Just wanted to check if someone has figured out how to reference a project's typeahead field (i.e. Back-Up PM) on a task report. I know before we all talked about doing a calculated field, but this group has a ton of fields already and I'm trying not to add more.
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I had a ticket opened regarding the typeahead fields and the fact that you couldn't reference anything from or to a typeahead field.
I wanted to rename the project "Company" field to "Client" and make it required. I created a typeahead field for companies, named it "Client" and made it required. But it didn't actually connect to the company so I couldn't pull any company information into the project. It's just a stand alone field with a text entry and no connection to anything, rendering it pretty useless.
Here are a few entries in the Inno-lab regarding this:
https://one.workfront.com/s/idea/0870z000000XhwIAAS/detail
https://one.workfront.com/s/idea/0870z000000XhPJAA0/detail
This one says it's delivered and there is a video explaining it, but it's the duplicated video from the one below it. So, there is no video explaining it: https://one.workfront.com/s/idea/0870z000000PSCfAAO/detail
The short answer is "no". Typeahead fields are just stand alone text fields still.
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Hi Randi - Thank you for this, but this is not what I was asking. I'm not looking for information tied to the typeahead field itself. I want to pull the name of the field from the project where it lives onto a task report.
As stated, I have a field on the project called Back-Up PM. I want to pull that into a task report. I'm not looking for info on the Back-Up PM's user profile.
Does that make sense?
Can't even reference the typeahead field from a parent task on a task report.
Seems often when I try to use a typeahead field, these kinds of limiations force me back to a normal dropdown field.
If I used the typeahead field to today's use case, I would need to:
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It seems typeahead fields were just partially implemented.
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Referencing project typeahead field from a task report
displayname=Typeahead name
querysort=DE:Typeahead field name:name
textmode=true
valueexpression={project}.{DE:Typeahead field name:name}
valueformat=customReferenceObjectAsString
For example, if the typeahead field name is "Account Manager" the code would be
displayname=Typeahead name
querysort=DE:Account Manager:name
textmode=true
valueexpression={project}.{DE:Account Manager:name}
valueformat=customReferenceObjectAsString
This worked great @dididunn , thank you so much!
Any idea how to use this in the task report Groupings?
-Edit-
Actually, never mind. This format worked for the grouping:
textmode=true
group.0.textmode=true
group.0.displayname=Typeahead name
group.0.valueexpression={project}.{DE:Typeahead field name:name}
group.0.valueformat=HTML
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