Using a task field in a project calculated form

you can’t pull task data into a project custom form.

Hi ​@HeatherSc2 

You cannot pull a task custom‑form field (like Project Planning Barriers on a task form) into a project‑level calculated field. Tasks are a child collection of the project, and calculated custom fields cannot traverse collections—they can only reference:

• Fields on the same object, and
• Fields on a single parent object (for example, {project}.{name} on a task form)

They cannot do things like:

{tasks}.{DE:Project Planning Barriers}
{task}.{DE:Project Planning Barriers}

Those patterns simply aren't supported in calculated custom fields, per Workfront's calculated‑field syntax and limitations on collections. https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/calculated-data-expressions https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/customize/custom-forms/design-a-form/add-a-calculated-field

Task custom‑form fields live on the task object and are not available to project‑level calculated fields, because tasks are a collection under the project. There isn't any {task} or {tasks} syntax that will work in a project calculated field.

To use "Project Planning Barriers" at project level you'll need a different pattern, for example:

• keep it in a task or task report (grouped by project), or
• use Fusion / API or a manual process to copy the relevant task value into a dedicated project custom field.

Hi ​@HeatherSc2,

As Skye said, you can’t pull task data into a project custom form.

However, the advice you’ve been given about not being able to pull task custom form values into project level columns isn’t quite correct. This is possible using nested(tasks).lists and might be something you want to explore. . . .

Following your example with a custom field called “Project Planning Barriers”, you could try this text mode in a column on a project report.

displayname=Project Barriers
listdelimiter=<br>
listmethod=nested(tasks).lists
type=iterate
valueexpression=IF(!ISBLANK({DE:Project Planning Barriers}),{DE:Project Planning Barriers},"")
valueformat=HTML

What this text mode will do is loop through all of the tasks on a project and if the custom field “Project Planning Barriers” is not blank, it will output the value. If “Project Planning Barriers” is blank or doesn’t exist, it will output nothing.

Depending on the content within this field and it’s formatting, the output isn’t always pretty. But this might be something you want to try out and see if it works for you.

Best Regards,

Rich.