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ThomasNe2
Level 4
October 29, 2024
Question

Text Mode for an Issue Field into a Task Report

  • October 29, 2024
  • 3 replies
  • 1311 views

I wonder if someone can help me with some text mode.

One of my teams uses an Issue Report to track incoming work. They add notes to a column in that Report titled Sportsbook Content Notes.

Later on in the process these Issues are converted into Projects and the team have a Task within that Project. They then look at a Task Report to track their work. 

Is there some text mode that would allow me to pull the field from the Issue Report into the Task Report even if the Custom Field is not attached to any of the Objects? Or would it need to appear in a Custom Form somewhere?

Thanks in advance!

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    3 replies

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    October 29, 2024

    You should be able to use something like this:

    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    namekeyargkey.1=convertedOpTaskName
    querysort=project:convertedOpTaskName
    valuefield=DE:project:convertedOpTask:YourNotesFieldName
    valueformat=HTML

      Srinija_N
      Srinija_N
      Level 7
      October 30, 2024

      Hi @thomasne2 

       

      Below is the accepted solution by me for a different question like this.

      You can adjust your field name in the place of 'Primary Contact' as required.

      text mode to pull issue field into a task report:

       

      displayname=Primary Contact
      linkedname=convertedOpTask
      namekey=Submission Primary Contact
      namekeyargkey.0=convertedOpTask
      namekeyargkey.1=owner:name
      querysort=convertedOpTask:owner:name
      textmode=true
      valuefield=convertedOpTask:owner:name
      valueformat=HTML

      T
      ThomasNe2Author
      Level 4
      October 30, 2024

      Thanks for this - the Column has added with the same name but the content of the field is not displaying in the Task report.

        Srinija_N
        Srinija_N
        Level 7
        October 30, 2024

        Try this way:

        linkedname=project
        namekey=Project Issue Field_Name
        namekeyargkey.0=project
        namekeyargkey.1=convertedOpTask

        namekeyargkey.2=Field_Name
        querysort=project:convertedOpTask:Field_Name
        valuefield=project:convertedOpTask:filed_name
        valueformat=HTML

        textmode=true

         

        If this doesnt work, Can you share the text mode you are trying so that we can try analysis it?

        Srinija_N
        Srinija_N
        Level 7
        October 30, 2024

        Hi @thomasne2 

         

        Below text mode worked for me:

         

        displayname=Sportsbook Content Notes
        linkedname=project
        namekey=Project Issue Sportsbook Content Notes
        namekeyargkey.0=project
        namekeyargkey.1=convertedOpTask
        namekeyargkey.2=DE:Sportsbook Content Notes
        querysort=DE:project:convertedOpTask:Sportsbook Content Notes
        textmode=true
        valuefield=DE:project:convertedOpTask:Sportsbook Content Notes
        valueformat=HTML

         

        steps I followed:

        1. created a form with custom field 'Sportsbook Content Notes' as a paragraph field

        2. submitted a request and converted it to project

        3. added few tasks on the converted project

        4. pulled a task report with above text mode to get the issue field.

         

        Attaching screenshots as well.

         

        Hope this resolves your issue!

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