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SOLVED

Pulling a Specific Job Role via Text Mode

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Level 1

I need help pulling a specific information for a column for one of our job roles. What would I use as a text mode in order to pull "Creative Project Manager" job role from our database? I am pulling a project report to know which PM's are on which project without having to go into each project. 

1 Accepted Solution

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Correct answer by
Level 10

Try this instead:

 

displayname=PM's On This Project
listdelimiter=<br>
listmethod=nested(projectUsers).lists
textmode=true
type=iterate
valueexpression=IF({user}.{roleID}="INSERT ROLE ID HERE",{user}.{name})
valueformat=HTML

That should work. 

View solution in original post

13 Replies

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Level 4

How is the PM indicated on your projects, via a custom field or are they the owner?  If they're on a task on the project then you may be able to use assignments.

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Level 1

They are not the owners of the project but they are one of many assigned to multiple tasks.

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Level 4

You will probably need a task report and show a column for assignments.  Then you can filter via Assignment Roles > ID to narrow it down to Creative Project Manager.

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Level 1

I tried that and it still will not pull the CPM that I need and it is also listing the project name multiple times. 

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Level 10

Hi,

 

You will be able to achieve this with the following text mode:

 

listdelimiter=<br>
valueexpression=IF(CONTAINS(“Creative Project Manager”,{user}.{role}.{name}),{user}.{name})
listmethod=nested(projectUsers).lists
valueformat=HTML
displayname=PM's On This Project
textmode=true
type=iterate

Using the above code, Workfront will return any members of the project team (i.e., anyone assigned to tasks, the owner, or sponsor) who have Creative Project Manager as their primary role.

 

Best Regards,

Rich. 

 

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Level 1

I tried this and the column is still showing blank, even though when I click into the jobs, there are users listed as Creative Project Manager. So I am not sure why it is not pulling their name. 

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Level 10

Do these users have Creative Project Manager set as their primary role in the system, or are they secondary roles?

Avatar

Correct answer by
Level 10

Try this instead:

 

displayname=PM's On This Project
listdelimiter=<br>
listmethod=nested(projectUsers).lists
textmode=true
type=iterate
valueexpression=IF({user}.{roleID}="INSERT ROLE ID HERE",{user}.{name})
valueformat=HTML

That should work.