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sydney_peterson
sydney_peterson
Level 3
April 16, 2026
Question

Add a filter to an existing text mode field

  • April 16, 2026
  • 1 reply
  • 10 views

I have a task report where I have a text mode column that is showing the assigned to name of a different task than what I’m reporting on which is why it’s in text mode. 

But as we know with text mode, if the project has more than one task that meets the criteria, it’s going to pull two names into that column. Is it possible to expand on my existing text mode to only show one name in the column based on another field I’m using called “related invoice date” 

 

so for example, my current text mode is: 

 

displayname=Report Writer
listdelimiter=<div>
listmethod=nested(project.tasks).lists
type=iterate
valueexpression=IF({name}='Report Writer Allocation',{assignedTo}.{name})
valueformat=HTML

 

and I want the value expression to be:  if the name contains report writer AND the related invoice date is last year, then show the assigned to name. 

Is this possible? If so, can someone help me with the text mode?

1 reply

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
April 16, 2026

I don’t believe the calculated data expressions filter in that way. They don’t seem to take a lot of the wildcards, so I assume that wildcards like “$$TODAYe-1y” would be a non-starter.

 

Potentially the most you would be able to do is put in something more static. So the valueexpression would end up being “if the name contains report writer, if the year is 2025, then show the assigned to name”

 

It might translate out to: 

IF({name}='Report Writer Allocation',IF(YEAR({DE:yourField})=2025,{assignedTo}.{name}))

 

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