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M
MichaelPe1
Level 5
June 24, 2021
Question

How to get a task custom field to display on a project report?

  • June 24, 2021
  • 6 replies
  • 1288 views

I have a task report that has a column for a custom field that we attach to tasks.

displayname=

linkedname=direct

namekey=Medical Notes

querysort=DE:Medical Notes

valuefield=Medical Notes

valueformat=customDataLabelsAsString

We also have a project report that is used by the team and I need to add a column on that report that displays these notes.

I'm striking out with every combination I try. Any ideas?

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6 replies

SamanthaIsin
SamanthaIsin
Level 7
June 24, 2021

I tried several things as well with no luck. Could it be that you can't report on this because 1 project could have many different tasks and all of those tasks could have different information that's all trying to relay into one cell in your report?

imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
June 24, 2021

Hi - because you have a many to one relationship with projects and tasks, you have to do a collection in your project report. Here is the info on Workfront One for collections: https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Freference-collections-report.html&_LANG=en

Based on what you have, I'm thinking your code would be the below.

valueformat=customDataLabelAsString

textmode=true

type=iterate

listdelimiter=<br>

displayname=Medical Notes

listmethod=nested(task).lists

valuefield=Medical Notes

Try that out. :)

    M
    MichaelPe1Author
    Level 5
    June 24, 2021

    Not working 😕

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    June 24, 2021

    Hmm... try this then with the CONCAT

    displayname=Medical Notes

    listdelimiter=<br>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression=CONCAT({DE:Medical Notes})

    valueformat=HTML

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