How do I nest a task field into a project report? Also, is there a way to use a calculation field to calculate a project and a task field together? | Community
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Pat_Paterson
Level 4
June 20, 2022
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How do I nest a task field into a project report? Also, is there a way to use a calculation field to calculate a project and a task field together?

  • June 20, 2022
  • 2 replies
  • 1083 views
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    Best answer by RandyRoberts

    Tasks in a project report are collections (one to many) because a project can have many tasks. You can display a collection with standard collection code:

    displayname=Call this whatever you like

    listdelimiter=<br>

    listmethod=nested(object).lists

    textmode=true

    type=iterate

    valuefield=name

    valueformat=HTML

    Edit the BOLD Underlined items to customize.

    In your case, you want to display a field in a form attached to a task in a project, right?

    If so, you could use the following:

    displayname=Spelling field value

    listdelimiter=<br>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression={DE:Spelling}

    valueformat=HTML

    This example displays a custom field called "Spelling" on a form attached to some of the tasks.

    If it's a custom field, use "valueexpression={DE:Field Name}", like the example.

    If it's a built-in field, use "valuefield=fieldName"

    Is this what you needed?

    2 replies

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity AdvisorAccepted solution
    Community Advisor
    June 21, 2022

    Tasks in a project report are collections (one to many) because a project can have many tasks. You can display a collection with standard collection code:

    displayname=Call this whatever you like

    listdelimiter=<br>

    listmethod=nested(object).lists

    textmode=true

    type=iterate

    valuefield=name

    valueformat=HTML

    Edit the BOLD Underlined items to customize.

    In your case, you want to display a field in a form attached to a task in a project, right?

    If so, you could use the following:

    displayname=Spelling field value

    listdelimiter=<br>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression={DE:Spelling}

    valueformat=HTML

    This example displays a custom field called "Spelling" on a form attached to some of the tasks.

    If it's a custom field, use "valueexpression={DE:Field Name}", like the example.

    If it's a built-in field, use "valuefield=fieldName"

    Is this what you needed?

      P
      Pat_PatersonAuthor
      Level 4
      June 21, 2022

      Thanks Randy, this is exactly what I was looking for. I do have a follow up question though. How would I bring in a customized project field into a calculated task field? Like If I'm referencing the custom project level field in a task level calculated field?

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      June 21, 2022

      Fortunately, the calculated fields use the same syntax as the reporting modules now. Since a task is owned by a project and you're on a task level form, you would use "{project}.{DE:projectField}".

      If you just type in a field name, it assumes its a task field since you're on the task level. To go up one level to the parent, you would list the parent in the first set of curly brackets, then a dot (.) and then the task field you want in the second curly brackets.

      P
      Pat_PatersonAuthor
      Level 4
      June 22, 2022

      Thanks Randy! All your responses have been very helpful. I've also tried nesting customized portfolio fields using the codes that worked for nesting tasks in a project report, but it doesn't seem to work. Outside of changing the nested object to Portfolio, is there anything else that I should be doing differently?

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