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SOLVED

Remove Portfolio ID?

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Level 2

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

1 Accepted Solution

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Correct answer by
Level 6

@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

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3 Replies

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Correct answer by
Level 6

@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

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Community Advisor

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.