I'm exploring this topic because we need to maintain a connection between an issue and multiple projects related to it. What I found is that you can add a calculated field on the project form to record the name of the issue it was converted from. This way, you can report on the project/issue associ...

Below are number formats I recently worked out for some extensive reporting.Try, test, use and abuse valueformat={0:0.00}valueformat={0:0.000}valueformat={0:0.0000}valueformat={0:0.00000}valueformat={0:0.000000}

That said, I do have a trouble to make it work. Im not sure yet what is the problem.

Even better! Thanks Doug!

Is it possible to format a column results in project report so that its view/read only? I have an extensive report containing both custom data and calculated columns. Id like to restrict all users to change the custom data on this report.

I understand the limitations of grouping and its capabilities. While I'm not a big fan of it aside from its use in charts, I was hoping there might be a way to return its results into a field or column within a report.

If only it were that simple!  Before diving into building the formula, I realized I need to ensure proper formatting for the view/columns. The report I’m creating should provide accurate results in HTML and export correctly to sheets. However, I’ve noticed that XLS and XLSX exports present issues, a...

I suspect the following scenarios but haven’t tested them yet: Create a new field (outside of the custom form), set a default, save the field, then add it to the custom form – Records only update moving forward, although I always review the forms on the object templates to ensure the default is sele...

When creating a new dropdown field in an existing form or adding one to a form, I often choose a default value, which can later be leveraged in reporting. Does anyone know the correct process for creating dropdowns so that the default choice is backdated across all projects that share the same form ...

It might be a long shot, but it's something I want to solve. Our projects are product based. We create a project every time we develop new, manufacture or simply reorder one of our products. Each project product custom form includes product SKU reference which is a text field we maintain with throug...