Expand my Community achievements bar.

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

Custom form field join on a report

Avatar

Level 2
Really scratching my head on this one.... We have an expense custom form with a typeahead field based on user name. This shows up and works great on the billing record. We are able to pull the name into a report. The ID field, which matches user.id, is also available. However, we need additional information from the user field (cost per hour, billing per hour, home group, etc). I had success adding the billing record to a task and was able to join to the user table and retrieve information. Any suggestions on how to link from the custom form to the user table? Thanks in advance. Kevin Iuliano Kenco Management Services, LLC
Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies