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!

Text mode for typeahead fields

Avatar

Level 7

Ahoy,

I met with a coworker who wanted a report. This happens sometimes.

The report was to have columns for values which appear on an Issue and its resolved Project. One of the columns involved the name which is used on a Typeahead field. I know that typeheads are their own thing Object-wise, so I was unsure how to do this.

Here's the text mode of the column:

displayname=Issue: CTEE - ESL Name

linkedname=CTEE - ESL

namekey=view.relatedcolumn

namekeyargkey.0=CTEE - ESL

namekeyargkey.1=name

querysort=DE:CTEE - ESL:name

valuefield=CTEE - ESL:name

valueformat=customReferenceObjectAsString

I tried just appending a "project:" to the appropriate bits, and it didn't work.

Before I beat my brains out of my head, am I missing something simple with this? (I'm assuming the answer is 'yes.')

-j

Topics

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

7 Replies

Avatar

Level 7

Hey John,

What type of object report is this on and what object is the typeahead field on?

Avatar

Level 7

I should have mentioned that, duh.

This report is an Issue Report, but we're referring to the Resolved Project Typeahead field.

Avatar

Level 7

Hey John,

I don't think there is a way to get to that field through text mode, but you can do a workaround. First, add a calculated field to your project custom form to get the typeaheadfield name:

0694X00000DTW6UQAX.jpgOnce you have that, you can add new field to an issue report without using text mode:

0694X00000DTW6yQAH.jpg

Hope that helps!

Avatar

Level 5

I just want to say that I asked you this question in 2021 when I worked for a different company. And when I needed this for something entirely different for my current gig, I came upon this post of mine. So, thank you for being helpful--squared.  

 

-j

Avatar

Level 10

Thank you, Sarah! Was running into this issue and glad I found this :)

Avatar

Level 6

Interestingly today I was asked to try to get the typeahead values on a Task report where the typeahead field is at the Project level. using Sarah's calculated field I was actually able to use the syntax directly in a report using textmode.

 

I have a Typeahead field called Asset Manager Name on the Project.

 

My report column textmode is:

 

displayname=
linkedname=Asset Manager Name
namekey=view.relatedcolumn
namekeyargkey.0=Asset Manager Name
namekeyargkey.1=name
querysort=DE:Asset Manager Name:name
textmode=true
valueexpression={project}.{DE:Asset Manager Name:name}
valueformat=HTML

 

but i can also change the field selected from the USER object in my valueexpression so if I just wanted the last name my valueexpression would be:

 

valueexpression={project}.{DE:Asset Manager Name:lastName}

 

Avatar

Level 6

Turns out you can get all the native fields on the User identified in the typeahead, but you can also get data in the referenced objects too... so I can get the persons home group using the syntax

valueexpression={project}.{DE:Asset Manager Name:homeGroup.name} or their Manager's name...

valueexpression={project}.{DE:Asset Manager Name:manager.name}

 

Again weird syntax as it seems to be combining methods to navigate.

 

But I have not yet found a way to get Custom Data on the User record, probably because it would use another DE: to get it and that would be even more weird.