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lizpowell
Level 2
January 17, 2024
Solved

Remove Portfolio ID?

  • January 17, 2024
  • 2 replies
  • 719 views

Hi! I am using a custom field to try and pull in a portfolio name into a task level report. It is working, kind of....

 

This is what I am seeing: "PIM | Cash Plus Portfolio (Portfolio-635067a0003b97d9b601c8c31d08ac3d)". But I just want to see "PIM | Cash Plus Portfolio".

 

This is the code I am using:

 

displayname=Portfolio Sub-Family
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=program
namekeyargkey.1=Portfolio
querysort=DE:project:program:Portfolio
textmode=true
valuefield=project:program:Portfolio
valueformat=HTML

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Best answer by VicSellers

@lizpowell - I would give the text mode below a try, let me know if it doesn't work!

valuefield=project:portfolio:name querysort=project:portfolio:name valueformat=HTML displayname=Portfolio Sub-Family linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolio:name

2 replies

VicSellers
Community Advisor
VicSellersCommunity AdvisorAccepted solution
Community Advisor
January 17, 2024

@lizpowell - I would give the text mode below a try, let me know if it doesn't work!

valuefield=project:portfolio:name querysort=project:portfolio:name valueformat=HTML displayname=Portfolio Sub-Family linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolio:name
L
lizpowellAuthor
Level 2
January 17, 2024

This worked!!! THANK YOU! 

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
January 17, 2024

Hi Liz -

 

Can you share the calculation you are using on the custom field? That will need to be modified to get you what you need but typically you need to change references of ID to Name.

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