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How to Report on Custom Forms Associated with Projects?

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Level 2
Is there a way to create a report to show which custom reports are attached to which projects? For example, how would someone create a report that would indicate that Project #1 has custom form X and Y attached, Project #2 only has custom form Y and Project #3 has no custom forms attached? Any ideas? David Clayton MaritzCX
3 Replies

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Level 4
David, This is absolutely possible. What you will be doing is creating a collection field that will identify all the Custom Forms associated with a project. Here are the steps: 1 - Create a Project Report 2 - Add a column and go to Text Mode 3 - Copy and Paste the following displayname=Custom Forms listdelimiter= listmethod=nested(objectCategories).lists textmode=true type=iterate valuefield=category:name valueformat=HTML Save and Close You can customize the other columns as required. I hope this helps! Thanks, David David Taylor - moventus davidtaylor@moventus.net 303-519-5238

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Level 10
Create a Project Report (Filter to display the projects you want to see). Add a column called Category Name (see screen shots). In an effort to be super-intuitive Workfront called the Custom Form a Category. Custom Form = Category. Makes sense right? �� So any time you want to Filter, View, or Group on a Custom Form you would use Category. Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 2
Thank you for both replies. I tried them and both work great. I appreciate your help. David Clayton MaritzCX