I want to export a list of projects with their associated project users | Community
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MichaelLandauer
MichaelLandauer
Level 2
May 23, 2024
Solved

I want to export a list of projects with their associated project users

  • May 23, 2024
  • 2 replies
  • 1957 views

I want to export a list of project data using Fusion. I have most of the fields configured, but I cannot figure out a way to export a list of users associated with each project (the project team). 

 

I see an expression in reports that refers to projectUsers. But I don’t see anything like that as an option in Fusion as a project field. Here’s what I have in text mode for the report:

 

displayname=Project Team Members

listdelimiter=

listmethod=nested(projectUsers).lists

namekey=group.plural

textmode=true

type=iterate

valuefield=user:name

valueformat=HTML

 

I want what that produces on that report to be part of my export from Fusion, but I can’t figure out how to get there.

 

I tried to use Related Records. I tried to do a search for users but can’t figure out a way to search for “users associated with this project” …

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Best answer by ChrisStephens

Oh no, pull the project. So your record type = Project, check whatever you want in outputs (but at least check 1), then go to collections, toggle the map, and type in projectUsers:user:name.

2 replies

V
viovi
Level 4
May 23, 2024

Maybe just look for the specific roles such as Project Owner, Project Sponsor, users assigned to tasks, if those are needed?

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
May 23, 2024

Check the field projectUsers:user:name

MichaelLandauer
MichaelLandauerAuthor
Level 2
May 23, 2024

OK, I can see where that might be where I need to go. Thanks. But ... I am not sure what to put for the ID field here:

 

The 2. ID is the project ID from an earlier module. I tried that in the ID field, but no luck. 

MichaelLandauer
MichaelLandauerAuthor
Level 2
May 24, 2024

It should be something like this, which will give you a string that is a new line-seperated list of each user's name

 

 


Yes!! That's it. That did it. Thank you for your patience with me. Really appreciate it. 

 

 

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