How to get a task custom field to display on a project report? | Community
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MichaelPe1
Level 5
Jun 24, 2021 2:43 PM UTC
Question

How to get a task custom field to display on a project report?

I have a task report that has a column for a custom field that we attach to tasks.

displayname=

linkedname=direct

namekey=Medical Notes

querysort=DE:Medical Notes

valuefield=Medical Notes

valueformat=customDataLabelsAsString

We also have a project report that is used by the team and I need to add a column on that report that displays these notes.

I'm striking out with every combination I try. Any ideas?

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6 replies

imgrund
imgrund
Employee
Jun 24, 2021 3:03 PM UTC

Hi - because you have a many to one relationship with projects and tasks, you have to do a collection in your project report. Here is the info on Workfront One for collections: https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Freference-collections-report.html&_LANG=en

Based on what you have, I'm thinking your code would be the below.

valueformat=customDataLabelAsString

textmode=true

type=iterate

listdelimiter=<br>

displayname=Medical Notes

listmethod=nested(task).lists

valuefield=Medical Notes

Try that out. :)

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    MichaelPe1Author
    Level 5
    Jun 24, 2021 3:55 PM UTC

    Not working 😕

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    imgrund
    imgrund
    Employee
    Jun 24, 2021 4:24 PM UTC

    Hmm... try this then with the CONCAT

    displayname=Medical Notes

    listdelimiter=<br>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression=CONCAT({DE:Medical Notes})

    valueformat=HTML

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    SamanthaIsin
    SamanthaIsin
    Level 7
    Jun 24, 2021 2:52 PM UTC

    I tried several things as well with no luck. Could it be that you can't report on this because 1 project could have many different tasks and all of those tasks could have different information that's all trying to relay into one cell in your report?

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