Thank you so much!! This works! One other question for you. Is there a way to reference more than one custom form on this line? In my case it can be one of 3 custom forms.EXISTS:a:projects:categoryID=<your custom form ID>
Is there a (calculated field, text mode?) way to transfer the data / selection of a field that is captured on a custom form at the project level, to a custom form on the Program of that project? Thanks in advance!
Hi Skye. This is great! So with this - I can pull in any projects that have the Custom Form (Category ID), and any projects that are also in that program with those projects. This part is a great start. Is there a way that you know of that I can also filter based on one of the fields in that Custom ...
Doug...this is awesome! This is SUPER helpful. I can't exactly "filter" with this from within Workfront (that I can figure out yet). But having the ability to tie data from the "parent" project to the others within the Program give me a lot of options on things we can do. Greatly appreciate your ass...
Hi Doug. I think I must have missed your more specific instructions above when I replied previously on my post. Let me give this a try! Thanks so much!
Hi @RowvillBh1 Can you explain the Typeahead field part? It's not something I'm currently using but I can potentially see how this could help when I'm trying to pull projects into a report based on a shared Program. I sent the following of summary of what I'm attempting to accomplish below. Let me k...
Hi Doug. Thank you very much for the reply! This is in the right ballpark of what I'm thinking - however, I think your report is pulling all of the tasks you want already. You're then applying custom data from one task to other tasks on the report. My goal is to create a project report based on a fi...
Hello Workfront friends! I could use a little assistance on trying to run a report. In our instance, we have what I'll call a "parent" project in each Program. This project has a custom form tied to it where we collect certain metadata for reporting. There are "child projects" in each program relate...