Any way to add a task as a column in a task report?? I'm wanting the report to be a horizontal view versus a vertical view.. | Community
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WhitneyHa3
Level 2
July 15, 2021
Solved

Any way to add a task as a column in a task report?? I'm wanting the report to be a horizontal view versus a vertical view..

  • July 15, 2021
  • 4 replies
  • 2018 views

In this instance, I'm wanting the customer requested ship date to populate for each individual project.

project 123 whitney jessica 5 days 2,3 1/2/2021 2/2/2021 56% 12/7/22

next project

next project

Here is what I've tried so far:

displayname=Customer Requested Ship Date

linkedname=task

namekey=view.relatedtask

namekeyargkey.0=task

namekeyargkey.1=name

querysort=task:name

textmode=true

valuefield=plannedCompletionDate

valueformat=mediumAtdate

thanks for the help!

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    Best answer by JuliaPh1

    First time responding to a question on here, so hope I'm doing this right! Not sure if you already have your solution, but thought I'd chime in since I do this a lot.

    I have reports that accomplish what you're asking for, but I create them as project reports (not task reports) -- so as you asked for, each row is a project. Then for the columns in which you want to display the due dates for specific tasks on those projects, the text mode is:

    displayname=Customer Requested Ship

    listdelimiter=<div>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    usewidths=true

    valueexpression=IF({name}='Customer Requested Ship',IF({status}="CPL",{actualCompletionDate},{plannedCompletionDate}))

    valueformat=HTML

    width=75

    This will display the Planned Completion Date, unless the task is already complete, in which case it will display the actual completion date.

    Hope that helps :)

    4 replies

    kynabaker16
    Adobe Employee
    kynabaker16Adobe Employee
    Adobe Employee
    July 16, 2021

    Hey there Whitney!

    Would it work to have multiple data points in one column?? This article talks about how to merge columns. Then you could have project name, dates, and % complete all in one column!

    Kyna

    W
    WhitneyHa3Author
    Level 2
    July 21, 2021

    Hi, @Kyna Baker - inactive‚

    No, I would like them to be in seperate columns.

    Essentially I want to view multiple tasks for each project with the project only appear on one line.

    I want to find a way to view the project name in one column and then task names in the following columns. do you know of any way to achieve that with text mode?

    K
    KevinQu1
    Level 10
    July 21, 2021

    @Whitney Hawkins‚ , can you upload a sketch of what you want?

    Otherwise, aren't you just asking for a task report grouped by project name?

    W
    WhitneyHa3Author
    Level 2
    July 21, 2021

    Hey, @Kevin Quosig‚

    Ideally, I'm wanting all the task names to appear as columns with their appropriate due dates below. and see only one row of data for each project:

    Project Name Customer Requested Ship Our Ship Date Development Date Last Date

    Project 1 12/5/21 1/5/22 2/5/22 3/5/22

    Project 2 1/5/22 3/6/6/22 4/6/22 7/1/22

    Project 3 3/7/22 3/12/22 5/1/22 12/1/22

    Project 4 1/1/22 2/2/22 3/12/22 7/19/22

    W
    WhitneyHa3Author
    Level 2
    July 21, 2021
    No text available
    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    July 21, 2021

    Hi Whitney,

    Here's a WF-Pro Milestone Tasks example that is similar to what you're after.

    You could either "tag" the Customer Request Ship Date as a Milestone on all your projects and replace the milestoneID with your specific version, or instead, look for the particular Task Name, assuming it's always the same.

    Either way, you could then repeat the concept for as many (single) Task Columns as you wish for each (single) Project row in your Project report.

    Regards,

    Doug

    W
    WhitneyHa3Author
    Level 2
    July 21, 2021

    thanks, @Doug Den Hoed‚

    I had inputted

    displayname=Customer Requested Ship Date

    listdelimiter=

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression=IF({task}.{name}="Customer Requested Ship Date",{plannedCompletionDate}),"")

    valueformat=mediumAtdate

    no luck on an output... any suggestions??

    I was hoping to do it by task name (it is always the same) to avoid having to do the work of attaching milestones to all the current projects we have!

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    July 21, 2021

    In addition to what Doug said, I'll offer this up: https://one.workfront.com/s/question/0D54X00006etndqSAA/text-mode-to-pull-information-from-a-custom-field-on-a-task-into-a-document-report

    TLDR: Keep working on your syntax. The realization needs to be that you're going back up to the project and getting the task list from there. Your listmethod line should be calling nested(project.tasks).lists, and then as Doug says, once you "get there" you only have to look for the "name" not the "task.name".

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    July 21, 2021

    Hi Whitney,

    Since you're iterating tasks already (e.g. you are already "at" the task level), there's no need to repeat it on the valueexpression, which instead can be simplified to

    valueexpression=IF({name}="Customer Requested Ship Date",{plannedCompletionDate}),"")

    Also, in case it's still blank...I often use valueformat=HTML just to see "something" come back, and then if what comes back makes sense with what I expect (e.g. a date), set a more specific format (e.g. valueformat=mediumAtdate)

    Regards,

    Doug

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