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Creating a task report that brings in child task dates

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Level 2
Hi, I've been scouring the forums and can't seem to find anything that would help me achieve what I'm hoping to do. We've structured our project templates so that each component is a parent task, and we're tracking component metadata using custom forms attached to that component parent task. Here's a view of what a typical project looks like: I'm trying to create a Task Report for specific parent tasks that will bring in a number of fields, most of which are coming from custom forms on the parent task. There is one column that is pulling from the task's parent (which is the project), but I would also like to pull in the plannedStartDate and plannedCompletionDate from two subtasks: the "Provide editorial assets" (Task 1) and "Create design tasks" (Task 2). The idea is that plannedStartDate and plannedCompletionDate for Task 1 would be "Content Due from Client" and 1st Proof Due, respectively, and that plannedStartDate and plannedCompletionDate for Task 2 would be "Client Edits Due" and "Handoff to Production", respectively. The desired report view is: In building the report, I'm able to bring in two separate columns for plannedStartDate and plannedCompletionDate, and I'm trying to use text mode to "filter" those date fields to correspond to those specific Task 1 and Task 2 subtasks. Is there an argument we can introduce to the column that would restrict those date fields using something like "task:name='Create design' "? Thanks in advance for any help anyone can provide! John Martins
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Level 10
Hi John, I'd suggest you read up on Referencing "https://support.workfront.com/hc/en-us/articles/115000586214-Referencing-Collections-in-a-Report">Collections in a Report , and with those concepts in hand, for each of the special column's you seek (e.g. Content Due from Client ) iterate through the Task Names in the Project, ignoring (e.g. by displaying nothing ) all but the one pertaining to the particular special column (e.g. Provide editorial assets ), and showing whichever date matters for that Task in the particular special column (e.g. Planned Start Date ), which would look something like this, noting that there are a variety of "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=60cc6386-d10c-4043-b37f-95f37a48224a&CommunityKey=ccf3381b-a473-4ef2-9f81-4dd3244cf522&tab=digestviewer#bm60cc6386-d10c-4043-b37f-95f37a48224a">listdelimiter options : displayname= Content Due from Client listdelimiter=
listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF( {name} =" Provide editorial assets ",{ plannedStartDate }, "" ) valueformat=HTML Provided there's only one Task Name that matches within the Workplan, the result should be the appropriate single date in each special column . BONUS TIP: if it is common for Project Managers to edit these special Task Names (e.g. by adding a suffix with more details; handy, but totally breaks this concept), assuming this is a standardized workflow that you govern using Templates, instead of checking the {name} of the Task (which might have been edited), it's more trustworthy to check the {templateTask}.{name} for the same special Task Name since the Template Task Name is more stable. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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Level 2
Thanks so much, Doug. I couldn't get your approach to work, and after a few hours of troubleshooting [including trying nested(children).lists], I discovered the issue was because of the number of levels I was trying to pull data from was too deep. I had to restructure the report so that the tasks I was trying to "collect" were only one level down, and now it works like a charm. Thanks for the tip! John Martins OUC

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Level 10
Good on yah for sticking with it, John: I'm glad to hear you got it going! When you have a moment, I invite you to paste your winning code here, so others who might be following this post can leverage what you learned. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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Level 2
Sure thing, Doug. Thanks again. The text mode code for the Content Due from Client column is: displayname=Content Due from Client listdelimiter=‍ listmethod=nested(children).lists makeFieldEditable=true querysort=plannedStartDate textmode=true type=iterate valueexpression=IF({templateTask}.{name}="Create design",{plannedStartDate}, "false") valueformat=atDate John Martins OUC

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Level 10
Hi John, if you ever do need to return to collections, which I suspect you will, here is a ""https://workfrontpro.com/textmode/text-mode-views-collections/">Text Mode in Views Using Collections " page full of examples. Narayan Raum "https://suntrustedo.my.workfront.com/dashboard/view?ID=5c1bf1f90046e70adeecf882731a47b9"> Workfront Center of Excellence Delivery Lead Enterprise Data & Governance Execution (EDGE) SunTrust Bank