RELATED IDEAS
Exposing Initiative ID
What is the challenge? |
Reconciling Initiatives with other applications thru use of a unique identified |
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What is the impact? |
Requires use of list reports and drill down as opposed to leveraging the record itself. |
Describe your idea |
Enable the initiative ID to be exposed on the initiative record as it is already stored. |
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ADMIN RESPONSEOct 9, 2025
This is currently possible with custom worksheet fields.
From the initiative page, click the ... button and select "Edit custom layout"
Click Add custom field and choose Worksheet
Name the worksheet
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To automatically pull in the initiative's ID, add row to the worksheet
Click the # icon to change the value format
Select "String"
Then, in the value column, add the following:
self.id
Once you're all set, click Create then and then Save.
Return to the initiative and you'll see the worksheet displays the initiative id:
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