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How to get a task custom field to display on a project report?

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Level 5

I have a task report that has a column for a custom field that we attach to tasks.

displayname=

linkedname=direct

namekey=Medical Notes

querysort=DE:Medical Notes

valuefield=Medical Notes

valueformat=customDataLabelsAsString

We also have a project report that is used by the team and I need to add a column on that report that displays these notes.

I'm striking out with every combination I try. Any ideas?

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6 Replies

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Level 8

I tried several things as well with no luck. Could it be that you can't report on this because 1 project could have many different tasks and all of those tasks could have different information that's all trying to relay into one cell in your report?

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Level 10

Hi - because you have a many to one relationship with projects and tasks, you have to do a collection in your project report. Here is the info on Workfront One for collections: https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FRe...

Based on what you have, I'm thinking your code would be the below.

valueformat=customDataLabelAsString

textmode=true

type=iterate

listdelimiter=<br>

displayname=Medical Notes

listmethod=nested(task).lists

valuefield=Medical Notes

Try that out. 🙂

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Level 10

Hmm... try this then with the CONCAT

displayname=Medical Notes

listdelimiter=<br>

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=CONCAT({DE:Medical Notes})

valueformat=HTML

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Level 5

Yay! that worked. I'm going to create and "Ask Anthony" group lol.

Thankyou for saving me once again!

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Level 10

LOL! Glad that work! As long as you have the Text Mode Reporting tag on your question, I'll see it. 😉