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

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

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?

 

MoniqueEvans
MoniqueEvansAccepted solution
New Participant
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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9 replies

MoniqueEvans
MoniqueEvans
New Participant
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

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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?

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MoniqueEvans
MoniqueEvansAccepted solution
New Participant
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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    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

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      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

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      MoniqueEvans
      MoniqueEvans
      New Participant
      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.

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