Project report with a custom field from a User? | Community
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M
MegFl
Level 2
October 25, 2022
Question

Project report with a custom field from a User?

  • October 25, 2022
  • 1 reply
  • 656 views

Hi,

 

I want to create a project report of all the projects with the requestor and their division.  The division is part of a custom field under users.  I can see it in a user report but not in a project report.  

 

This is the text from the user report.

displayname=
linkedname=direct
namekey=Division
querysort=DE:Division
valuefield=Division
valueformat=customDataLabelsAsString

 

 

Any help much apprecited.

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1 reply

William--
Community Advisor
William--Community Advisor
Community Advisor
October 26, 2022

If Division is a field on your User form, and you are wanting to display the Division of the user who submitted the original request before it was converted to a project, this should work: 

displayname=Requester Division
linkedname=convertedOpTask
textmode=true
valuefield=convertedOpTask:owner:DE:Division
valueformat=HTML
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M
MegFlAuthor
Level 2
October 26, 2022

That only sort of worked.  We often have projects where the requestor is added or changed after the request has been converted.

 

I'm looking for using the requestor assigned in workload balancer or on the task tab.

I've been trying something like this but it hasn't worked.

I can see the information on a user report but can't translate it to a project report.

 

displayname=Requester Division
listdelimiter=/
textmode=true
type=iterate
valueexpression=IF(CONTAINS("Requestor / Client",{DE:Division}.{DE:Division}))
valueformat=HTML

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