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Collections and custom fields

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Level 10
OK - I'm pretty sure that I've asked this before but I just can't find any notes on this. The following collection works fine on an assignment report to give me the name of the successors task/s. listdelimiter= listmethod=nested(task.successors).lists name=Successor Task shortview=false textmode=true type=iterate valuefield=successor:name valueformat=HTML What actually I want to do is get data from a custom field. I guess it should be the following, but it doesn't work (blank results). I've tried swapping around the location of the DE and also putting in { } various places. Please tell me what I've done wrong! Thanks listdelimiter= listmethod=nested(task.successors).lists name=Successor Task shortview=false textmode=true type=iterate valuefield=DE:successor:customfieldname valueformat=HTML David Cornwell
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12 Replies

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Community Advisor
Hi David, The "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=e7f72765-3f68-4648-a503-ba61f50ebc76&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bme7f72765-3f68-4648-a503-ba61f50ebc76">last time we discussed this (albeit on predecessors), I apparently tried but conceded that I could not find a textmode solution to retrieve the custom data (LAZY READ); but if you find a way, good on yah. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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Community Advisor
...perhaps valueexpression={successor}.{DE:custom field}....? Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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Level 10
Thanks Doug, but unfortunately that doesn't work for me. I wonder if @Melinda Layten has a lightning bolt of insight on how I can get at the custom data on a referenced collection of successors? David Cornwell

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Level 10
Hi David, Here's an example that works using a value expression. "https://wf-pro.com/textmode/text-mode-views-collections/#successors"> https://wf-pro.com/textmode/text-mode-views-collections/#successors I would imagine that{successor}.{DE:Field Name} would work in the expression to reference custom data. Narayan Raum "https://suntrustedo.my.workfront.com/dashboard/view?ID=5c1bf1f90046e70adeecf882731a47b9"> Workfront Center of Excellence Delivery Lead Enterprise Data & Governance Execution (EDGE) SunTrust Bank

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Level 10
Thanks Narayan - I can already get it to work for the successor task name (or other standard fields) but not custom data. Not sure if it is a limitation of the fact I'm accessing a collection on a referenced object (Task) from an Assignment report. David Cornwell

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Former Community Member
You shouldn't need the successors. since you are already on that object. Just the custom field name should work. Melinda Layten Technical Project Manager - API and Integration Workfront

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Level 10
Hi Melinda, Successors is the collection of successors, and I believe you do need to use successor to reference the fields in each successor. For example, the following successfully shows the name of the successor tasks. I just can't work out how to show custom data from the same task: listdelimiter= listmethod=nested(task.successors).lists name=Successor Task shortview=false textmode=true type=iterate valuefield=successor:name valueformat=HTML David Cornwell

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Level 10
Hi David, Here's an example of loading "https://workfrontpro.com/textmode/text-mode-views-collections/#successors"> custom data on the successor task . Let me know how it goes. Thanks, Narayan Raum Delivery Lead, "https://suntrustedo.my.workfront.com/dashboard/view?ID=5c1bf1f90046e70adeecf882731a47b9"> Workfront Center of Excellence Enterprise Data & Governance Execution (EDGE), SunTrust Bank "Quickly and efficiently delivering digital solutions with real-time results to our partners."

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Community Advisor
Well done Narayan! The key components of valueexpression, CONCAT, and the curly brace / DE: prefix / dot syntax you've presented in your example are worth studying. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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Level 10
Hi Narayan, In the end I realised that I had an error in an IF statement and this was preventing the data from showing because I already had the rest correct :D Your info was right for people running a task report. It might be worth adding another example for others who are referencing task successors from another object like an Assignment report like I was doing. If so, the listmethod line is: listmethod=nested(task.successors).lists Cheers David Cornwell

OK, super late to the discussion but with type ahead fields I was doing a lot of testing and came up with this to show a custom field on a project at the Program Level

 

displayname=Sch Man ML
listdelimiter=‍
listmethod=nested(projects).lists
textmode=true
type=iterate
valueexpression=concat({DE:ET - Scheduling Manager:name})
valueformat=HTML

 

 

Same Melinda Layten - Now at  Freeman Company as a Workfront System Admin!


Welcome back Melinda — we’ve missed you! I look forward to catching up.

 

Regards,

Doug