Hi WF Community, Does anyone know of a way where I can filter a task report based on portfolio level field data? I have a custom field on the Portfolio object called 'Canadian Portfolio', and I want to segment a task report based on this field, but not sure how to do that. Thanks. Nick Nick Valerio...

Hi WF Community, We have a custom form on the Task object for Invoicing. I want to run a report based on the following, and curious how to best do this: - Show a list of projects that haven't been invoiced; therefore there is no invoice form on ANY/ALL of the tasks in said projects Thanks. Nick Nic...

Thanks for the link and additional info, Narayan. Nick Valeriote

Thanks, William! Nick Valeriote

Hi WF Community, We have a Task report with a prompt for portfolio id. We were thinking of setting up a dashboard for this report, and then including the dashboard as a custom tab at the portfolio level, via a layout template. It all works as described above; however, I'm wondering if I can have th...

Barry B. for the win! Thanks, this worked. Nick Valeriote

Thanks, Kirsten! That'll due the trick for what we need. Nick Valeriote

Thanks, Katherine! Interesting idea with hiding text. Nick Valeriote

Hi Kirsten. Thanks for the touch base. Sorry, my request might be a bit confusing. I don't have the conditional formatting set up yet. I guess as long as I can find a way to add it to the report, it will show up in the dashboard. I'm just not sure what text mode string to add to the report in order ...

Thanks for your posted response, above, Barry. I tried adding your text string to text mode for a report Grouping, but it doesn"t seem to be working. I"m grouping my task report by assigned to and then by planned completion date (named "Due" in my grouping). I"d like the sub-grouping for Planned...