Hi WF Community - hoping for some help here. I am looking for a way to create a report with project level information but i need it to filter based on a specific task within the project that is not in a complete status. So all projects with task name X where the status of the task is New or In Prog...

Hi Anthony - figured it out - thanks for the help. I ended up removing the data from column two completely which was the last name information - using your value expression above and re-sharing columns - all looks good!

Thanks Anthony - i cleaned up the font line - the   worked too but I added the CONCAT line column 1 with the HTML format - it removes the first name - it doesn't CONCAT it with the last name. I tried it in the column 2 also - and it removed the last name there. - It doesn't seem want to grab b...

We have some custom functionality for a CRM in Compass that houses Customer information, contact info, address info into programs (we use programs as our customer records) - these fields are split as part of that functionality so we can sort - first to last or last to first for other reasons.

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Hi there - I have a report that is displaying fine in Classic but as soon as I convert to NWE - the two fields that had a space between them in a shared column in Classic do not have a space between them in NWE. I cannot figure out what to edit in the text mode to add a space between the two fields...

Hi,I see that we can control the info populating in both the Home and summary sections of tasks, issues/requests via layout templates - but wondering if i can pull in a clickable link to the custom forms aligned to those items - so that users using the summary can see the custom forms associated to ...

Hi Doug,I used your suggestion and it works great! - I did have a problem with the IFIN({program}.{name},"company"...... Although the documentation in WF ONE shows the curly brackets around those first pieces. I had to remove them and used Program.Name instead and it worked finally after a bit of ...

Correct - what I am trying to figure out is how can a custom form that resides on a project that as a default of Yes correctly indicated for 90% of our projects - but the 10% aligned to 7 customers/programs - need that custom from to default to no. And still be editable in a report to either yes or...