That's a Yay from me as well. I keep a text doc in Box with lot's of examples. Every time we create a report that i think is pretty cool, I copy the text mode code to my document for reference. Randy Roberts Zimmerman Advertising LLC

Yay! that worked, thank you. Now if I could put project document and approval info on a task report, that would make my day! Randy Roberts Zimmerman Advertising LLC

Awesome, thanks. I will try using that. Randy Roberts Zimmerman Advertising LLC

@David Taylor - moventus , Thanks for the reply. When we create task reports, we need to know the region and market and manufacturer the client is associated with, but getting company info on a task report is difficult if not impossible. Example: CMPY (Custom form attached to each company) Company: ...

Hi all, We use the "Companies" for our client list. Each company has a custom form attached that has fields like "Region" "Market (DMA)", "Client Code", etc. In each project, We choose a Company as the client when the project is opened. I need to get that Company's "Region" "Market (DMA)", "Client C...

Use the federated ID, and it is case sensitive. It should be FirstLast no spaces. Get the case right and it should log you in with no duplicate. I would just delete the dupes so you can start fresh. Randy Roberts Zimmerman Advertising LLC

I'm looking to do this via API. I can already add companies, projects, documents, etc. via API. I have a dropdown field called "Clients" that I use in a few forms, how would I access that field to populate the dropdown values? I'm looking for a way to pull the existing values via API URL in a browse...

Unfortunately, they never updated this booklet from 2015. All the links for more info are long dead. Randy Roberts ZPA - Zimmerman Advertising LLC

I created a report with the filters as follows: Task>Team ID equals $$USER.teamIDs and Task status not equal Complete You could also use $$USER.homeTeamID if you want a report of not completed tasks assigned to users with the same home team as me. Randy Roberts ZPA - Zimmerman Advertising LLC