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AnthonyPernice
New Participant
June 19, 2019
Question

Reporting on Typeahead Fields

  • June 19, 2019
  • 23 replies
  • 5446 views
Text mode has long been my achilles heel in Workfront, so I hope someone here can help me out. I have a Task report and I need to display information from a Project-level custom form, specifically one of the brand-new Typeahead fields. I can get the info to display easily in a Project report, but it doesn't show as an option in my Task report. Anyone know how I can use text mode to make this work? Thanks. Anthony Pernice Healthcare Consultancy Group
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23 replies

ErichG
ErichG
New Participant
September 25, 2019
Excellent thread with lots of good information. I can't escape the thought that the Typeahead field type would be much more powerful with the ability to report on custom fields associated to that object. I took the liberty of submitting this idea on the exchange. https://experience.workfront.com/s/idea/0870z000000XhPJAA0/detail Erich Giltinan Navy Federal Credit Union
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SkyeHa
New Participant
September 4, 2019
Kristine: You should just put the same field (not the calculated field) in the project custom form. When you convert it to the project using a template with that custom form, all the information should carry over. -skye
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KAM30
New Participant
December 28, 2022

Hi everyone, I'm trying to follow this thread but having difficulty. On my custom form called Intake (it creates project, task, issue object types) I have a typeahead user field with the name of "MCCMS Intake Who is your SupervisorUserName". On the same custom form, I'm trying to create a calculated text field using the syntax of {Who is Your SupervisorMCCMS Intake Who is your SupervisorUserName:name} but it says invalid. I've even used the Fields lookup and it says "It doesn't look like that matches any available fields"

 

Any help would be appreciated. Thanks. 

skyehansen
skyehansen
New Participant
December 28, 2022

Just leaving a reminder at the bottom of this thread that due to 22.3 release, you should check older syntax such as what's advised here, against what is currently prescribed.

https://experienceleague.adobe.com/docs/workfront/using/product-announcements/product-releases/release-22-3/22-3-release-overview.html?lang=en

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EXP_-_DustinMa
New Participant
September 4, 2019
Aha Skye caught my mistake.. I didn't pay enough attention. The issue you'll run into Kristine is that the project object is 'above' the issue object. So you can do a collections, but that can only be done on a view, not as a calculated field. The reason behind this is because you can have multiple issues on a project, so the system has no idea which issue you're referring to. Hope that helps! Thanks, Dustin Martin Assigned Support Engineer Workfront
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DreadkiailiWork
New Participant
September 4, 2019
That is basically what i'm trying to do. Copy the value in the Backup Requestor Name field into a project form as it is creating, but I can't make it work. Kristine Ross Empower-Retirement
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SkyeHa
New Participant
September 4, 2019
Kristine: You can't pull information from an existing request's custom form into a project custom form as far as I know. You can do a one-time copy--when you convert a request to a project it will pull the request information over at that point, but that's about it. -skye
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DreadkiailiWork
New Participant
September 4, 2019
I get the Custom Expression Invalid Kristine Ross Empower-Retirement
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EXP_-_DustinMa
New Participant
September 4, 2019
Hey Kristine, Per Josh's note above: The calculation would be: {Typeahead Field Name:name} FYI, you can replace "name" in the calculation with any direct user field to get that value such as "title", "emailAddr", etc. So for your scenario, the calculation should be: {Backup Requestor:name} Thanks! Dustin Martin Assigned Support Engineer Workfront
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DreadkiailiWork
New Participant
September 4, 2019
I have a field called Backup Requestor on my Request. I am trying to put a calculated field on my Project to get the name to pull through, so I can use it on other reports, but cannot figure out what to put in the calculation to get it to work. Any suggestions for what to put in the Calculation box? Kristine Ross Empower-Retirement
joshh79242137
joshh79242137
New Participant
July 25, 2019
Unfortunately you can only access user native fields. Josh Hardman Product Manager, Workfront
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CoryAn
New Participant
July 25, 2019
Thanks Josh! I did figure that part out, but cannot figure out how to get data from custom fields that are attached to the user named in the typeahead field. Is that possible? Thanks, Cory Cory Anderson Cisco Systems- Communication Services
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