Report View: Display Typeahead Text Field as Column using Text Mode | Community
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Mylah_D
Level 4
October 23, 2020
Solved

Report View: Display Typeahead Text Field as Column using Text Mode

  • October 23, 2020
  • 8 replies
  • 2211 views

Hello -

There doesn't appear to be native support for setting Typeahead fields as columns in report view. I have pointed the column to the values I want in text mode, however, I'm getting the whole object when I run the report.

In this case, I want a USER object typeahead field to show me the name of the user.

In text mode for the view, so far, I have:

displayname=Owner

textmode=true

valuefield=XYowner

valueformat=customDataLabelsAsString

When I run the report as is, the value that shows in the column/row (e.g.):

{"objCode":"USER","name":"Jack Jackson","ID":"5xxxxx326xxx0537abc12345d6089e48xx17"}

All we want to display is the "Jack Jackson".

Is there a way to parse the name out and omit the rest?

Thank you.

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    Best answer by SarahNa

    Hi Mylah -

    Try this:

    displayname=Owner

    textmode=true

    valuefield=XYowner:name

    valueformat=customReferenceObjectAsString

    Hope that helps!

    8 replies

    S
    SarahNaAccepted solution
    Level 6
    October 23, 2020

    Hi Mylah -

    Try this:

    displayname=Owner

    textmode=true

    valuefield=XYowner:name

    valueformat=customReferenceObjectAsString

    Hope that helps!

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      October 23, 2020

      Very nice, Sarah: thanks for sharing!

      May I ask where you found that particular gem?

      Regards,

      Doug

      S
      SarahNa
      Level 6
      October 23, 2020

      Hey Doug,

      We have one user typeahead field that we use so I just created a new report and found the field. They are not listed under the object name anymore, they get their own section (screenshot 1). Then switched to text mode and pulled out the syntax (screenshot 2).

      Glad you like!

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      October 23, 2020

      Ahh...I see! Excellent Find, and thanks again.

      Regards,

      Doug

        N
        NRYNR
        Level 10
        October 23, 2020

        Nice work... added to the WF-Pro.com "Text Mode Examples" for future reference.

          M
          Mylah_DAuthor
          Level 4
          October 23, 2020

          Thanks so much. Sarah's solution worked beautifully.

          Best,

          Mylah

          M
          Mylah_DAuthor
          Level 4
          October 23, 2020

          However, in our instance, when I try to create a new project report, my field still does not show up anywhere in another section (unlike Sarah's screenshot.) Please see this screenshot. Our field is called "TG Individual Owner" and, comparing it to Sarah's screenshot, I would have expected to see it appear after "TG Group Owner". I couldn't find any expandable section in the list that allowed me to choose between ID and Name for that object. Hmmm. I hope I'm missing something obvious here. I'll come back and let everyone know how this ultimately resolves.

          skyehansen
          Community Advisor
          skyehansenCommunity Advisor
          October 23, 2020

          hi Mylah, your screenshot is of fields in the Project section. Can you scroll down and confirm you don't have a TG Individual Owner section (i.e. grey bar that says TG Individual Owner, toward the bottom of your scroll list)

          M
          Mylah_DAuthor
          Level 4
          October 24, 2020

          Hi,

          Thanks, Skye. I found it.

          I had been trying to limit the list by typing "Owner" in the project field name (as in screenshot), and it wasn't among the options presented,. However, just scrolling down to the bottom of the list, I found it.

          @Erec Cano‚ we can cancel our meeting early next week & I'll mark the case resolved.

          Thx, all!

          R
          ryanbrogz1
          Level 4
          January 14, 2021

          Is there any trick to getting this working when the custom form is at the project level and I'm trying to make a task level report? I have the exact same issue where I just need the users name, but it just displays as blank when I add :name to the valuefield and changing valueformat to customReferenceObjectAsString as what was done in this thread.

          displayname=

          linkedname=project

          namekey=view.relatedcolumn

          namekeyargkey.0=project

          namekeyargkey.1=FIELD NAME

          querysort=DE:project:FIELD NAME

          textmode=true

          valuefield=project:FIELD NAME

          valueformat=customDataLabelsAsString

          Is what I have that shows the {"objCode":"USER","name":"Joe Smith","ID":"xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}. Any thoughts for just the name?

          S
          SarahNa
          Level 6
          January 14, 2021

          Hey Ryan,

          We were unable to figure out how to do this without creating a reference field. On the project level, I created a calculated field - {FIELD NAME:name} - then I used that field when reporting.

          Hope that helps!

          R
          ryanbrogz1
          Level 4
          January 14, 2021

          Thanks for taking a look, I really appreciate it. I was hoping to avoid that one, just to avoid cluttering up the custom forms more, but that does work for the report side so might be the way I go. Thanks again!

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