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melindal3825541
melindal3825541
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  • Here's the text mode for a column you can use in user reports to show future time off Time Off Column. This shows all time off whose end date isn't less then today: displayname=Time Off listdelimiter= listmethod=nested(reservedTimes).lists textmode=true type=iterate valueexpression=IF(...

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  • Here's an example parameter options kickstart for the US states. I set up stub fields for each parameter with one generic choice like Choice 1. Once these are saved you can get the ID for each parameter by adding the ID column to the Field List view on the second tab of custom forms. ID and display ...

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  • The Correct Header is ... DE:Field Name So if my custom field is Awesome Field the column header in the 2nd row is DE:Awesome Field For your convenience (NOT!) don't include any special punctuation in the field name and preferably in the field choices. Also make sure all text in any selection field ...

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  • Yet another thing I do in on-object reports. I have a prompted report for each role/team, then you can select all and assign to each grouping. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@...

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  • Ever since Doug Den Hoed posted the excellent click to edit text mode for reporting: For any object with Custom Forms: Edit Custom Forms in a pop-up window: displayname=Click to Edit linkedname=direct namekey=category.name textmode=true tile.name=component.objectcategories valuefield=customF...

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  • I don't think you can traverse 2 nested lists for the user and all of their job roles. There is a ProjectUserRole object that you can use to see who is assigned to each role in the project. So if a user is assigned to one of their secondary roles it should appear. So there are 3 related collections:...

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  • If you are looking to group by a checkbox field, you can't do that directly. What I usually do is create a field that captures the value of the checkbox field like CheckboxA CheckboxA_ (my notation for a display field) = CheckboxA - This sometimes puts the list items in a different orders if more th...

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  • For billing purposes I need to know how many languages are selected in a field called languages. So if English, French, Spanish is selected in my checkbox I need to know that there are 3 languages. I couldn't figure out a direct way to do this and think I remember a previous conversation about this....

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  • I again use a custom field on a custom form. Mine is a calculated field called Manager Hierarchy. This just uses the Manager's Name so requires no extra maintenance if that is maintained. Here's the calculation: CONCAT(IF(ISBLANK(Manager.Manager.Manager.Manager.Manager Hierarchy),"",CONCAT(Manager.M...

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  • You need to create a calculated field on the project custom form that is attached to all your projects. Replace Custom Field with the name of your field. For existing projects I often replace $$NOW with the {actualCompletionDate} to get the time stamp for completion on completed projects, do a force...

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