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CarolCaruso
CarolCaruso
Level 2
November 25, 2024
Solved

Portfolio Column in a task report

  • November 25, 2024
  • 1 reply
  • 641 views

I am trying to get a portfolio column to show up in a task report. What am I doing wrong? I don't want to group by portfolio; just a column showing the portfolio associated with the project and task.

displayname=Product Segment
linkedname=lastConditionNote
namekey=view.relatedcolumn
namekeyargkey.0=lastConditionNote
namekeyargkey.1=portfolio:name
querysort=lastConditionNote:portfolio:name
textmode=true
valuefield=lastConditionNote:portfolio:name
valueformat=HTML

 

 

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Best answer by Lyndsy-Denk

Hi, @carolcaruso. Based on the text mode you pasted, it appears your column is referencing the last condition note of the task first. You want to reference the task's project's portfolio. Thus 

valuefield=project:portfolio:name
  1. When adding a column, start typing in the search bar "project portfolio."
  2. You should have the option to select "Portfolio ID" under the Project grouping of fields.
  3. Switch to text mode and update the valuefield from "project:portfolioID" to "project:portfolio:name"

P.S. If you're not familiar with the API Explorer, check it out. This helps you figure out which report objects you can reference based on the report type.

1 reply

Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity AdvisorAccepted solution
Community Advisor
November 26, 2024

Hi, @carolcaruso. Based on the text mode you pasted, it appears your column is referencing the last condition note of the task first. You want to reference the task's project's portfolio. Thus 

valuefield=project:portfolio:name
  1. When adding a column, start typing in the search bar "project portfolio."
  2. You should have the option to select "Portfolio ID" under the Project grouping of fields.
  3. Switch to text mode and update the valuefield from "project:portfolioID" to "project:portfolio:name"

P.S. If you're not familiar with the API Explorer, check it out. This helps you figure out which report objects you can reference based on the report type.

    CarolCaruso
    CarolCarusoAuthor
    Level 2
    November 26, 2024

    Hi @lyndsy-denk - that did the trick! I started with that field but changed all instances of ID to :name.  Which is where I then started confusing myself.  I've taken a few webinars on API explorer with Workfront but I'm not fully confident with it yet.  I appreciate your help though and it solved my problem! Thank you!

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