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New Participant
October 16, 2024
Question

Getting Project Settings-Task Default Custom Forms to show on a report

  • October 16, 2024
  • 2 replies
  • 381 views

I've been unsuccessfully trying to get Project Settings-Task Default Custom Forms to show on a report. It seems like it should be possible on a project report, but I can't get the correct text mode. Default Task Approval in Project Settings is selectable as a column without text mode. From looking at the Default Task Approval text mode (shown here), I found object categories in TaskDef collections and thought that may be default task custom forms. 

displayname=Default Task Approval

linkedname=taskDef

namekey=view.relatedcolumn

namekeyargkey.0=taskDef

namekeyargkey.1=defaultApprovalProcessID

querysort=taskDef:defaultApprovalProcessID

valuefield=taskDef:defaultApprovalProcessID

valueformat=HTML

 

I tried the combinations below without success, using string and list in list method. All my text mode attempts come up blank.

displayname=Default Task Categories

listdelimiter=<p>

listmethod=nested(objectCategories).string(name)

textmode=true

type=iterate

valueexpression={categoryID}

valueformat=HTML

 

displayname=Default Task Categories

listdelimiter=<p>

listmethod=nested(objectCategories).string(name)

textmode=true

type=iterate

valueexpression={taskDef}.{categoryID}

valueformat=HTML

 

Thanks for any suggestions here. 

Cathy

2 replies

New Participant
August 4, 2025

I am also wanting a Project level report pulling the projects' "task default custom forms" (not the project's attached custom forms) but the settings.  This is found under project's settings (... edit project page -> Setup Project Settings -> Task Settings -> Task Default Custom Forms).  See screenshot. 

 

I need to see what projects are missing certain custom forms that should be attached to each project's default task settings

 

KellieGardner
New Participant
November 20, 2024

I'm able to pull in the custom form IDs with this code:

 

valuefield=taskDef:objectCategories
linkedname=taskDef
valueformat=HTML
namekey=view.relatedcolumn
namekeyargkey.0=taskDef
namekeyargkey.1=objectCategories
querysort=taskDef:objectCategories