Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

15 Advanced Tips to Level Up - help

Avatar

Level 6
Hello WF peeps, I need help pretty quickly and not sure if this is best place to ask for help on stuff that was presented in this discussion at LEAP. I am trying to implement a few of these for a presentation next week to wow and amaze...and they will if I can get them to work!!! I had luck with some of the text mode cheats - so great there. In Personalize your Projects : I was able to add column / find an image using google and copy paste the url....BUT ...the image doesn't show. just a thumbnail with URL (see screen shot) And lastly - and THE Tip I am most desperate for: TRANSFERRING CUSTOM DATA (so I can have the design specs attached to task and they do not have to dig down to custom form) I copied the project form I needed custom data from and made it a task form...but...when I try to change all the fields to calculated I get that error about them being used on other forms still ....and "calculated" field doesn't just show itself....I guess I need more thorough "step-by-step" instructions.....please help me!!!! Tegwyn Stockdale Production Coordinator / PM BayCare Clearwater, Florida Baycare Health System, Inc.
Topics

Topics help categorize Community content and increase your ability to discover relevant content.

3 Replies

Avatar

Level 10
@Tegwyn Stockdale not sure what kind of coding you are trying but the following seems to work for me: Open up your task custom form Create a Calculated custom field and name it In the calculation, put: CONCAT(Project.Name Of Custom Field You Want To Bring Over) The part in the brackets is case sensitive, so if you have a specific field you're struggling to bring over, you might want to look closely at the name of it. Last year I struggled so hard that I ended up calling one of my custom fields XX so that I would be able to tell when I finally got it copied over. Then when it worked, I was too lazy to change the name... -skye

Avatar

Level 6
@Tegwyn Stockdale tagging on to @Skye Boardman 's message, I found that {} brackets were needed if my custom field name incluced extraneous characters like & or # For a filed named Field & Field Name , for instance, the calculation needs to be Project.{Field & Field Name} Without the brackets, these field names were generating errors for me. HTH! Catherine Hayes Manager, Business Analytics and Project Operations The Channel Company Westborough MA

Avatar

Level 6
Thank you Skye and Catherine - I was praying someone would respond before Friday....I'll try again. I have to get this figured out....and I don't want to cheat and create a workaround (for once) LOL funny Skye ...I still have templates names zName 😃 Tegwyn Stockdale Production Coordinator / PM BayCare Clearwater, Florida Baycare Health System, Inc.