Why does report show no value when there is data in the field? | Community
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S
stan255
Level 4
April 11, 2024
Solved

Why does report show no value when there is data in the field?

  • April 11, 2024
  • 2 replies
  • 1903 views

Why does Workfront Report shows no value when there is data in the field? Campaign and Portfolio field are the standard field in Workfront and not a custom field.

 

Screenshot shows the values in the Tactic/Project. I've tried mutiple fields but all of them came up blank. What am I doing wrong?

 

Best answer by MoniqueEvans

Oh! Since it's an Expense Report and expenses typically live at the task level we'll need to use the same "text mode jumping" tactic when doing task reports. Create two new columns, switch to text mode and paste the codes below (one column for each)

 

displayname=Portfolio textmode=true valuefield=project:portfolio:name valueformat=HTML

 

displayname=Program textmode=true valuefield=project:program:name valueformat=HTML

 

2 replies

lgaertner
lgaertner
Level 9
April 11, 2024

Hello stan255,

 

to be able to troubleshoot your issue, it would help, if you could post the text mode for those fields.

To get it, you can edit your report, click on the column and click on Switch to Text Mode.

 

If your field come from the Standard Mode, just do not save or apply afterwards.

 

Regards

Lars

    S
    stan255Author
    Level 4
    April 11, 2024

    Hey @lgaertner, appreciate the response. See below for the text mode of the 4 empty fields.

     

    Empty field 1 - Tactic: Campaign Name

    displayname=
    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    namekeyargkey.1=Campaign Name
    querysort=DE:project:Campaign Name
    valuefield=project:Campaign Name
    valueformat=customDataLabelsAsString

     

    Empty field 2 - Tactic: Campaign

    displayname=
    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    namekeyargkey.1=Campaign
    querysort=DE:project:Campaign
    valuefield=project:Campaign
    valueformat=customDataLabelsAsString

     

    Empty field 3 - Tactic: Portfolio

    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    namekeyargkey.1=Portfolio
    querysort=DE:project:Portfolio
    textmode=false
    valuefield=project:Portfolio
    valueformat=customDataLabelsAsString

     

    Empty field 4 - Tactic: Portfolio Name

    displayname=
    linkedname=project
    namekey=view.relatedcolumn
    namekeyargkey.0=project
    namekeyargkey.1=Portfolio Name
    querysort=DE:project:Portfolio Name
    valuefield=project:Portfolio Name
    valueformat=customDataLabelsAsString

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    April 12, 2024

    FYI: Every time you see "DE:" in text mode that denotes that you are referencing a custom field on that object, by that name.



    FYFI: DE stands for Data Extension 🙂

     

    Regards,

    Doug

      MoniqueEvans
      Community Advisor
      MoniqueEvansCommunity Advisor
      Community Advisor
      April 11, 2024

      Hi @stan255,

      Looking at your screenshot, I think you may have selected a custom field called "Campaign Name" instead of the native Campaign Name field. Same with your Portfolio. If you look at my screenshot below, when you select a native field like Portfolio Name and Program (Campaign) Name, the default column header is "Portfolio: Name" instead you have "Tactic: Portfolio Name", which tells me Workfront is looking at the Tactic (Project) level for a field called "Portfolio Name".

      Try adding a new column and typing in Portfolio Name. From there scroll until you get to the Portfolio Header bar and then select Name. Same with Campaign.

       

      I also highly recommend going through your custom fields and deleting any that may not live on a custom form (search Community for "orphaned fields") as well as renaming any fields that might have the same name as a native Workfront field to reduce confusion. You can use the native wording for the Label but the Field Name should be descriptive

      S
      stan255Author
      Level 4
      April 11, 2024

      Hey @moniqueevans, appreciate the response. I'm pulling from the Expense report and that report doesn't have Program or Portfolio. Is there a workaround for this?

      MoniqueEvans
      Community Advisor
      MoniqueEvansCommunity AdvisorAccepted solution
      Community Advisor
      April 12, 2024

      Oh! Since it's an Expense Report and expenses typically live at the task level we'll need to use the same "text mode jumping" tactic when doing task reports. Create two new columns, switch to text mode and paste the codes below (one column for each)

       

      displayname=Portfolio textmode=true valuefield=project:portfolio:name valueformat=HTML

       

      displayname=Program textmode=true valuefield=project:program:name valueformat=HTML

       

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