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AidanGr
AidanGr
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  • you don't need a text mode filter for that. Just create a normal filter, select the Account Manager field, and isblank. You can search for the Account Manager field, but it's also on the object type of the custom form (i.e. project if it's a project custom form). I've done this myself with lots of o...

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  • I have found, and confirmed, elsewhere that you can't use custom columns in a filter or grouping. So - not possible right now. Aidan Grey Tri-State

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  • Thanks Vic – that's about what I was coming to as well. I even tried replicating the valueexpression as part of a filter spec, but no go. It's a bummer. I'll check and see if using a custom form will do what I need – that may work well enough, for this particular need. Appreciate your help nonethele...

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  • Oh, oops! No, you're not missing anything - I just picked a value from a similar calculated field that's not actually in this one. That's on me. Let's see if I can get this to work via email – the calculated column (NOT on a custom form, just in the report, as it needs to be dynamic) is called...

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  • Thanks Vic. Unfortunately, that doesn't work (for some reason, I can't upload a screenshot). Basically, Task Status is not an option in the filter drop downs. I am guessing I will need to create a filter in textmode, but don't know how to refer to my calculated column. Here's my calculated column te...

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  • I created a custom status column for our tasks (Overdue, Missing, In Progress, etc.). In a report, I now need to filter by just the tasks that have a specific value from that custom column (just the Missing tasks, for example). Is it possible to do that? If so, how? Thanks, Aidan Aidan Grey Tri-Stat...

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  • Did you ever figure out how to do this? Aidan Grey Tri-State

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  • And here's what worked in the end: displayname=Initiation listdelimiter= listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({milestone}.{ID}="5d8d3bab00ee1f784cac358dfe7c26ab",{percentComplete},"") valueformat=asPercent Aidan Grey Tri-State

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  • Thanks Narayan - that looks like it might help me figure iot out better! I'll post my results if I can figure it out. Aidan Grey Tri-State

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  • Thanks Skye - I'll see if I can figure it out. Aidan Grey Tri-State

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