Project Template ViewAre you able to view all of the Task Custom forms attached to a Project Template? | Community
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Chris_Thygersen
Level 2
August 31, 2020
Question

Project Template ViewAre you able to view all of the Task Custom forms attached to a Project Template?

  • August 31, 2020
  • 2 replies
  • 1179 views

I have added the Project Categories (custom forms) to the view but having an issue listing the task categories (custom forms).

I have attached a Mock Up to help show the information I am looking for.

Thanks in advance for the help!

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    2 replies

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    August 31, 2020

    Hi Chris,

    I might be wrong, but suspect that Templates to Tasks to Custom Forms is one iteration too many for Worfkfront's textmode syntax.

    Alternatively, if you create a Template Task report (perhaps restricted to Task Number = 1 to "fake" one row per Tempalate), you could then reach "up" to the Template and enumerate the Project)custom forms, and "across" to enumerate the Task custom forms, assuming that Template Task Number 1 has all the Task Level forms of interest attached.

    Regards,

    Doug

    C
    Chris_ThygersenAuthor
    Level 2
    August 31, 2020

    Thank you Doug. I have a view within a Project that shows the Project & Tasks custom forms attached to each task but would like to do this when looking at all of the Project templates in the system. A simple way to see all settings on the templates without going each ones settings to see what task forms are attached. I have tried text mode and collections and can not get this to display.

    E
    EllenHe
    Level 2
    October 15, 2021

    Hi Chris - how do you do this? I am doing project cleanup and need to see which custom form is attached to each task, but I can't figure out how to make that column show in my view.

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    August 31, 2020

    Huh: that's interesting, Chris.

    I am pleasantly surprised that your Project level view pulls back the (multiple) custom forms on Tasks, which is why I'd suggested a Template Task report. However, given that you've had that success, I would expect that something similar should also be possible from a Template to list all of the Template Task custom forms (e.g. changing a "Task" reference to a "Template Task" reference, somewhere within the textmode.

    If you'd like to post a screenshot of the Project view's column that enumerates the Tasks custom forms and the text that drives it, perhaps we can Spot The Difference.

    Regards,

    Doug

    C
    Chris_ThygersenAuthor
    Level 2
    September 1, 2020

    The templates will pull all the Project forms but not the Tasks. Great thinking...Tried the templateTask in a collection and adding in textmode. No Luck.

    G
    GalenMa
    Level 2
    April 26, 2021

    Chris, can I ask if you ever got this working the way you wanted? Could you share how you configured the Project Custom Forms column?

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