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

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Level 2

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!0690z000009D79BAAS.png

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7 Replies

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Level 10

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

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Level 2

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.

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Level 2

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.

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Level 10

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

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Level 2

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.

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Level 3

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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Level 2

Hello Galen - This is the what I use to pull the Project custom form data but I am still not able to pull the task custom form data. After, Talking with WF Engineering we are unable to get to the task custom forms.

listdelimiter=<div>

name=Project Custom Forms

styledef.case.0.comparison.icon=false

styledef.case.0.comparison.leftmethod=category.name

styledef.case.0.comparison.lefttext=category.name

styledef.case.0.comparison.operator=notblank

styledef.case.0.comparison.operatortype=string

styledef.case.0.comparison.righttext=

styledef.case.0.comparison.trueproperty.0.name=bgcolor

styledef.case.0.comparison.trueproperty.0.value=F1F1F1

styledef.case.0.comparison.truetext=

styledef.case.1.comparison.icon=false

styledef.case.1.comparison.leftmethod=category.name

styledef.case.1.comparison.lefttext=category.name

styledef.case.1.comparison.operator=isblank

styledef.case.1.comparison.operatortype=string

styledef.case.1.comparison.righttext=

styledef.case.1.comparison.trueproperty.0.name=bgcolor

styledef.case.1.comparison.trueproperty.0.value=F1F1F1

styledef.case.1.comparison.truetext=

textmode=true

tile.name=component.objectcategories

usewidths=true

valuefield=customFormsNames

valueformat=HTML

viewalias=category.name

width=275