Community Topics

In my instance, we've added a number of Typeahead fields over the years that we've come to regret, mainly because they appear as top-level objects in Reporting tools and confuse everyone trying to build reporting. I can only explain why Project reports show two Portfolio and Program options with com...

I do NOT have fusion, so I'm trying to find a solution that does not utilize fusion.  I have a team of three people that oversee evaluations/observations for another team of trainers in my department. I want them to be able to see a report of which trainers need to be observed, the trainer's manager...

Description -Why is this feature important to you - This has been an ask from long, I understand we can do this via fusion today, but having this provisioned via custom form will be of great help. This will not only help user not to get confused what topic queue option to choose but just by choosing...

Currently breaking down hours or expenses of certain categorisations against a project or task are challenging. Typically an integration needs to be put in place, to pull data aggregate it and write it back, this increases cost, latency and encourages data to be extracted and viewed from outhr solut...

Hey Team!! I am trying to get 2 things set up. First i need to get the start date of this task - "Print | Mail Entry Date", to display on our custom project form (so we can see it in Project Details). I have been trying to learn calculated fields, but i cannot find anything about getting info from a...

Hi,I have a custom radio button field and I want to create a calculated field that tracks the last time and the user who made changes to that field. I was already able to create a calculated field that tracks the last time and the value changes in the field. Thanks to this post - https://experiencel...

I have searched documentation and the community for this answer and I feel like I'm almost there. Here's what I have:We have a request queue with a custom form that asks requestors to propose a price for the listing they want. When the request comes in, someone looks at the proposed price (among oth...

I have a custom form with a dropdown menu (one selection allowed) that I want to report on based on a user's choice. I was told I could create a report on any custom form fields other than radio button. Is this true? It would be nice if it summed each choice by type but I can do that in a spreadshee...

As a Manager of a team of users I would like a way to view the addition or removal of a custom form and by whom on a Job, Project or Request in the Update feed similar to when we track custom form fields.Having a team of 30 people and utilizing many different custom forms for specific jobs it is hel...

I had a coworker create a custom form that they needed me to create a request queue for. When I set up the request queue, I forgot to attach the proper custom form. Today, I got a message from someone who received a request and they converted it to a project, but data entered into the request custom...

I have a parent task with a filled out custom form, I want the subtasks to inherit the information of the parent task's custom form. How can I make this work? Can simply adding the custom form to each subtask (in the template tasks) enable the values to inherit to each subtask from the parent task? 

I would like to be able to customize the label of a field on each form but keep the back end for reporting.  Similar to how we can customize statuses per group but the 3 letter code can remain the same.  We can then manage the same pick list and back end data but have the label (aka user facing) mak...