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AlisonAn1
AlisonAn1
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  • I have a task report that pulls in information from the project level. My issue is I can't inline edit the project fields on this report. Is there anyway around this? Anyone know the reason why this is locked down even though I have access to edit the project custom form? Thanks!

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  • Is there a way to add a custom form to an object by default? I have Project Level custom forms attached to templates, but I am looking to have a Task or Expense custom form automatically added when a task/expense is added to a project. Any ideas? Thanks!

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  • False Alarm! I had a lightbulb moment when I was almost out the door! This finally ended up working IF(Launched Recurring Benefit Date>$$TODAY,0, IF(ISBLANK(Launched Recurring Benefit Date),0,Recurring Benefit)) Whew...now I can sleep tonight...

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  • David- This won't help your volume issue but when I have reports created specifically for dashboards, I create a folder for the dashboard specific reports. That way I know they are being used on a dashboard. I title them something like "HR Department Dashboard Reports". Just to add a little clarity ...

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  • Hi all, I am trying to create a custom calulated field that needs to meet 2 conditions before returing a result. It is referencing a date field and I want a True result only if the date is less than Today and Not Blank. So far I've been unsuccessful. I originially had it as below, but apparently t...

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  • We have a project level custom field for our weekly project updates so that it can be edited in-line. It has been a big end-user satisfier because they can update many projects from one screen and don't have to click into each project.

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  • Thanks to some Community help I was able to get a custom icon on an Executive report. Unfortunately, when that report is exported, the link to the icon shows not the actual icon. Is there something I can change in the Text Mode that will show the icon instead? Thanks!

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  • Does anyone use the reminder notifications to alert users they have an open timesheet that is past due? If yes, do you use the default system email or did you create your own template? Is there any way to preview the system or custom email before you roll it out. As always, thank you for your help...

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  • Ok new issue! I was able to get the icon to show on the report, but when I export the report to PDF the icon doesn't show. Instead the link to the icon document shows. Any way to get the icon to show on the PDF export too?

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  • Hi all- Just wondering if anyone uses the Project Fixed Start Date and Fixed End Date. I stumbled across them today in the Business Case and can't seem to find any Help articles about them. If you use them, in what way do you use them. Do they impact any timelines on the tasks or impose any restri...

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