I wonder if someone can help me with some text mode.
One of my teams uses an Issue Report to track incoming work. They add notes to a column in that Report titled Sportsbook Content Notes.
Later on in the process these Issues are converted into Projects and the team have a Task within that Project. They then look at a Task Report to track their work.
Is there some text mode that would allow me to pull the field from the Issue Report into the Task Report even if the Custom Field is not attached to any of the Objects? Or would it need to appear in a Custom Form somewhere?
Thanks in advance!
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You should be able to use something like this:
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=convertedOpTaskName
querysort=project:convertedOpTaskName
valuefield=DE:project:convertedOpTask:YourNotesFieldName
valueformat=HTML
Hi @ThomasNe2
Below is the accepted solution by me for a different question like this.
You can adjust your field name in the place of 'Primary Contact' as required.
text mode to pull issue field into a task report:
displayname=Primary Contact
linkedname=convertedOpTask
namekey=Submission Primary Contact
namekeyargkey.0=convertedOpTask
namekeyargkey.1=owner:name
querysort=convertedOpTask:owner:name
textmode=true
valuefield=convertedOpTask:owner:name
valueformat=HTML
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Thanks for this - the Column has added with the same name but the content of the field is not displaying in the Task report.
Try this way:
linkedname=project
namekey=Project Issue Field_Name
namekeyargkey.0=project
namekeyargkey.1=convertedOpTask
namekeyargkey.2=Field_Name
querysort=project:convertedOpTask:Field_Name
valuefield=project:convertedOpTask:filed_name
valueformat=HTML
textmode=true
If this doesnt work, Can you share the text mode you are trying so that we can try analysis it?
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Are there sections to replace here? The field name is Sportsbook Content Notes. Where do I need to sub that in?
linkedname=project
namekey=Project Issue Sportsbook Content Notes
namekeyargkey.0=project
namekeyargkey.1=convertedOpTask
namekeyargkey.2=DE:Sportsbook Content Notes
querysort=project:convertedOpTask:Sportsbook Content Notes
valuefield=project:convertedOpTask:Sportsbook Content Notes
valueformat=HTML
textmode=true
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I have added that in but again the fields are blank - the content is not pulling across.
This is how it is showing currently...
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This comment box might back & forth replies of ours.
DMed you separately to discuss more on this, check it out.
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Hi @ThomasNe2
Below text mode worked for me:
displayname=Sportsbook Content Notes
linkedname=project
namekey=Project Issue Sportsbook Content Notes
namekeyargkey.0=project
namekeyargkey.1=convertedOpTask
namekeyargkey.2=DE:Sportsbook Content Notes
querysort=DE:project:convertedOpTask:Sportsbook Content Notes
textmode=true
valuefield=DE:project:convertedOpTask:Sportsbook Content Notes
valueformat=HTML
steps I followed:
1. created a form with custom field 'Sportsbook Content Notes' as a paragraph field
2. submitted a request and converted it to project
3. added few tasks on the converted project
4. pulled a task report with above text mode to get the issue field.
Attaching screenshots as well.
Hope this resolves your issue!
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