Expand my Community achievements bar.

Do you have questions about the migration to Adobe Business Platform? Come join our upcoming coffee break and ask away!

Project report with a custom field from a User?

Avatar

Level 2

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.

2 Replies

Avatar

Community Advisor

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
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

Avatar

Level 2

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