There is a limit to how far apart objects can be to show up properly filtered. I've hit this when trying to put an expense report on portfolios or programs. Since programs/portfolios aren't available on the filter list for expenses you can tell it's not in scope of the expense object. Timesheets hav...

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...

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:...

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...

On the partner call they said the notes should be up today and deployed this evening. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can r...

I'm not sure about top, but to right/left align text I set the conditional formatting for an always true condition like field not is blank or ID not is blank. Then you can use the formatting options under conditional. I then converted to text mode and changed the alignment to top, I didn't notice a ...

Move your sum field behind your name field. The aggregate is showing up in column 1 so is writing over the grouping, I always try to put some long non-Aggregate fields to make room for the grouping. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-68...

I live in Custom Fields to build awesome custom reports for my customers. Major use cases: Displaying specific fields from inaccessible objects in reports, such as the name of the Program Owner on a task or document report. I include a custom form on the project that captures the program information...

I've had this happen in the past on the annual renewal date. Work with your sales and customer success managers to get Finance to fix the problem. I've had the annual renewal date as a issue/alert in the past so that I can log on early and verify functionality. -- Melinda Layten, Senior Consultant W...

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....