Return milestone name in different field and renaming the information

[MennoLa]

Dear all,

my goal is to return the information from the field Milestone: name to Parent milestone in each line (also in lines that are new created in projects)

ive managed this for 1 parent level deep but not to level 2,3 etc... as shown below:

i created this by using the code:

textmode=true
valuefield=parent:milestone:name
valueformat=

in addition to this i would like to Rename the information automatically.

can any one help me out?

[Kellie_sphere]

@MennoLa - are you only trying to accomplish this in a view or report? Or do you want it to populate somewhere else (like on a custom form)?

[MennoLa]

in a view, but if its possible to have it in a report then that's also possible

[KellieGardner]

The milestone is only stored on the one object in the task list. Because of this you will have to reference that object to get the information. So to get the milestone, it's either on the object, it's parent, it's parent's parent, etc. 

Example with a single milestone tied to only the top parent task

displayname=Parent Milestone
linkedname=parent
namekey=view.relatedcolumn
namekeyargkey.0=parent
namekeyargkey.1=milestoneID
querysort=parent:milestoneID
textmode=true
valuefield=parent:milestone:name
valueformat=HTML

displayname=Parent Parent Milestone
linkedname=parent
namekey=view.relatedcolumn
namekeyargkey.0=parent
namekeyargkey.1=milestoneID
querysort=parent:milestoneID
textmode=true
valuefield=parent:parent:milestone:name
valueformat=HTML

Data will fill out a little more when you get into a place where you are using multiple milestones in your project as below:

[MennoLa]

thanks a lot this is in the right way but i prefer just 1 column with the information. is this possible?

[KellieGardner · Accepted solution]

You can do an expression that will combine them. 

This will have to be a series depending on how deep you go on your parent task structure. Also, this will combine them all - so if you have a task that has a milestone and then also it lives under a parent task that has a milestone it will include both. 

Feel free to edit based on your needs

displayname=Parent Milestones
textmode=true
valueexpression=CONCAT({milestone}.{name}," ",{parent}.{milestone}.{name}," ",{parent}.{parent}.{milestone}.{name})

Depending on the complexity of your structure you may want to edit this code a bit to get what you need. Just know that the first "milestone.name" is the actual task milestone if it exists, and then each parent is preceded by the corresponding number of indents with the word "parent" to pull in that parent's milestone if it exists. If you needed to add another indent it would be {parent}.{parent}.{parent}.{milestone}.{name} and so on... 

This is all a little advanced so if you aren't familiar you can learn about advanced reporting here.

Additionally, something I've done previously was to add a custom form to tasks that had a calculated field for parent task milestone on it. This way it would just capture on the form what the milestone name was and then that can be pulled into reporting and views natively.

[kautuk_sahni]

@MennoLa just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!