Showing if a project was ever in On Hold status in a task report column | Community
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Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
December 27, 2024
Question

Showing if a project was ever in On Hold status in a task report column

  • December 27, 2024
  • 2 replies
  • 941 views

Hi folks, seeing if anyone has a way to do this...

I have a task report pulling values from a task custom form on all projects via templates that indicates if the project met or didn't meet the SLA (based on the task custom form looking at when a certain set of tasks in the project was completed vs the SLA). I have this working fine, and reports with bar charts show projects that didn't vs. did meet the SLA. What I'm after is if any the projects ever when to On Hold status any point in the project. I want to add this as a report column and not a filter since I don't want to filter them out, but just to give context in a column to show for example XYZ projects that didn't meet the SLA, the column can show me if it ever went On Hold (not tasks, the project itself). Is this possible in a text mode value expression in a column? I tried messing with cicontains=On Hold and project:noteText but not getting anywhere.

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    2 replies

    KellieGardner
    Community Advisor
    KellieGardnerCommunity Advisor
    Community Advisor
    December 30, 2024

    For system updates like status you'll want to pull Audit Text instead of Note Text. However there seems to be a glitch in the matrix, I'm able to get this to pull in comments made by users

     

    displayname=User Updates listdelimiter=<p> listmethod=nested(updates).lists textmode=true type=iterate valuefield=updateNote:noteText valueformat=HTML

     

    But I'm not able to get this to pull in any system updates by changing the note text to auditText even though it's listed in the same list of the API Explorer

     

    displayname=System Updates listdelimiter=<p> listmethod=nested(updates).lists textmode=true type=iterate valuefield=updateNote:auditText valueformat=HTML

     

    Additionally, every time I change valuefield to valueexpression on the noteText that was previously working it returns no results.

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity AdvisorAuthor
      Community Advisor
      December 30, 2024

      Hi there, yup I failed to mention that I had already tried Audit Text and wasn't getting any results...so neither 'text' option was working for me but I was thinking I just needed to fix my value expression in the column. I wonder if I just need a separate report that pulls projects ever in On Hold status and need to look at it separately instead of in same report like I was after. I'll see if I continue to get these (no) results on my end but thanks for confirming it's Audit Text, that's what I was thinking but couldn't get anything to work even with projects as an example that I knew when on hold.

      If this helped you, please mark correct to help others : )
      KellieGardner
      Community Advisor
      KellieGardnerCommunity Advisor
      Community Advisor
      December 30, 2024

      I also searched high and low in the forums for any details and couldn't find anything resembling someone successfully doing it in a project report. 

       

      It might just need to be a separate Journal Entry report that shows that status changes in comparison to a project report. I'll keep testing and see if I can come up with anything.

        kautuk_sahni
        Community Manager
        kautuk_sahniCommunity Manager
        Community Manager
        September 1, 2025

        @madalyn_destafney Hi there, just checking in. Were you able to get this resolved? If one of the replies above helped, even if it didn’t fully solve the issue but pointed you in the right direction, marking it as accepted can still guide others who may face a similar question. And if you discovered another way to fix it, sharing your approach would be a big help to the community. Your follow-up not only closes the loop but also ensures others benefit from your experience. Thanks again for being part of the conversation!

        Kautuk Sahni
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