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MichaelLandauer
MichaelLandauer
New Participant
May 23, 2024
Solved

I want to export a list of projects with their associated project users

  • May 23, 2024
  • 2 replies
  • 1957 views

I want to export a list of project data using Fusion. I have most of the fields configured, but I cannot figure out a way to export a list of users associated with each project (the project team). 

 

I see an expression in reports that refers to projectUsers. But I don’t see anything like that as an option in Fusion as a project field. Here’s what I have in text mode for the report:

 

displayname=Project Team Members

listdelimiter=

listmethod=nested(projectUsers).lists

namekey=group.plural

textmode=true

type=iterate

valuefield=user:name

valueformat=HTML

 

I want what that produces on that report to be part of my export from Fusion, but I can’t figure out how to get there.

 

I tried to use Related Records. I tried to do a search for users but can’t figure out a way to search for “users associated with this project” …

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Best answer by ChrisStephens

Oh no, pull the project. So your record type = Project, check whatever you want in outputs (but at least check 1), then go to collections, toggle the map, and type in projectUsers:user:name.

2 replies

ChrisStephens
ChrisStephens
New Participant
May 23, 2024

Check the field projectUsers:user:name

MichaelLandauer
MichaelLandauerAuthor
New Participant
May 23, 2024

OK, I can see where that might be where I need to go. Thanks. But ... I am not sure what to put for the ID field here:

 

The 2. ID is the project ID from an earlier module. I tried that in the ID field, but no luck. 

ChrisStephens
ChrisStephensAccepted solution
New Participant
May 23, 2024

Oh no, pull the project. So your record type = Project, check whatever you want in outputs (but at least check 1), then go to collections, toggle the map, and type in projectUsers:user:name.

V
viovi
New Participant
May 23, 2024

Maybe just look for the specific roles such as Project Owner, Project Sponsor, users assigned to tasks, if those are needed?

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