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Level 7
June 19, 2019
Question

Reporting on Typeahead Fields

  • June 19, 2019
  • 23 replies
  • 5464 views
Text mode has long been my achilles heel in Workfront, so I hope someone here can help me out. I have a Task report and I need to display information from a Project-level custom form, specifically one of the brand-new Typeahead fields. I can get the info to display easily in a Project report, but it doesn't show as an option in my Task report. Anyone know how I can use text mode to make this work? Thanks. Anthony Pernice Healthcare Consultancy Group
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23 replies

Level 7
June 19, 2019
And we have a winner! Thanks everyone! Anthony Pernice Healthcare Consultancy Group
Level 2
July 23, 2019
Hey @Josh Hardman , I'm having a hard time getting this to work for me. I have a typeahead user field on a task form. On the same form I have a calculated field to show if the user in the typeahead field is active. User Typeahead field name: Hardware Assigned To Calculated field name: Hardware User Status Calculated field format: text Calculation: {Hardware Assigned To:Is Active} On a task an active user is selected in the typeahead field, but the calculated field is still blank. I've recalcuated custom data, removed the user and put them back in the typeahead, opened and saved the custom form, still nothing is calculating. Any advice? Cory **UPDATE 7/23/19 I found that using camel case on the field name works for system fields. This is pulling a system field from the user in the typeahead field and displaying it in the calculated field on the same form: {Hardware Assigned To:isActive} I have not figured out how to pull in custom fields from the user in the typeahead field yet. Cory Anderson Cisco Systems- Communication Services
joshh79242137
Level 3
July 25, 2019
I believe you have to use the actual field name, not the label. So try this: {Hardware Assigned To:isActive} Josh Hardman Product Manager, Workfront
Level 2
July 25, 2019
Thanks Josh! I did figure that part out, but cannot figure out how to get data from custom fields that are attached to the user named in the typeahead field. Is that possible? Thanks, Cory Cory Anderson Cisco Systems- Communication Services
joshh79242137
Level 3
July 25, 2019
Unfortunately you can only access user native fields. Josh Hardman Product Manager, Workfront
Level 4
September 4, 2019
I have a field called Backup Requestor on my Request. I am trying to put a calculated field on my Project to get the name to pull through, so I can use it on other reports, but cannot figure out what to put in the calculation to get it to work. Any suggestions for what to put in the Calculation box? Kristine Ross Empower-Retirement
Level 8
September 4, 2019
Hey Kristine, Per Josh's note above: The calculation would be: {Typeahead Field Name:name} FYI, you can replace "name" in the calculation with any direct user field to get that value such as "title", "emailAddr", etc. So for your scenario, the calculation should be: {Backup Requestor:name} Thanks! Dustin Martin Assigned Support Engineer Workfront
Level 4
September 4, 2019
I get the Custom Expression Invalid Kristine Ross Empower-Retirement
Level 10
September 4, 2019
Kristine: You can't pull information from an existing request's custom form into a project custom form as far as I know. You can do a one-time copy--when you convert a request to a project it will pull the request information over at that point, but that's about it. -skye
Level 4
September 4, 2019
That is basically what i'm trying to do. Copy the value in the Backup Requestor Name field into a project form as it is creating, but I can't make it work. Kristine Ross Empower-Retirement