I need to surface custom company information onto an hours report

[MattWindsor]

Hi Community,

We have a custom form on each company containing a couple of fields I want to make available within an hours report. I think I need to do an EXISTS statement, but I can't get this to work.

So far, I've pulled in the company field linked to the project where the hours are logged. I need to link this field (or ID) to the company.

Any ideas would be appreciated.

Thanks
Matt

[Richard_Le_ · Accepted solution]

Hi Matt,

Are you trying to filter your hours report based on a value in the company custom form? Or are you trying to pull in values from a company custom form into the report? The way I read your post it's the latter and you won't need an EXISTS statement as these are purely for filtering.

To pull company custom data into an hours report you just need to tell Workfront the path to the data in text mode. See below example, in an hours report we need to tell Workfront to first look at the project, then the company associated with the project and then a custom field called "Client Country". So in our textmode we have to output a value field of "project:company:DE:Client Country"

displayname=
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=company
namekeyargkey.2=DE:Client Country
querysort=project:company:DE:Client Country
textmode=true
valuefield=project:company:DE:Client Country
valueformat=HTML

Hope that helps.

Rich.

[MattWindsor]

Hi Rich,

Thanks for this, this worked a treat. I knew something was wrong with EXISTS. Textmode is still my Kryptonite.

Matt