Field that links to actual project expense in Expense Report | Community
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C
ChristineZh
Level 3
November 9, 2021
Solved

Field that links to actual project expense in Expense Report

  • November 9, 2021
  • 3 replies
  • 1002 views

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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    Best answer by MikeHa1

    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

    3 replies

    MikeHa1
    MikeHa1
    Level 3
    November 9, 2021

    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

    C
    ChristineZhAuthor
    Level 3
    November 10, 2021

    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!

    MikeHa1
    MikeHa1Accepted solution
    Level 3
    November 10, 2021

    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

      C
      ChristineZhAuthor
      Level 3
      November 10, 2021

      Amazing, thank you so much Mike!

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