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Task report and field name improvements

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Level 2

7/17/23

Description - Currently the task report only has project sponsor ID as a field name to add to the report. However, the IDs are not as customer friendly as project sponsor names since it's hard to identify someone by a string of numbers. I noticed that project sponsor ID in advanced search filters does pull up names as options, but reporting (especially task reporting) doesn't pull up an option for project sponsor names

Why is this feature important to you - we want to easily pull in names instead of IDs across our project and task reports in order to be a useful tool for our customers without having to manually enter in the info. We've seen this issue with other name vs. ID field inconsistencies between project reports and task reports, but this is the most recent example. We frequently pull reports that have info such as a particular task and task due date, project name, project owner and project sponsor. Right now project sponsor names have to be manually entered into our reports

How would you like the feature to work - either have a field name option to pull up sponsor names in task reporting.

Current Behaviour - Project sponsor names is not a field option for task reports, just sponsor IDs which are a string of numbers. However, in other areas of Workfront like advanced search, I can use the sponsor ID field to pull up sponsor names. 

1 Comment

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Level 1

8/10/23

Hi, you can use text mode when adding a column to show the names instead of id's on a task level report.

 

Project Owner

 

displayname=Project Owner

linkedname=project

namekey=view.relatedcolumn

namekeyargkey.0=project

namekeyargkey.1=owner:name

querysort=project:owner:name

textmode=true

valuefield=project:owner:name

valueformat=HTML

 

 

Project Sponsor

 

displayname=Project Sponsor

linkedname=project

namekey=view.relatedcolumn

namekeyargkey.0=project

namekeyargkey.1=sponsor:name

querysort=project:sponsor:name

textmode=true

valuefield=project:sponsor:name

valueformat=HTML