Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!
SOLVED

Can I add the last system update from the task or project updates to a report?

Avatar

Level 3
 
1 Accepted Solution

Avatar

Correct answer by
Community Advisor

I created a report for these types of updates, using a Note report and adding this text mode in a column:

 

name=Update Information
textmode=true
valueexpression=IF(!ISBLANK({noteText}),{noteText},CONCAT("SYSTEM UPDATE: ",{auditText}))
valueformat=HTML

 

2023-02-13 11_10_06-Project System Update Report.png

View solution in original post

9 Replies

Avatar

Level 7

New Project Report

 

Add column

Project >> Status Update

 

I suspect a similar function would work for Tasks

Avatar

Level 3

I want the last system update though, the bold item without my photo by it.

 

KendraRo_1-1676039915510.png

 

Avatar

Level 10

If you want to get really fancy and have something that looks like this:

Screenshot 2023-02-09 at 8.12.52 pm.jpg

Read on.

 

This solution assumes you have a calc field on a project form called "Project Updates_" that looks like this:

 

CONCAT("https://YOURDOMAIN.my.workfront.com/project/view?ID=", {ID} , "&activeTab=tab-project-updates")

 

 You would then create a column in your project report that uses this text mode:

 

column.13.displayname=Latest Update
column.13.linkedname=lastNote
column.13.namekey=view.relatedcolumn
column.13.namekeyargkey.0=lastNote
column.13.namekeyargkey.1=ownerID
column.13.querysort=lastNote:ownerID
column.13.sharecol=true
column.13.textmode=true
column.13.valuefield=lastNote:owner:name
column.13.valueformat=HTML
column.13.width=240
column.14.displayname=Merger2
column.14.sharecol=true
column.14.textmode=true
column.14.value=-
column.14.valueformat=HTML
column.15.displayname=
column.15.linkedname=lastNote
column.15.namekey=view.relatedcolumn
column.15.namekeyargkey.0=lastNote
column.15.namekeyargkey.1=entryDate
column.15.querysort=lastNote:entryDate
column.15.sharecol=true
column.15.styledef.case.0.comparison.icon=false
column.15.styledef.case.0.comparison.leftmethod=lastNote:entryDate
column.15.styledef.case.0.comparison.lefttext=lastNote:entryDate
column.15.styledef.case.0.comparison.operator=notnull
column.15.styledef.case.0.comparison.operatortype=date
column.15.styledef.case.0.comparison.righttext=
column.15.styledef.case.0.comparison.trueproperty.0.name=fontstyle
column.15.styledef.case.0.comparison.trueproperty.0.value=
column.15.styledef.case.0.comparison.truetext=
column.15.textmode=true
column.15.valuefield=lastNote:entryDate
column.15.valueformat=longAtDate
column.16.displayname=Merger1
column.16.sharecol=true
column.16.textmode=true
column.16.value=<br>
column.16.valueformat=HTML
column.17.displayname=Latest Update
column.17.linkedname=lastNote
column.17.namekey=view.relatedcolumn
column.17.namekeyargkey.0=lastNote
column.17.namekeyargkey.1=noteText
column.17.querysort=lastNote:noteText
column.17.sharecol=true
column.17.textmode=true
column.17.valueexpression=IF(LEN({lastNote}.{noteText})>140, CONCAT(SUBSTR({lastNote}.{noteText},0,130),"..."), CONCAT({lastNote}.{noteText}))
column.17.valueformat=HTML
column.18.sharecol=true
column.18.textmode=true
column.18.value=
column.18.valueformat=HTML
column.18.width=1
column.19.displayname=Link
column.19.link.url=customDataLabelsAsString(Project Updates_)
column.19.linkedname=html(URL)
column.19.textmode=true
column.19.valueexpression=IF(ISBLANK({DE:Project Updates_}),"","Link")
column.19.valueformat=HTML

 

 Just paste it in and the columns will renumber themselves.

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

Avatar

Level 3

I want the last system update though, the bold item without my photo by it.

 

KendraRo_2-1676040024699.png

 

Avatar

Level 10

I think what you're looking for is a Journal report where it shows the object (project/Task), the field name, the change type, The object changed, old value, new value. If you're looking for just a list of system updates the way they're displayed in the updates section, I've never seen that done.

 

Here is an explanation of the "Note" fields gathered from my tests and coupled with an explanation from Workfront Support.

  • Last Note: Available on any object that accepts updates.
    Any update that is entered directly on the object, or sent directly to or from the object (user on a user report) by anyone, ignoring all others such as Proof Comments or any other child objects. In a user report, these are often private convos.
  • Last Status Note: User object only. This field is NOT available on Projects, Tasks, Issues, etc.
    compares Last Entered Note and Last Update Note and returns the most recent of the two.
  • Last Entered Note: User object only. This field is NOT available on Projects, Tasks, Issues, etc.
    returns the last update a specific user made on their own User page. (No one at Workfront was 100% sure on this one.)
  • Last Update Note: User object only. This field is NOT available on Projects, Tasks, Issues, etc.
    returns the last update a specific user made on any object.
    The Last Note entered by the User, ignoring any other subsequent Last Note entries created by other users. A User report lists only the users entries (as they own themselves) even if the update is on another object (proof, project, etc.), These may be private convos.

Avatar

Level 1

I wanted to utilize this to pull the project updates into a task report. I got everything to work but the url link. Can you take a look at what I had added below and let me know where it might have gone wrong?

 

column.6.displayname=Latest Update
column.6.linkedname=lastNote
column.6.namekey=view.relatedcolumn
column.6.namekeyargkey.0=lastNote
column.6.namekeyargkey.1=ownerID
column.6.querysort=project:lastNote:ownerID
column.6.sharecol=true
column.6.textmode=true
column.6.valuefield=project:lastNote:owner:name
column.6.valueformat=HTML
column.6.width=240
column.7.displayname=Merger2
column.7.sharecol=true
column.7.textmode=true
column.7.value=-
column.7.valueformat=HTML
column.8.displayname=
column.8.linkedname=lastNote
column.8.namekey=view.relatedcolumn
column.8.namekeyargkey.0=lastNote
column.8.namekeyargkey.1=entryDate
column.8.querysort=project:lastNote:entryDate
column.8.sharecol=true
column.8.styledef.case.0.comparison.icon=false
column.8.styledef.case.0.comparison.leftmethod=lastNote:entryDate
column.8.styledef.case.0.comparison.lefttext=lastNote:entryDate
column.8.styledef.case.0.comparison.operator=notnull
column.8.styledef.case.0.comparison.operatortype=date
column.8.styledef.case.0.comparison.righttext=
column.8.styledef.case.0.comparison.trueproperty.0.name=fontstyle
column.8.styledef.case.0.comparison.trueproperty.0.value=
column.8.styledef.case.0.comparison.truetext=
column.8.textmode=true
column.8.valuefield=project:lastNote:entryDate
column.8.valueformat=longAtDate
column.9.displayname=Merger1
column.9.sharecol=true
column.9.textmode=true
column.9.value=<br>
column.9.valueformat=HTML
column.10.displayname=Latest Update
column.10.linkedname=lastNote
column.10.namekey=view.relatedcolumn
column.10.namekeyargkey.0=lastNote
column.10.namekeyargkey.1=noteText
column.10.querysort=project:lastNote:noteText
column.10.sharecol=true
column.10.textmode=true
column.10.valueexpression=IF(LEN({project}.{lastNote}.{noteText})>140, CONCAT(SUBSTR({project}.{lastNote}.{noteText},0,130),"..."), CONCAT({project}.{lastNote}.{noteText}))
column.10.valueformat=HTML
column.11.sharecol=true
column.11.textmode=true
column.11.value=
column.11.valueformat=HTML
column.11.width=1
column.12.displayname=Link
column.12.link.url=customDataLabelsAsString(project:Project Updates_)
column.12.linkedname=html(URL)
column.12.textmode=true
column.12.valueexpression=IF(ISBLANK({project}.{DE:Project Updates_}),"","Link")
column.12.valueformat=HTML

Avatar

Correct answer by
Community Advisor

I created a report for these types of updates, using a Note report and adding this text mode in a column:

 

name=Update Information
textmode=true
valueexpression=IF(!ISBLANK({noteText}),{noteText},CONCAT("SYSTEM UPDATE: ",{auditText}))
valueformat=HTML

 

2023-02-13 11_10_06-Project System Update Report.png

Avatar

Level 10

Ah yes. I believe that's what the OP was looking for; auditText. Thanks for catching that!

Avatar

Level 1

Is there a way to have only the system updates? When using this textmode is seems to be also pulling in comments.