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NaushinWa
Level 3
August 24, 2020
Question

How do I make a field editable in a report?

Hi, I have received a request for a Hot-sheet style report with the following fields: Project Name | Task Name | Assigned to User | Planned Start Date | Planned End Date | Project Status | Task Status | Notes

The requirement is to make the Notes field editable so that the PM can enter updates or notes for the task item. How do I do that in the form of a report? I tried google for this and I didn't get anywhere. Any help you can provide will be greatly appreciated.

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    2 replies

    TealeMcCleaf
    Level 6
    August 24, 2020

    Hi Naushin,

    Assuming you're referring to the Updates field, it's not possible to make it editable in a report. The field captures all system updates so that excludes it from being editable in reports. For that reason, we create custom fields like Status Summary and Notes & Comments and place those in reports for users to be able to provide live updates.

    Hope this helps,

    Teale

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    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    August 25, 2020

    Hi Naushin,

    For comparison, I invite you to consider our Hot Sheet solution, which includes active links to ooen each task (on the updates tab, if desired).

    Regards,

    Doug

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    Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.
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