Adding project custom form information on to a custom Task Tab | Community
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HeatherLa2
Level 3
September 8, 2020
Solved

Adding project custom form information on to a custom Task Tab

  • September 8, 2020
  • 2 replies
  • 729 views

I know I've seen this before! I'm looking to create a report to add to a Task custom section that would include two items from a Project form, specific to that project.

Use Case: We currently go through a translation company and have a Fusion integration with that company and WF. The integrations sends back links directly into fields on the Project Form. The users who have tasks after that step need to go into the translation company link to complete their work. Rather than have them go through to the Project level, I would like to just provide those links at the task level within a tab/custom section.

I cannot figure out how to create the report that will only pull in from the project that it is on. Do I need to create a calculated field?

Thanks!

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    Best answer by imgrund

    Hi - For me, doing a calculated field is the easiest. We do it a lot on issues where we include Project Job information on the issue's custom form so the assignee doesn't have to click back into the project.

    For calculated fields, you use the Label (so capital letters and space) and separate the referencing with a period. So like for us when we want to get the job number, the calculation is Project.Vantage Job Number

    You do have to make sure you don't have any +, -, /, or * type symbols in the name of the field or the calculation will give you an error.

    Hope this was helpful.

    2 replies

    imgrund
    Adobe Employee
    imgrundAdobe EmployeeAccepted solution
    Adobe Employee
    September 9, 2020

    Hi - For me, doing a calculated field is the easiest. We do it a lot on issues where we include Project Job information on the issue's custom form so the assignee doesn't have to click back into the project.

    For calculated fields, you use the Label (so capital letters and space) and separate the referencing with a period. So like for us when we want to get the job number, the calculation is Project.Vantage Job Number

    You do have to make sure you don't have any +, -, /, or * type symbols in the name of the field or the calculation will give you an error.

    Hope this was helpful.

      H
      HeatherLa2Author
      Level 3
      September 9, 2020

      Thanks, Anthony - really appreciate your response! I went ahead and created the calculated fields and those worked as I needed.

      Thank you again!

      L
      LauraBa
      Level 2
      February 9, 2021

      @Anthony Imgrund‚ - this was beautiful! Thank you so much for this!!

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