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Kurt_Jones
Kurt_Jones
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  • JonathanTh - Not sure if you still needed help on this item but hope this might help.  I had similar situation and needed to use the Custom API Call mod to find the number of tasks with certain words in the names.  Below is how I was able to get it to work in the Custom API Call.  I built my query i...

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  • Feline_Fine, IF you build a filter in your Projects page (Main Menu->Projects) it will become available in the My Projects widget. I think the filter below might get you what you want.  It's asking for assignments on project with me on it, those assignment percent that are not 100% on the project, a...

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  • Vaishnavi,  This is a fairly complex ask, it would be best to get 60mins with an Integration Consultant who can help you design it.  However, I did have an extremely similar scenario I built for exact same 7,14, 21 day notifications to help our marketers get notified when one of their requests is re...

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  • A couple things to note about folder sharing permissions:   If you configure sharing options for a document folder within a template, and then someone creates a project from that template, your sharing configurations don’t transfer to the document folder in the new project. If you configure sharin...

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  • IF you're on the Programs page you can create a unique view with just the columns you need, you can click the heading of Start On to sort from earliest to latest date and open you Gantt view; is this helpful?  This can be exported if needed.  But, yes, there isn't a reporting way of doing this, only...

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  • Following up to close this item out.  I found out you can use the parameter in a typeahead field within a calculated expression.  In the issue I outlined above code would look like the below:   SUM(IF(ISBLANK({DE:Integrated Deliverable 1:name}),0,1),IF(ISBLANK({DE:Integrated Deliverable 2:name}),0,...

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  • Friends, This item has stumped me.  I created a calc field to do a simple sum of if a typeahead field has a project in it or not...a 0 if nothing, a 1 if something in it.  It works correctly when editing the form and choosing something in the typeahead field.  As soon as I save the form the calculat...

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  • Textmode isn't always straight-forward, this may get you what you need:   displayname=Delivery Tasktextmode=truevalueexpression=IF({name}='Communication Deployed - EM', CONCAT({plannedCompletionDate},' - ',{name}),IF({name}='Communication Deployed',CONCAT({plannedCompletionDate},' - ',{name})))value...

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  • sljonas, oh, got it.  If you just want to show the task info try the below with the name of your task   displayname=Delivery Tasktextmode=truevalueexpression=IF({name}='Communication Deployed - EM', CONCAT({plannedCompletionDate},' - ',{name}))valueformat=HTML 

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  • Jaxelle, you can click the Share button on the project and assure that the users that need edit are set to edit permissions for the project.  Users will inherit edit permissions for tasks they are assigned to or if the project template provides permissions to users/groups.  

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