Update custom form based on tasks completed

Question

We have a custom form that feeds a report for our stakeholders to know the status of the project. The % complete is not a clear indicator of the phase of our work/the project. Right now updating the status field in the form is manual and not tied to anything. We want to select specific tasks (mile makers) to be tied to the custom for to update the "status" field as they are completed. Is this possible? Alternatively, is there a way to add the "status" field as a column that can be viewed AND updated in the project view? So then, as we complete the mile marker tasks we can also update the status? I was able to add it as a column but am not able to edit while marking a task as complete. Thanks!

Sven-iX · Accepted Answer

Hi @samuelsh3

To your second question first: In WF reporting you can only ever modify attributes of the business object on which the report is based. If it's a task report - you cannot modify project attributes and vice versa.

If the %complete is inadequate try a Milestone View on a project report. You cannot modify the % complete on these if they have subtasks and are set to auto-complete. But the view should give you an adequate sense of project progress AND you can click through to the Milestone tasks or project.

kautuk_sahni · Answer

@samuelsh3 Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

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