Valued Contributor.. hemantd18 Valued Contributor..
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Unableto update Asset status from Portfolio View

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We have done some changes to the Portfolio Items view recently i.e. copied the Status field  from the Asset tab to the General Tab (as shwn in the attachment)  The field is able to populate the list of statuses from the Itemized list, however when tried to update/modify nothing happens. The update somehow seems to be failing.  Please help!

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Acclaimed Contributor.. Mark Cullen_1 Acclaimed Contributor..
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Re: Unableto update Asset status from Portfolio View

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Create Status field on amPortfolio, set irrelevance attribute for lAstId > 0, use this new field on tab instead, and create a workflow to monitor this new field and overwrite same on amAsset whenever it changes.

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Acclaimed Contributor.. Mark Cullen_1 Acclaimed Contributor..
Acclaimed Contributor..

Re: Unableto update Asset status from Portfolio View

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You should have been warned about the Status field move.  AM does not like it when fields on one table are used in tabs from another table.  This is why the "Asset" tab is being pulled from asset table through asset link (ie. Asset.PgAstPIGen).

Have you considered what happens to this Status field if non-asset?

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Valued Contributor.. hemantd18 Valued Contributor..
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Re: Unableto update Asset status from Portfolio View

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I understand, but  its a request from the client. I've just copied Status field from Asset tab. Is there a way to accomplish it?

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Acclaimed Contributor.. Mark Cullen_1 Acclaimed Contributor..
Acclaimed Contributor..

Re: Unableto update Asset status from Portfolio View

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Create Status field on amPortfolio, set irrelevance attribute for lAstId > 0, use this new field on tab instead, and create a workflow to monitor this new field and overwrite same on amAsset whenever it changes.

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