I'm looking to add a custom prompt to a Task report that allows users to pull in task data based on a custom prompt that looks at a custom field (DE:Portfolio Account Director) at the Portfolio level.
I don't think you can do this with a typeahead field. You would have to create a calc field for the typeahead field to populate first and then use the calc field for the prompt condition. This is the same for the filter section. You cannot filter on a typeahead field. booooo
Thanks for the input, Brandon. I tested the option you noted (custom calculated field that would populate my original typehead field value, and the system doesn't appear to let me create a calculated field based on another calculated field, or maybe just not on one that is a typehead format. In the formula (calculation field), it doesn't recognize/find my original typehead field.
Hmmm. I would have thought for sure that was the trick there. My apologies. So, we can use typeahead field, but we cannot report on them?? That seems silly, but yea, I cannot get mine to work either. It recognizes it in the calculation field, but nothing pulls through on a form or report. There has to be way to leverage typeahead fields in a report! WF users unite!
Nicely Done @Nichole Vargas‚ ! Nick, I attached a deck I picked up from a LEAP conference some years back that explains the EXISTS filter in pretty good detail, which may be helpful for future filtering. Also, not to steal this thread, but I am wondering if there is a solution for simply adding a typeahead field as a column rather than a filter?
@Brandon Pritchard‚ If you want to add a typeahead field as a column to your report, you should be able to use the standard report builder and search for that field in the field list. If it's a user typeahead field, you will see two options underneath - iD or name.
If you are asking about referencing a Typeahead field in a text mode column, let me know!
Re your comment about adding a typehead field as a column rather than a filter, are you just asking if you can display a typehead field as a column in a report, or were you suggesting it as an alternative to my original request (custom prompt)?
Oh lord... I have embarrassed myself. I was looking in a user report and not a project report where that field exists for us. 😋 But, what I meant was a reference, yes. When referencing a typeahead you get a string of data:
