Displaying Milestone Info In a Note Report Column [Text Mode] | Community
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Eric_D_Miller
Eric_D_Miller
Level 5
February 20, 2025
Solved

Displaying Milestone Info In a Note Report Column [Text Mode]

  • February 20, 2025
  • 3 replies
  • 520 views

Hello,


I am trying to add in some Milestone info on a Note report. This textmode works on a Project report but on a Note report it returns no info. What tweaks do I have to make to this in order to pull the Milestone info?

 

displayname=R1 Proof listdelimiter=<p> listmethod=nested(tasks).lists type=iterate valueexpression=IF({milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{status}!="CPL",CONCAT({plannedCompletionDate}),IF({milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{status}="CPL",CONCAT("✔️ | ",{plannedCompletionDate}))) valuefield=project valueformat=HTML

Can someone assist in what I am missing in my code?

 

Thank you,

Eric

Best answer by skyehansen

I haven't tried this, but maybe switch out your listmethod line. (if it does work, make sure you test it out on all objects - document updates, issue updates, task updates and project updates)

 

listmethod=nested(project.tasks).lists

 

Also, for now, please leave out the valuefield line completely. (I don't think it really helps to have a valuefield AND a valueexpression in the same blob, and just want to rule it out as a possible source of error in your testing)

3 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
February 20, 2025

I haven't tested this but it may be as simple as just adding 'project.' to a few places, see where I've added. Milestone info can pull into a lot of project-related reports easily but when you go to a different object you need to add that jump into your expressions. In a project report you can just have 'status' but when in a different object and want to reference project info, you need to put 'project.status', for example.

displayname=R1 Proof listdelimiter=<p> listmethod=nested(tasks).lists type=iterate valueexpression=IF({project.milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{project.status}!="CPL",CONCAT({project.plannedCompletionDate}),IF({project.milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{project.status}="CPL",CONCAT(" | ",{project.plannedCompletionDate}))) valuefield=project valueformat=HTML

 

If this helped you, please mark correct to help others : )
KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
February 20, 2025

The text mode code you are using is specific to pulling in a collection of data on a project report (listmethod=nested(tasks).lists) which isn't necessary and won't work here since it's specific to a project report collection.

 

You can natively pull in a task milestone ID to a note report, so you don't need to reference a collection this way. You can add the native milestone ID column and then modify it to a value expression to get what you need.

 

 

You can try this:

 

valueexpression=IF({task}.{milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{status}!="CPL",CONCAT({plannedCompletionDate}),IF({task}.{milestoneID}="6422f69500133a8cc48c809f427d4d21"&&{status}="CPL",CONCAT(" | ",{plannedCompletionDate})))

 

 

 

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
February 20, 2025

I haven't tried this, but maybe switch out your listmethod line. (if it does work, make sure you test it out on all objects - document updates, issue updates, task updates and project updates)

 

listmethod=nested(project.tasks).lists

 

Also, for now, please leave out the valuefield line completely. (I don't think it really helps to have a valuefield AND a valueexpression in the same blob, and just want to rule it out as a possible source of error in your testing)

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