How to pull in request reference number in a task report? | Community
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Level 2
May 7, 2026
Solved

How to pull in request reference number in a task report?

  • May 7, 2026
  • 1 reply
  • 13 views

Hi everyone - I’m building a task report for my team. Most of the fields I am referencing are related to the project and task however there are a few fields I need to reference from the converted request. I haven’t been able to figure out how to pull in the converted request reference number. The best I can do is the request name. I tried to see if I could pull it in by tweaking text mode but I’m still learning and don’t really know what I’m doing.  Any assitance or guidance is appreciated. 

    Best answer by ninoskuflic

    Hi ​@DanaLa3, assuming you have converted a request to a project and now you wanna show that request reference number on a task based report - you can use this text mode to achieve that. 😀

     

    displayname=Reference Number
    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    querysort=project:convertedOpTask:referenceNumber
    valuefield=project:convertedOpTask:referenceNumber
    valueformat=HTML

     

    1 reply

    ninoskuflic
    ninoskuflicAccepted solution
    Level 4
    May 7, 2026

    Hi ​@DanaLa3, assuming you have converted a request to a project and now you wanna show that request reference number on a task based report - you can use this text mode to achieve that. 😀

     

    displayname=Reference Number
    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    querysort=project:convertedOpTask:referenceNumber
    valuefield=project:convertedOpTask:referenceNumber
    valueformat=HTML

     

    If this solved your issue, please mark it as solved so others can find the solution faster.
    DanaLa3Author
    Level 2
    May 7, 2026

    Thank you so much. That worked perfectly. One day I will understand text mode codee. 

    ninoskuflic
    Level 4
    May 7, 2026

    You’re very welcome! Happy to help. 🤠

    If this solved your issue, please mark it as solved so others can find the solution faster.