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Portfolio Information in a Request/Issue Report

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Level 4

Hello,

I wanted to check to see how others have done this, as I was sure I did this in the past.

I wanted to get a custom field at the portfolio level, on an issue/request report. My first thinking was to create a calculated field to help pull in this information, but am having trouble getting to be where needed.

Thoughts?

Thanks in advance!

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1 Accepted Solution

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Correct answer by
Level 7

Hi Timothy -

I'm able to pull a custom field from a form at the Portfolio details using this code:

displayname=Portfolio - Product Group

linkedname=project

namekey=view.relatedcolumn

namekeyargkey.0=project

namekeyargkey.1=portfolio

namekeyargkey.2=DE:GCP Product Group

querysort=project:portfolio:DE:GCP Product Group

textmode=true

valuefield=project:portfolio:DE:GCP Product Group

valueformat=HTML

Hope this helps,

Teale

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2 Replies

Avatar

Correct answer by
Level 7

Hi Timothy -

I'm able to pull a custom field from a form at the Portfolio details using this code:

displayname=Portfolio - Product Group

linkedname=project

namekey=view.relatedcolumn

namekeyargkey.0=project

namekeyargkey.1=portfolio

namekeyargkey.2=DE:GCP Product Group

querysort=project:portfolio:DE:GCP Product Group

textmode=true

valuefield=project:portfolio:DE:GCP Product Group

valueformat=HTML

Hope this helps,

Teale