I was trying to set the Project Custom Field value with in workflow using the workflow action “Set Project Field”. Below is the screenshot

 

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However, the workflow was unable to set value for project status custom field. After doing further research, I found that project needs to be checked-in to update the project custom fields values from workflow. To resolve this we need to make sure the stage in which we want to update the custom field should have “Project Check in Required” option selected. Below are the steps to enable this option.

  1. Open Server Settings Page
  2. Click on Workflow Stages.
  3. Open the Workflow Stage
  4. Select the “Project Check in Required” check box and save the changes.

 

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