Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!

Task Info On Program Report

Avatar

Employee

Hi All,

I am creating a program report but would like to pull in information on a specific task in one of the projects. I have seen this syntax used before, but on task level reports. Does anyone know if this is possible on a program level report?

description=Signed LOI

displayname=Signed LOI

listdelimiter=

listmethod=nested(project.tasks).lists

textmode=true

type=iterate

valueexpression=IF(CONTAINS("Receive fully executed LOI and save in LF",{name}),IF(ISBLANK({actualCompletionDate}),"","Yes"))

valueformat=HTML

Thanks!

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

4 Replies

Avatar

Level 7

Hi Sarah,

Without trying the code myself, I'd guess the answer is yes, if it worked on a project level report it should work on a program level report with some minor changes...

For example, you'll want to preface the field names with {project}.{tasks}.{name}

Like this:

IF(CONTAINS("Receive fully executed LOI and save in LF",{project}.{tasks}.{name}),IF(ISBLANK({project}.{tasks}.{actualCompletionDate}),"","Yes"))

Let me know if that works for you.

Best -

Teale

Avatar

Employee
Hi Teale, That didn't work, but appreciate the thoughts! Thanks,Sarah

Avatar

Level 3

Hi Sarah,

Unfortunately, you won't be able to reference the task information from a program report.

Tasks are 2 objects (program>>projects>>tasks) away from the main object (program). When referencing collections in a column, you can only reference 1 object (program>>project) away from the main object (program).

If it works for your case, you could start with a report at a Project level, reference up to the Program and then reference the Tasks collection, or you could create a Task report and reference up to the Program.

Thanks,

Dan

Avatar

Employee
Thanks Dan - they want an in-line editable report and 99% of the information is on the program level, they just want information on one task (complete or not). Its a bummer that this isn't possible, but hopefully with new reporting next year it will be!