the Account field. For more information on the Account field, see Customizing Request Type Fields - Account.
Note: The Account field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Item 1 field of the request type. In a request of this type, the user can select only a project linked to the item selected in the Item 1 field. For more information on the Item 1 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 1 field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Item 2 field of the request type. In a request of this type, the user can select only a project linked to the item selected in the Item 2 field. For more information on the Item 2 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 2 field should be included in the request type definition for this dependency to be effective.
Select this check box and a relationship to make this field dependent on the Person field of the request type based on the selected relationship:
In a request of this type, the user can select a project only if the project meets the selected relationship to the person linked in the request. For more information on the Person field, see Customizing Request Type Fields - Person.
Note: The Person field should be included in the request type definition for this dependency to be effective.
Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only projects matching this statement. Since the SELECT statement queries the project table "PRProject" (aliased as "p"), you can use the table alias in your partial SQL statement for the 'where' clause where applicable.
For example, you want to list only projects with the status "Proposed" under the division with division code "002". The project status codes you can use are P for proposed projects, A for active projects, and C for completed projects. In this case, type p.status = 'P' AND p.division = '002'. The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:
SELECT ... FROM ... WHERE ... IN ... AND (p.status = 'P' AND p.division = '002') ORDER BY ...
Click Show to preview the selection page and the effect of your SQL statement on the selection list.
Note: The preview list displayed when you click Show takes into account only your partial SQL statement regardless of other settings. The selection page may present a different list in an actual request during run-time when other settings, which may include settings in other request fields, are taken into account.