Hello,
I created a Journal Entry report and added Portfolio: Name as one of the fields, but for some reason the portfolio name does not appear in the field.
Does anyone know why?
Solved! Go to Solution.
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Hello @MariolaWi1, You need to search for the Portfolio ID under Project and then use text mode to obtain the portfolio name. Give this a try.
displayname=Portfolio
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=portfolio:name
querysort=project:portfolio:name
valuefield=project:portfolio:name
valueformat=HTML
Hello @MariolaWi1, You need to search for the Portfolio ID under Project and then use text mode to obtain the portfolio name. Give this a try.
displayname=Portfolio
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=portfolio:name
querysort=project:portfolio:name
valuefield=project:portfolio:name
valueformat=HTML
Is working 🙂 thank you so much Manish 🙂
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