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I am trying to pull a task assignment report that lists the project name and project owner name - stumped!

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Level 1

@NicholeVargas I know I saw a few questions with something similar, but not exactly what I need.

 

I am replacing someone and need to pull a report that lists:

Project name

Project Owner

Task name contains "closeout"

Task status is not complete

Task status is late

 

I've tried a project, task and assignment report but can't seem to pull everything in that I need. 

 

Can someone help - I'm horrible at textmode!

 

Thanks,

Beth Dawson

1 Accepted Solution

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Correct answer by
Level 6

A Task report should work, you will be able to pull the project details as well.

 

Nijs_Gold_23_0-1743022840252.png

 

Nijs_Gold_23_1-1743022896817.png

 

 

text mode for Project Owner name:

valuefield=project:owner:name
valueformat=HTML
linkedname=project
namekey=view.relatedcolumn
namekeyargkey2=name
namekeyargkey.0=project
namekeyargkey.1=owner
querysort=project:owner:name

 

Hope this helps!

 

Please my post as 'Correct reply' if it helped you and also to help others.

Thanks!!

View solution in original post

3 Replies

Avatar

Correct answer by
Level 6

A Task report should work, you will be able to pull the project details as well.

 

Nijs_Gold_23_0-1743022840252.png

 

Nijs_Gold_23_1-1743022896817.png

 

 

text mode for Project Owner name:

valuefield=project:owner:name
valueformat=HTML
linkedname=project
namekey=view.relatedcolumn
namekeyargkey2=name
namekeyargkey.0=project
namekeyargkey.1=owner
querysort=project:owner:name

 

Hope this helps!

 

Please my post as 'Correct reply' if it helped you and also to help others.

Thanks!!

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Level 1

Thank you - I just needed the text mode fields - appreciate you rapid respone!

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Employee Advisor

@Beth_Dawson Looks like @Nijs_Gold_23 offered a solution below, which I'd also recommend! To just add on, whenever you are wanting to pull in multiple Workfront objects to a report (ex: both tasks and projects), I recommend starting off with the object that has the 1:1 relationship, which in this case would be a Task Report. Because a task can only be associated with one project (1:1 relationship) versus a project having many tasks (1:many relationship/collections), the latter option will require text mode to pull both objects into a report whereas the 1:1 relationships would not. 

Hopefully that provides some clarification!