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Task report column - pulling info from predecessor

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Level 2

I have a custom form within a task for users to fill out a deploy date and time for emails. I am looking for a way to show this value on a task report for the next task which is to deploy the email. I would like to show this value in the column of the report, but there is no option. However, there is an option to filter to this date on the report. Filter - Predecessor - deploy date and time.

 

I cant figure out the text mode for the column. I don't understand how I have the option to filter this value, but not simply show it on the column.

 

This is what I have so far that comes up blank:

 

displayname=Deploy Date
linkedname=predecessorsMM
namekey=view.relatedcolumn
namekeyargkey.0=predecessorsMM
namekeyargkey.1=Deployment Date and Time
querysort=DE:predecessorsMM:Deployment Date and Time
textmode=true
valuefield=predecessorsMM:Deployment Date and Time
valueformat=customDateAsLongDateString

 

I tried removing the "MM" adding an S on the end, nothing.

 

There is a column option to pull this data from the parent or project level, but the data doesn't end up on either.

 

TLDR: Users enter date and time on a task form and I want to display this on a report for the next task.

 

 

5 Replies

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Community Advisor

This one displays predecessor task number, name, primary assignee, and your custom field

displayname=Predecessor(s)
listdelimiter=<br>
listmethod=nested(task.predecessors).lists
textmode=true
type=iterate
valueexpression=CONCAT("(Task#: ",{predecessor}.{taskNumber},") - ",{predecessor}.{name}," - ",{predecessor}.{assignedTo}.{name}," - ",{predecessor}.{DE:Deployment Date and Time})
valueformat=HTML

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Level 4

@steveb25 

If the displayed task has multiple predecessors you may need to add an IF clause so you only display what Randy wrote if that custom field exists on the predecessor

 

valueexpression=IF(ISBLANK({predecessor}.{DE:Deployment Date and Time}), "", .....

 

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Level 2

@Sven-iX @RandyRoberts 

 

Thank you both for your suggestions, but they did not work.

 

Sven, would you mind writing out the entire valueexpression for me and I can try again? I might be a little confused there as text mode isn't my expertise.

 

@Sheri_Whitten this is what I am running in to and trying to find a way to resolve without adding it to the project level form.

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Community Advisor

Not totally understanding your setup, I ran a couple quick tests. I think the custom form that's added to a task to capture your deploy date, only adds that custom information to that specific task. If you add that same custom form to the next task, it doesn't seem to be connected - I can choose two different dates (but that custom field does display fine on a task report). The only way I can see to tie that date together and have the same date show on all tasks is to add that field to a project-level custom form and use that to display the date in a task report, which probably messes up your workflow. Hopefully another user has a better idea for you.

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Community Advisor

I think there's some disconnect with the way your tasks and form are set up. If you have the form on EVERY task, then EVERY task will have that field. The text mode code will read THAT field on THAT predecessor task and display it, every time. But only if that field is on every single predecessor task you want it displayed on. If you don't have that field on every predecessor task, it will not display for the tasks who's predecessor doesn't have that field.

The fastest way to tell is if the column displays the predecessor task number, name, and primary assignee, but NOT the custom field. Then you know the code is working but the custom field is either not present or not filled out on the predecessor task.