Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!
SOLVED

Portfolio Information in a Request/Issue Report

Avatar

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!

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

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

View solution in original post

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