How to pull data from User Typeahead field attached to the Project Object into a Task Report | Community
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BrownPaperBag
BrownPaperBag
Level 3
October 9, 2024
Solved

How to pull data from User Typeahead field attached to the Project Object into a Task Report

  • October 9, 2024
  • 2 replies
  • 2147 views

Hi community.

 

We want to pull a user name entered into a typeahead field at the project object level into a column in a task report.

 

In the task report, the typeahead field shows up as an available section to report with, but as this is a task report, I expect that it will only pull that data into the report if the data was entered into a form attached to the task. In this scenario, the data is actually attached to the project.

 

Here is the typeahead field as it appears in the 'Show in this column:' section of the task report editor

 and here is the text mode of that column when selected

... when saved, the column returns no data (it is blank)

 

I hoped that updating the valuefield line to project:CAM | Requestor Name:name would do the trick (see below), but it still shows up blank.

 

Keeping in mind, it is possible to pull some project data (such as the owner) into a task report using this method, for example:

gives you 

 

Any ideas on how we might achieve this?

 

Best answer by Doug_Den_Hoed__AtAppStore

 

Hi @brownpaperbag,

 

One (and possibly The Only) technique to pull a Typeahead user's name from a Project into a column on a Task report is to create a calculated parameter at the Project level that plucks it out of the Typeahead, then refer to that calculated parameter in the column of the Task report.

 

UPDATED: The link I cited is quite dated, and referred to a then upcoming backend improvement that could skip the calculated parameter interim step

 

Regards,

Doug

 

 

2 replies

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
October 9, 2024

 

Hi @brownpaperbag,

 

One (and possibly The Only) technique to pull a Typeahead user's name from a Project into a column on a Task report is to create a calculated parameter at the Project level that plucks it out of the Typeahead, then refer to that calculated parameter in the column of the Task report.

 

UPDATED: The link I cited is quite dated, and referred to a then upcoming backend improvement that could skip the calculated parameter interim step

 

Regards,

Doug

 

 

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
October 9, 2024

 

Hi again @brownpaperbag,

 

As updated above, I invite you to use  this syntax;

 

valueexpression={project}.{DE:Typeaheadfield name:name}

 

NOTE; the line above replaces the valuefield line in the column's textmode

 

Regards,

Doug

BrownPaperBag
BrownPaperBagAuthor
Level 3
October 9, 2024

Thank you Doug for the idea.

 

I've updated that as suggested, unfortunately its still not pulling in that data. Has this worked for you?

 

Here's the updated text

 

 

Sven-atClient
Sven-atClient
Level 3
October 9, 2024

Hi @brownpaperbag and @doug_den_hoed__atappstore 

 

You can easily traverse the parent object and present a typeahead. 

 

For example, I have a task report on which I show a project typeahead of Type user: 

 

valueexpression={project}.{DE:Business Partner:name}

 

In this way you can access all Out-of-box fields from the object (eg.g ID, emailAddr, name, title etc etc)

 

The only "weirdness" is that since the typeahead contains an object, you don't specify the attribute in separate curly brackets, but inside the field name. 

 

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