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Reference Task's collection in project report

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Level 5

Is it possible to reference a task's collection in a project report? Yes I know that I can just make a task report for this but I would like to get to know the syntax and what the limitations are before creating a whole new report.

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6 Replies

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Community Advisor

Lawson02, yes, you can do this but you'll need to do textmode.  This link, https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/reference-col... gives a good example of the format to show tasks in a project report like you need.

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Level 5

Yes I read this article, do I reference a task's collection using nested(tasks:objectcategories).list?

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Community Advisor

Lawson, here's a sample from my environment we use to help.  This is using a valueexpression but should give you an idea on what the syntax looks like.

 

Collection Example:  Show only Development milestone tasks in format “task name – task status”

displayname=Development

valueformat=HTML

listdelimiter=<p>

textmode=true

valueexpression=IF({milestone}.{name}="Development",CONCAT({name}," - ",{progressStatus}))

type=iterate

listmethod=nested(tasks).lists

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Level 5

Is there a way that I can use a value expression and also include the clickable link to edit the form in the field or is that specific to valuefield?

 

valueexpression=IF({category}.{name}="Sampling Form", {category}.{name})

Lawson02_0-1735932114658.png

 

Currently I have: 
displayname=Category Names
listdelimiter=<p>
listmethod=nested(tasks).lists
type=iterate
valueexpression=IF({category}.{name}="Sampling Form",{category}.{name})
valueformat=HTML

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Level 5

The screenshot I posted was an example of what I wanted it to look like, this is what I have currently

Lawson02_0-1735932228661.png

 

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Community Advisor

Lawson02, there's not a way to make these iterated lists be clickable that's the downside of needing textmode for expressions to pull data.  But I wonder if you could do a shared column with one column being your textmode and a second column being the category name and you could use advanced options to do formatting where text says Click Here for that category name field.  So it would look something like this once merged.  Here's link to shared col setup, https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/custom-view-samples/vie....  Again, its a thought, I've never done this with category name but I have with other fields.

 

Sampling Form

CLICK HERE