Reporting on Typeahead Fields

[AnthonyPernice]

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

[EXP_-_DustinMa]

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

[DreadkiailiWork]

I get the Custom Expression Invalid Kristine Ross Empower-Retirement

[SkyeHa]

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

[EXP_-_DustinMa]

Aha Skye caught my mistake.. I didn't pay enough attention. The issue you'll run into Kristine is that the project object is 'above' the issue object. So you can do a collections, but that can only be done on a view, not as a calculated field. The reason behind this is because you can have multiple issues on a project, so the system has no idea which issue you're referring to. Hope that helps! Thanks, Dustin Martin Assigned Support Engineer Workfront

[DreadkiailiWork]

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

[SkyeHa]

Kristine: You should just put the same field (not the calculated field) in the project custom form. When you convert it to the project using a template with that custom form, all the information should carry over. -skye

[KAM30]

Hi everyone, I'm trying to follow this thread but having difficulty. On my custom form called Intake (it creates project, task, issue object types) I have a typeahead user field with the name of "MCCMS Intake Who is your SupervisorUserName". On the same custom form, I'm trying to create a calculated text field using the syntax of {Who is Your SupervisorMCCMS Intake Who is your SupervisorUserName:name} but it says invalid. I've even used the Fields lookup and it says "It doesn't look like that matches any available fields"

Any help would be appreciated. Thanks. 

[skyehansen]

Just leaving a reminder at the bottom of this thread that due to 22.3 release, you should check older syntax such as what's advised here, against what is currently prescribed.

https://experienceleague.adobe.com/docs/workfront/using/product-announcements/product-releases/relea...

[KAM30]

Thank you for sharing that product release. That did it. By typing DE: after the first curly bracket it worked.

To summarize my use case . . . 

1. I created a custom form intake form (project, task, issue object types).
2. I have a typehead field - user - to capture the supervisor's name, named: MCCMS Intake Who is your SupervisorUserName
3. On the same form, there is a text calculation field with the formula: {DE:MCCMS Intake Who is your SupervisorUserName:name}. This is called My Supervisor Calculated
4. I added "My Supervisor Caculated" on the task report.

I did find any issue that had already been converted to a project wouldn't recognize the field. I had to delete the project and convert it again. 

[ErichG]

Excellent thread with lots of good information. I can't escape the thought that the Typeahead field type would be much more powerful with the ability to report on custom fields associated to that object. I took the liberty of submitting this idea on the exchange. https://experience.workfront.com/s/idea/0870z000000XhPJAA0/detail Erich Giltinan Navy Federal Credit Union