I have calculated fields with links to:
custom forms
CONCAT("https://MYCOMPANY.my.workfront.com/project/view?ID=", ID , "&activeTab=form-customdata")
documents
CONCAT("https://MYCOMPANY.my.workfront.com/project/view?ID=", ID , "&activeTab=list-project-documents")
updates
CONCAT("https://MYCOMPANY.my.workfront.com/project/view?ID=", ID , "&activeTab=tab-project-updates")
In NWE, Documents and Updates work but Custom Forms no longer works. Probably because custom forms isn't a straight link anymore.
The custom form calculation that works is:
CONCAT("https://MYCOMPANY.my.workfront.com/project/view?ID=", ID , "&activeTab=overview")
This takes you to the overview section of your project where the custom forms are folded up at the bottom (It's annoying that they're folded up but maybe WF will change that at some point).
I then add a column to my Project report like this:
displayname=Project Form
link.url=customDataLabelsAsString(Project Custom Form_)
linkedname=html(URL)
textmode=true
valueexpression=IF(ISBLANK({DE:Project Custom Form_}),"","Form Link")
valueformat=HTML
where "Project Custom Form_" is the name of my calc field and "Form Link" is what's displayed in the column.
This creates a clickable link that just says "Form Link"
I'd love to hear ways to make this more robust, like maybe adding an icon or button to click on if that's even possible.
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Hi Randy -
I noticed this as well when we switched to NWE. To overcome the link not going directly to the custom form because it points to the Overview page I pulled the Custom Form section to the top of the Overview page on the users Layout Template.
Now the users focus goes directly to the custom form anytime the Overview page is opened.
@Femke Crijns‚
We don't use the documents uploads but here's an example of how I put a label on my calculated field to go to the approvals tab.
displayname=Click to Approve or Reject
link.url=DE:Approvals Tab URL
linkedname=HTML(URL)
namekey=Approvals Tab URL
querysort=DE:Approvals Tab URL
textmode=true
valueexpression=IF({status}="REQ:A",IF(ISBLANK({DE:Approvals Tab URL}),"","Approve/Reject"))
Looks like maybe changing the link.url line may resolve the problem. Let me know. :-)
Hope this helps,
Teale
Hi @Randy Roberts‚ ,
I'm really enthusiastic about adding a clickable link in a report to the documents section.
I want to use this in a request (issue) report, and I thought that changing "project" into "issue" in the calculations would be enough. Unfortunately, this is not working for me.
Could you please help with fine-tuning my calculations?
The calculated field should be (I know I have to change MYCOMPANY into our own instance name :-))
CONCAT("https://MYCOMPANY.my.workfront.com/issue/view?ID=", ID , "&activeTab=list-issue-documents")
The column textmode should be:
displayname=Document link
link.url=customDataLabelsAsString(Calculated field Documents link)
linkedname=html(URL)
textmode=true
valueexpression=IF(ISBLANK({DE:Calculated field Documents link}),"","Link to documents")
valueformat=HTML
Do you have any idea what is wrong with my code?
Kind regards,
Femke Crijns
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Do you have the "DE:Calculated field Documents link" on a form attached to the issue?
Does your "DE:Calculated field Documents link" display a clickable link when you're in the form?
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Hi Randy -
I noticed this as well when we switched to NWE. To overcome the link not going directly to the custom form because it points to the Overview page I pulled the Custom Form section to the top of the Overview page on the users Layout Template.
Now the users focus goes directly to the custom form anytime the Overview page is opened.
@Femke Crijns‚
We don't use the documents uploads but here's an example of how I put a label on my calculated field to go to the approvals tab.
displayname=Click to Approve or Reject
link.url=DE:Approvals Tab URL
linkedname=HTML(URL)
namekey=Approvals Tab URL
querysort=DE:Approvals Tab URL
textmode=true
valueexpression=IF({status}="REQ:A",IF(ISBLANK({DE:Approvals Tab URL}),"","Approve/Reject"))
Looks like maybe changing the link.url line may resolve the problem. Let me know. :-)
Hope this helps,
Teale
@Teale McCleaf‚ and @Randy Roberts‚
Thanks for your help!
Changing the link.url (link.url=DE:Calculated field Documents link) did the magic.
Thank you both for your quick reply.
Kind regards,
Femke
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