Help, need text mode from custom form report to pull project, tasks and all custom form names attached to each task | Community
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Level 2
October 19, 2025
Solved

Help, need text mode from custom form report to pull project, tasks and all custom form names attached to each task

  • October 19, 2025
  • 2 replies
  • 318 views

I have tried for a few days and cannot figure this out.  I tried via a project, task and custom form report unsuccessful.  I entered a support ticket and was told to use a custom form report but can't figure it out and waiting for support.

 

Anybody willing to share text mode from custom form report to pull project, tasks and all custom form names attached to each task.  The goal is to see on a project, the names of all/each of the custom forms attached to each one.

 

Very appreciated in advance!

David

Best answer by HLambert

Here you go! 

displayname=Custom Forms

linkedname=category

listdelimiter=<div>

listmethod=nested(objectCategories).lists

namekey=view.relatedcolumn

namekeyargkey.0=category

namekeyargkey.1=name

querysort=category:name

textmode=true

type=iterate

valueexpression={category}.{name}

valueformat=HTML

 

 

 

2 replies

ChrisMa39
Level 1
October 21, 2025

This should be easy enough with a Task report grouped by Project. You can then add a column into the report using Category>Name, that should then display in that column the name of the Custom form attached to each task. Please note it may only showing the first form in the list if you have multiple forms attached. 

DavidKr9Author
Level 2
October 21, 2025

Thanks Chris.  Tried and the problem is the latter you mentioned as I only get the 1st form and need to get all attached to a task 😞

HLambertAccepted solution
October 21, 2025

Here you go! 

displayname=Custom Forms

linkedname=category

listdelimiter=<div>

listmethod=nested(objectCategories).lists

namekey=view.relatedcolumn

namekeyargkey.0=category

namekeyargkey.1=name

querysort=category:name

textmode=true

type=iterate

valueexpression={category}.{name}

valueformat=HTML

 

 

 

DavidKr9Author
Level 2
October 21, 2025

Thank you as that did the trick on a task report!!!