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JHulet
Level 3
January 17, 2025
Solved

Show task name with custom form attached in Project Report

  • January 17, 2025
  • 2 replies
  • 601 views

I am trying to pull in the tasks name that have a specific custom form attached to it into a project report.

 

On all our deliverable parent tasks, we have a custom form called "Creative Brief," and I would like to run a project report with any tasks within a project that have this custom form attached. I would also like the tasks to be hyperlinked, they can click on the task and go right to it within the project.

 

Do anyone have text mode for this? PLEASE AND THANK YOU!

Best answer by Richard_Le_

Hi,

 

It's possible to display all tasks with a specific custom form attached in a project report, however not as clickable hyperlinks. Tasks are classed as a collection in a project report (since a project can have multiple tasks) and to my knowledge, you can't output a clickable link from a collection. If your happy to not have the tasks as clickable links, give the following text made a go (you'll just need to insert the custom form ID where indicated):

 

displayname=Creative Brief Tasks listdelimiter=<div> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({categoryID}="INSERT CUSTOM FORM ID HERE",{name}) valueformat=HTML

 

Have you considered using a task report filtered by categoryID (a.k.a custom form ID) and grouped by project instead? Using this type of report the task names will be clickable.

 

Best Regards,

Rich.

2 replies

R
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
January 20, 2025

Hi,

 

It's possible to display all tasks with a specific custom form attached in a project report, however not as clickable hyperlinks. Tasks are classed as a collection in a project report (since a project can have multiple tasks) and to my knowledge, you can't output a clickable link from a collection. If your happy to not have the tasks as clickable links, give the following text made a go (you'll just need to insert the custom form ID where indicated):

 

displayname=Creative Brief Tasks listdelimiter=<div> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({categoryID}="INSERT CUSTOM FORM ID HERE",{name}) valueformat=HTML

 

Have you considered using a task report filtered by categoryID (a.k.a custom form ID) and grouped by project instead? Using this type of report the task names will be clickable.

 

Best Regards,

Rich.

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
January 21, 2025

"and to my knowledge, you can't output a clickable link from a collection"

That is correct

    KellieGardner
    Community Advisor
    KellieGardnerCommunity Advisor
    Community Advisor
    January 21, 2025

    What is your closing criteria (what are your current filters)? It might help to know how you are currently attempting to see if anyone can offer an alternate solution to help you get there.

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