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SOLVED

Field that links to actual project expense in Expense Report

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Level 3

Hello WF Community,

Does anyone know if there's a field that you can add to an Expense report that will link to the actual expense line item on the project? I'd love for my finance person to be able to go and look into a specific expense by clicking on this link as opposed to clicking on the overall project name.

Thank you!

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1 Accepted Solution

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Correct answer by
Level 3

Yes, all you need to replace is the valuefield to description instead of ID. See below:

case.0.comparison.leftmethod=val(templateID)

case.0.comparison.operator=nn

case.0.comparison.operatortype=string

case.0.comparison.truemethod=nested(template).HTML(name)

displayname=Expense Description

link.comparison.leftmethod=val(referenceObjID)

link.comparison.operator=nn

link.comparison.operatortype=string

link.comparison.truetext=

link.linkproperty.0.name=ID

link.linkproperty.0.valuefield=topReferenceObjID

link.linkproperty.0.valueformat=string

link.lookup=link.view

link.nestedobjcode=string(topReferenceObjCode)

link.nestedobjid=string(topReferenceObjID)

link.value=val(topReferenceObjCode)

textmode=true

valuefield=description

valueformat=HTML

View solution in original post

4 Replies

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Level 3

Try adding the text below:

case.0.comparison.leftmethod=val(templateID)

case.0.comparison.operator=nn

case.0.comparison.operatortype=string

case.0.comparison.truemethod=nested(template).HTML(name)

link.comparison.leftmethod=val(referenceObjID)

link.comparison.operator=nn

link.comparison.operatortype=string

link.comparison.truetext=

link.linkproperty.0.name=ID

link.linkproperty.0.valuefield=topReferenceObjID

link.linkproperty.0.valueformat=string

link.lookup=link.view

link.nestedobjcode=string(topReferenceObjCode)

link.nestedobjid=string(topReferenceObjID)

link.value=val(topReferenceObjCode)

shortview=true

valuefield=ID

valueformat=HTML

width=10

This should make the Expense ID a clickable link

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Level 3

Thank you so much Mike! This works beautifully.

I was wondering, however, is it possible to swap out the ID and link the Expense Description? Thank you!

Avatar

Correct answer by
Level 3

Yes, all you need to replace is the valuefield to description instead of ID. See below:

case.0.comparison.leftmethod=val(templateID)

case.0.comparison.operator=nn

case.0.comparison.operatortype=string

case.0.comparison.truemethod=nested(template).HTML(name)

displayname=Expense Description

link.comparison.leftmethod=val(referenceObjID)

link.comparison.operator=nn

link.comparison.operatortype=string

link.comparison.truetext=

link.linkproperty.0.name=ID

link.linkproperty.0.valuefield=topReferenceObjID

link.linkproperty.0.valueformat=string

link.lookup=link.view

link.nestedobjcode=string(topReferenceObjCode)

link.nestedobjid=string(topReferenceObjID)

link.value=val(topReferenceObjCode)

textmode=true

valuefield=description

valueformat=HTML