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cma1
July 17, 2023
Question

Help with Text Mode in a column

  • July 17, 2023
  • 2 replies
  • 690 views

Looking for some thoughts/help with creating a custom column on both project and task reports.

 

I want to create a column called "Final Deliverable Due Date" that would display the due on date tied to a specific task. The name of the task varies across our project templates but they all contain "Go Live" in the task name. The date should show regardless of whether the task can be started or not. 

 

We currently have a manual field in the custom form for final deliverable date, but trying to automated since our PMs largely make adjustments on the project timeline and not in the form. Also this date would be different than the planned completion date of the project. 

 

Thanks for any input. 

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2 replies

VicSellers
Community Advisor
VicSellersCommunity Advisor
Community Advisor
July 17, 2023

Hi @cma1 - I added some text mode starting points below, hope this helps!

 

Project Level Report

**Disclaimer: The below text mode assumes the name of the task is "Go Live" and doesn't include a contains statement. I don't know from this documentation if a contains is possible on an IF statement, but maybe someone else from the community page can provide input. This might help you get started though!

displayname=Final Deliverable Due Date listdelimiter=<div> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({name}="Go Live",CONCAT("",{plannedCompletionDate}),"") valueformat=HTML

 

Task Level Report

Note: I copied the text mode for this, but you can really just go Advanced Options > Add a Rule on this Column on a Planned Complete Date column and change the back-end to Task > Name contains Go Live

valuefield=plannedCompletionDate querysort=plannedCompletionDate valueformat=atDate displayname=Final Deliverable Due Date linkedname=direct namekey=plannedCompletionDate styledef.case.0.comparison.leftmethod=name styledef.case.0.comparison.lefttext=name styledef.case.0.comparison.righttext=Go Live styledef.case.0.comparison.operator=cicontains styledef.case.0.comparison.operatortype=string styledef.case.0.comparison.icon=false styledef.case.0.comparison.truetext=

 

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
July 17, 2023

Hi,

 

Just following on from @vicsellers's great advice, you can use a contains operator within an IF statement. So your text mode would look like this in a project report:

 

displayname=Final Deliverable Due Date listdelimiter=<div> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF(CONTAINS("Go Live",{name}),CONCAT({name},"-"{plannedCompletionDate}),"") valueformat=HTML

 

What this text mode is doing is looping through all of the tasks in your project, and looking for tasks that contain "Go Live" in the name. If a task does have "Go Live" in the name, it will add it to a list in your view showing the task name followed by the planned completion date.

 

A great article on Experience League of all the different text mode operators you can use is here.

 

Hope this helps!

 

Best Regards,

Rich.

 

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