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Associate a project with an event

Hi,

I find I'm drawn to the Calendar to add events - not surprising as this is where I can see everything else going on.

When I create an event from here though I can't relate it to a project. This seems like a drop off to me - I just want to quickly add an event and most likely it's associated to a project (for me at least).

Many thanks

Richard.

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Comments

4 comments
  • Hi, we have a new type of custom field type available, called Lookup Relationship. You can use it to set up a connection between Events and Projects.

    Here is a help article on how to set up custom fields: https://support.insight.ly/hc/en-us/articles/204061084-How-to-create-a-custom-field

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  • But I can't seem to create custom fields for Events - which is a massive drop off in my opinion. 

    I'd love to create a custom field to show whether an event had been invoiced or not, and then I can do a simple search to see what recent work needs invoicing.

    Unless I'm missing something (I go to the new settings and select the Event Object, and create new custom field isn't an option)

    R

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  • Hello Richard,

     

    Let's see if I can help clarify Maria's comment.

    The new custom field type that is mentioned above can be found in Object Fields for Projects. If you go to Object Fields for Projects and click on "New Field" you'll be able to select the new field called "Lookup Relationship." Which will allow you to create a "Related To" field for Events. Here's a screenshot:

    The reason you see "Events" in Object and Fields is that you have the ability to adjust the "Page Layouts" now. 

    Hope that helps clarify! 

     

     

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  • But this is creating the relationship from the wrong end of things. My original statement was that I want to create an event within the Calendar view and at that point relate it to a project.

    I want to be able to create the relationship at the point of creating the event in the Calendar view.

    My projects will have related events of 1 up to about 60 or 70. The related field you describe doesn't really help - a) it's the wrong end of things (and merely putting one instance of a related Event on page that by going to the Activity tab I can see all that related anyway)

    b) I would need to created 60 custom fields to allow for the maximum number of events - not really practical!

    Why can't we have custom fields for Events anyway (where this related lookup you describe would work) - and there are many more things I'd have as custom fields on an Event.

    Richard.

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