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Planview Customer Success Center

Overview Field - workflow & configuration support

What's New?

You can access Overview field in Custom Action forms and other configuration workflows.

Benefits

You can now:

  1. set Overview from custom action input forms
  2. watch for changes on the field content to notify users
  3. copy Overview contents between objects such as from a Request to a Task
  4. copy Overview content to a Note or Discussion Post

How it works

Custom Action Input

Admin users can set up custom action forms with Overview fields from the Configuration screen.

Overview_In_CA.png

Using Overview field content

Update or use the contents of the Overview field in other actions.

Overview_Field_in_config.png